Estate Planning Made Simple
Get 25% off estate planning, just for being a Cal Coast member!1 We've partnered with Trust & Will — the most trusted name in online estate planning. Create a customized and affordable estate plan to help ensure your children, pets, assets, future and legacy will be handled the way you want. It's easy, quick and will leave you with peace of mind.
25% Off Estate Plans this April
In recognition of Financial Literacy Month, Cal Coast members can take advantage of 25% off estate plans through our partner, Trust & Will. It's easy, affordable and important. This offer expires April 30, 2024 so get started today.1
Fast, Secure & Easy to Use
Get a customized estate plan in about 15 minutes. All of your information is kept safe and secure. If you have questions along the way, Trust & Will customer support experts are standing by to help.
What is Estate Planning?
Estate planning is setting up a plan that authorizes who will eventually receive your assets. It also defines how you want your affairs to be handled in the event you're not able to handle them yourself. Many people think it's only about finances, but there's so much more involved! Your estate is made up of all the property you own, such as:
- Cars
- Houses & land
- Cash, savings & retirement accounts
- Clothes & jewelry
Trusts vs Wills
There are many commonalities between a trust and a will, but also several differences. They both decide who will receive your assets. One big difference if when it takes effect - a trust goes into effect immediately upon signing and funding, but a will only goes into effect after you pass. A will is seen as a more "simple" document, while a trust is a bit more complex and typically has varying types and benefits, depending on your needs.
Nomination of Guardianship
If you're a parent of a minor then you'll want to consider having a Nomination of Guardianship. This document specifies who will look after your children, should anything happen to you while they are still minors. This is an important legal document that is included in a will or a trust.
Transforming the Way Families Plan for the Future
The goal of Trust & Will is to make setting up your will, trust or nomination of guardianship as simple and straightforward as possible. Here are just a few reasons why Trust & Will is a leader in estate planning:
- Affordable options without the expensive legal fees, plus plenty of added benefits
- Legally binding documents that are customized to fit your needs in minutes
- A dedicated support team to eliminate the guesswork
1. California Coast Credit Union members will receive a 25% off discount on estate planning services including trusts and wills. No promo code required, the 25% discount is automatically applied at checkout to the initial purchase of any will or trust-based estate plan. This promotion is only valid from Monday, April 1, 2024 at 9am PST to Tuesday, April 30, 2024 at 11:59pm PST. Payment must be submitted by April 30, 2024 at 11:59pm PST in order to receive this promotion.
