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

Review Patelco's Site Terms and Conditions.


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

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

A Patelco member works with a Banzai financial planning coach.

Expert help

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


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

Frequently Asked Questions

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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.

More Resources

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Retirement Planning

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Thinking about life insurance? Get the facts from Patelco to find out about the types of life insurance, what it covers, and how much life insurance you may need!

November 8, 2019

Thinking about consulting a financial advisor but have questions? Find out what a financial advisor does and if you may need one to assist you with your financial plan.

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.