Wills and Trusts | Patelco Credit Union

We’ve taken the pain out of estate planning

Creating a will or trust is an act of love and responsibility towards your loved ones. Planning your estate now ensures that your wishes are respected, your assets – large or small – are distributed as you desire, and your loved ones are secured from unnecessary complications in the event of your passing.

Patelco’s core mission is ensuring that our members enjoy lifelong financial wellness. And that is exactly why we chose to partner with Trust & Will to offer our members estate planning services. As a Patelco member, you’ll receive 25% off a will or trust. Whatever assets you have, everyone needs a plan. And with our partner, planning your legacy doesn’t have to be difficult. Get started today.

Benefits of our Wills and Trusts Partner

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Convenient

Can be completed 100% online with easy step-by-step instructions

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Affordable

Save 25% off any estate plan and get the first shipment of documents for free

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Expert help

If you have questions along the way, support is available by chat, email, or phone

Customizable

Built by attorneys and customized by you to fit your needs and wishes

Frequently Asked Questions

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.)

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Need other financial advice? We’ve got you covered.

Our CFS Financial Advisors¹ will create a personalized investment strategy that aligns with your long-term goals.

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¹ Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.