Get 20% off an estate plan
We partnered with Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.
Benefits of Trust & Will
Affordable services: Members save 20% off any estate plan and get the first shipment of documents for free.
Expert support: Their team of experts is available to help if you have any questions along the way.
Easy and convenient: Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
Built by attorneys, customized by you: State-specific, legally-valid documents that are customizable to meet your family’s needs.
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All of your estate planning needs in one place
Will-Based Estate Plan
$199 | $159.20 | 20% OFF
This outlines how you want your dependents, financial assets, and medical concerns to be taken care of.
Nominate trusted guardians for children and pets
Determine how assets will be distributed
Designate healthcare agents and specify what happens in a medical emergency
Trust-Based Estate Plan
$499 | $399.20 | 20% OFF
This includes all the features of a will and more.
Add conditions to how assets will be distributed
Create a revocable living trust
Avoid probate court
Frequently Asked Questions
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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.
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Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!
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Trust & Will is not a law firm and are not a substitute for a lawyer or a law firm. They cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with Trust & Will and information provided to them is not protected by the attorney-client privilege.
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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, their services 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 20% off the initial purchase of an estate plan. 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.
Must be a Southeast Financial Credit Union (SFCU) member to qualify for discount. Discount is on initial estate planning service and does not apply to every service. Other restrictions, terms, and conditions may apply; see the service provider for additional information. Estate service products are not insured by NCUA or any Federal Government Agency and are not a deposit of or guaranteed by Southeast Financial or a Southeast Financial affiliate.
Southeast Financial does not guarantee or endorse any product or service provided by or through Trust & Will and is in no way responsible for any such products or services. Trust & Will is not affiliated with Southeast Financial and may pay referral fees to Southeast Financial.
The above information is intended to provide generalized information designed to educate a broad segment of the public and does not give personalized legal or other professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on the law or any other professional matters that affect you and/or your business.