Estate Planning
Bloom Credit Union has partnered with Trust & Will, the leading digital estate planning solution in the U.S. It's an easy, affordable and accessible option with good satisfaction ratings. The secure online platform guides you through it, one question at a time. The result is legally-binding, state-specific documents, customized to fit your needs. It's more affordable than going to an attorney, and you can do it from the comfort of your home.
Sixty five percent of credit union members don't have a basic will. Many of us aren't sure where to start. And there are risks associated with not having one. Trust & Will provides the solution. They work with many credit unions, and receive good reviews and high satisfaction ratings.
- It takes less time than you think...some do it in 30 minutes
- Can save your work along the way and pick up where you left off
- Support is available by phone, chat or email 6 days a week
- Bloom CU members get 20% discount.
- Wills start at just $159; Trusts start at $399
- Can add attorney support for add’l $300
- Option to make updates to your plan (with a Trust & Will membership)
The questions help make sure the bases are covered. It guides you through if you have children, are married, own a home or business. You can specify your health care wishes or leave gifts to people, etc.
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