Trust & Will
Plan Today. Protect the People You Love.
Create an estate plan that helps protect your family, your wishes, and the legacy you've worked hard to build.
Limited Time: Save 30% on an Estate Plan
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For a limited time, Downriver CU members can save 30% on the initial purchase of a Will or Trust-based estate plan with Trust & Will.
Trust & Will provides a convenient, easy-to-use online platform that makes it simple to create an estate plan from home.
Hurry! This special 30% savings is available October 1-31, 2026.
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Benefits of Trust & Will
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Limited-time savings: Downriver CU members save 30% on the initial purchase of a Will or Trust-based estate plan through October 31, 2026.
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Expert support: Their team of experts is available to help if you have questions along the way.
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Easy and convenient: Simple, step-by-step instructions help you complete your Will or Trust online.
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Built by attorneys, customized by you: State-specific, legally valid documents that are customizable to meet your family's needs.
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Choose the Estate Plan That's Right for You
Explore your options and create your estate plan online with Trust & Will.
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Will-Based Estate Plan
$199 |
$139.30 | 30% OFF
This outlines how you want your dependents, financial assets, and medical concerns to be taken care of.
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Nominate trusted guardians for children and pets
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Determine how assets will be distributed
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Designate healthcare agents and specify what happens in a medical emergency
Create Your Will
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Trust-Based Estate Plan
$499 |
$349.30 | 30% OFF
This includes all the features of a Will and more.
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Add conditions to how assets will be distributed
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Create a revocable living trust
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Avoid probate court
Create Your Trust
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Video Tutorial
See What Others Are Saying About Trust & Will
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Frequently Asked Questions
Wills and Trusts have a lot of overlap, but also a lot of differences.
- Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often must go through a probate process after death.
- Like a Will, a Trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a Trust.
- Both are ways to say who will receive your assets - Each has different ways of distributing those assets, as well as different advantages and disadvantages.
Click here to learn more about Trusts and Wills through our Love My Credit Union Rewards partner at Trust & Will!
Our Love My Credit Union Rewards partner, Trust & Will, is not a law firm, and they are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with us and information provided to us is not protected by the attorney-client privilege.
Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, the services provided by our Love My Credit Union Rewards partner at Trust & Will ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of 100+ financial institutions across the US.
Disclaimer:
Trust & Will is offering 30% off the initial purchase of an estate plan when purchased through Downriver CU's Love My Credit Union Rewards link. Offer valid 10/01/26 - 10/31/26. No promo code is required; the discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren't eligible for a discount.
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