Estate Planning with Trust & Will
Community Focus has partnered with Trust & Will to provide exclusive savings of 20% off any estate plan just for being our member. Protect your family and secure their future with an estate plan.
- Members save 20% off any estate plan and get the first shipment of documents for free.
- Experts are available to help if you have any questions along the way.
- Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
- State-specific, legally-valid documents that are customizable to meet your family’s needs.
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Avoid probate by creating a complete Trust-Based Estate Plan for the protection and transfer of your most important assets.
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A plan for who will look after your children, what should happen to your assets, and how you’d like to be cared for when you need it.
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Handle probate with confidence. Honor their legacy with affordable probate services from the most trusted name in online estate planning and settlement.
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Trust & Will is the leading online estate planning platform where you can easily create an estate plan in just minutes to protect yourself and your family. Trust & Will has helped over half a million families create their estate plans, customized to fit their needs, their life, and their legacy. Community Focus has partnered with Trust & Will to bring members easy, affordable and secure estate planning. No matter what stage of life you're in, it's critical to have a solid estate plan in place.
A will lets you nominate guardians for kids and pets, designate where assets go, and specify final arrangements. A trust can provide greater control over when and how your assets are distributed. Trusts are often used to minimize or avoid probate entirely. (Probate is a legal process to distribute a deceased person's estate; most people prefer to avoid it because of the cost and time required.)
An estate plan (such as a will or trust) is for everyone – whether you have large or small assets, children or pets, a spouse or partner, or fall anywhere in between. An estate plan helps guarantee that your final wishes are executed and can help keep your estate out of probate court. (Probate is a legal process to distribute a deceased person's estate; most people prefer to avoid it because of the cost and time required.)
Depending on complexity and individual goals, you can generally create an estate plan with Trust & Will in as little as 30-45 minutes.
Yes. Every estate plan is legally valid, state specific, and customized by you to meet your specific needs. To ensure your estate plan is legally binding, sign and notarize the documents upon receiving or downloading.
Short answer: Everyone. It’s easy to try and convince ourselves that we don’t need an Estate Plan. But the reality is, we would all be better off if we were planning a little more for our future. You don’t need to be wealthy, or elderly or even have a specific amount in your bank account to justify the need for a valid Estate Plan. If you are over the age of 18, you should start thinking about creating a plan.
Even if you don’t have a lot of assets, your Estate Plan is a guarantee that everyone will know what your wishes are. Health directives and long-term healthcare wishes are perfect examples of this – if you were ever to become incapacitated and couldn’t make your wishes known, your Estate Plan will speak for you, so your loved ones don’t have to make unthinkable decisions or wonder what you would want.
Estate Planning is simply the process of making it clearly known how you want your estate to be handled after you pass or if you’re incapacitated and unable to handle things on your own. The most common Estate Planning definition is — "the process of making plans for the management and transfer of your estate after your death, using a Will, Trust, insurance policies and/or other devices." Estate Planning has been around for many years, but it’s becoming increasingly more and more common.
There are many parts of Estate Planning, but the first thing you must do is conduct a comprehensive review of your estate assets. Your estate is made up of all the property you own, including cars, jewelry, houses, investments, land, and more.
Trust & Will is a nonbanking service being offered by a third party and not by Community Focus Federal Credit Union. Community Focus Federal Credit Union is not responsible for the service. This is not to be construed as a referral for legal services or an attempt Community Focus Federal Credit Union to in any manner endorse or guarantee legal services provided by any individual or firm.
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.
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