Planning for the future can feel uncertain. That’s why we’ve partnered with Trust & Will to make it simple and affordable to get started. Scott Credit Union members save 20% on any estate plan.
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.
Estate planning doesn’t have to be overwhelming. With Trust & Will and Scott Credit Union’s partnership, you get:
Affordable
services
Members save 20% on 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. Email [email protected] or call 1-866-908-7878 for assistance.
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.
If you’re looking for a convenient and affordable option through a trusted partner, look no further than Scott Credit Union and Trust & Will.
Scott Credit Union and Trust & Will meet all of your estate planning needs.
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
Estate planning can be confusing. At Scott Credit Union, we make it simple. Here are answers to common questions:
While wills and trusts may have overlaps, there are also many 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, such as limited control over the distribution of assets, and it 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 must transfer assets to the trust. This makes a trust a little more complex to set up, but there are significant benefits. Trusts are also often used to minimize or avoid probate entirely, which can be a massive draw for many and justifies the additional work upfront needed to create a trust.
Both ways to say who will receive your assets have different ways of distributing those assets, as well as different advantages and disadvantages.
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 return to pick up where you left off at any time!
We are not a law firm and are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. Interactions with us do not form an attorney-client relationship, 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, 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.
Yes! Scott Credit Union members save 20% on Trust & Will estate plans.
Disclaimer:
Trust & Will is offering Scott Credit Union members 20% off the initial purchase of a will or trust-based 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.