ESTATE PLANNING BENEFIT
Protect What Matters Most
Create a legally valid will or trust online and help protect your family, assets, and future. As a Compass Credit Union member, you’ll receive an exclusive 20% discount through Trust & Will.
Member Benefits:
Exclusive 20% discount on estate plans
Simple online process with step-by-step guidance
Legally valid documents designed by attorneys
Confidence knowing your family is protected
GET STARTED WITH
These Simple Steps
1
Choose Your Package
Pick and personalize your estate plan by providing straightforward answers.
2
Access Your Files
Immediately access your files digitally and request a free printed copy.
3
Sign with a Notary
Validate your documents by signing and completing the notarization process.
4
Redeem Your Savings
Enjoy an exclusive 20% member discount when you complete your estate plan.
WE’RE HERE TO HELP
Frequently Asked Questions
How do wills and trusts differ?
Wills and trusts both help distribute your assets, but they work differently. A will lets you name guardians, outline final wishes, and direct where assets go, but it typically goes through probate. A trust provides greater control over how and when assets are distributed and can often help avoid probate altogether.
How long does it take to complete a will or trust?
Most people complete a will in about 15 minutes and a trust in about 20 minutes. Your progress is automatically saved, so you can return later if needed.
Is Trust & Will considered a law firm?
No. Trust & Will is not a law firm and does not provide legal advice or create an attorney-client relationship.
Is an online estate plan suitable for everyone?
Yes. Online estate planning offers the same legal validity as traditional estate planning while providing added convenience, accessibility, and affordability.
Is there a minimum asset requirement to create a will or trust?
No. Estate planning can benefit everyone, regardless of the size of their estate. It helps ensure your wishes are carried out and can simplify matters for your loved ones.
Can I update my estate plan later?
Yes. Life changes such as marriage, children, homeownership, or changes in assets may require updates to your estate plan. Trust & Will makes it easy to review and update your documents as needed.
Are these documents legally valid?
Yes. Trust & Will documents are state-specific, legally valid, and designed to comply with applicable laws. To make them legally binding, be sure to properly sign and notarize the documents.
Still have more questions?
VIEW ALL FAQSNot Already a Member?
Applying for membership is quick, easy, and secure. Click “Join Today” to get started. Many applications are approved instantly, and if we need more info, our team will follow up to help.
