Wills and Trusts

Trust & Will has helped hundreds of thousands of families create their estate plans, customized to fit their needs, their life, and their legacy. Patelco chose to partner with Trust & Will to help deliver this critical service to our members.  No matter what stage of life you're in, it's critical to have a solid estate plan in place. To learn more about Trust & Will, visit their website.

Generally speaking, 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. A solid 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.