When was the last time you thought about estate planning? If you haven’t done it recently, it would be smart to think about it now. Helping you through the process is our priority, so we’ve partnered with Trust & Will to offer you an affordable, convenient, and user-friendly estate planning option.
Estate planning, much like financial planning, is an important step in making sure your loved ones are cared for even after you’re gone. Follow these four manageable steps to navigate the process with confidence.
Step 1: Get Informed
Knowledge is the first step toward effective planning. Visit our Trust & Will page to learn what you need. There, you’ll gain a clearer understanding of the legal documents involved, such as wills, trusts, and healthcare directives.
Step 2: Assess Your Needs
Your circumstances are unique, so be sure to take the Trust & Will quick quiz to get recommendations tailored to you. Whether you have a growing family, complex assets, or specific healthcare wishes, these recommendations will help you choose the right plan for you.
Step 3: Choose Your Plan
Look at the variety of options and select the plan that aligns best with what you need. The user-friendly platform gives you a seamless experience, and lets you create, update, and manage your estate planning documents online at your convenience.
Step 4: Enjoy Exclusive Benefits
As a valued RCU Member, you’ll enjoy 15% off any Trust & Will plan, so you can access quality estate planning services without breaking the bank.
Take these four steps today and safeguard your future and that of your loved ones!