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ESTATE PLANNING

Estate planning for your family doesn’t have to be overwhelming. That’s why we’ve partnered with Trust & Will, a leading online estate planning service, to help Rize Credit Union members easily create legally valid wills and trusts.

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Why Trust & Will

Exclusive member savings

20% on your first estate plan, plus free shipping of your documents

Quick & convenient

Step-by-step instructions to complete your will or trust in under 30 minutes

Expert support

Available to help you at every step

Customized

State-specific documents tailored to your family’s needs

FAQs

A will lets you name guardians and specify where your assets go. It’s simple but usually requires probate.

A trust offers more control over how and when your assets are distributed – and may help avoid probate – though it takes a bit more effort to set up.

Probate is the court process that happens after a person’s death to make sure their will is valid and their assets are distributed correctly.

Most people finish a will in 15 minutes, and a trust in about 20. You can save and come back anytime.

Yes. It’s affordable, accessible, and just as valid as traditional methods. Trust & Will is relied on by 100+ financial institutions nationwide.

No. They offer helpful tools and support, but don’t provide legal advice or attorney-client services.

Rize Credit Union membership is required to receive discount. Trust & Will offers 20% off initial purchase of an estate plan – subsequent upgrades are not eligible for discount. No promo code required; discount automatically applied at checkout.

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