Members Save 25% on Trust & Will Estate Plans
Use Trust & Will to create an estate plan from the comfort of your home.
As a BECU member, you and your spouse have access to cost-effective estate planning services. We've partnered with Trust & Will, an easy-to-use estate planning platform, to help you plan for the future, express your wishes and safeguard your legacy.
BECU members and their spouse can save 25%* on Trust & Will estate plans. Use it to create a trust, will, power-of-attorney, health care directive, living will and other important estate planning documents for the entire family.
If you're 18 or older, consider creating a plan to secure yourself and your family in the event of an unexpected accident or emergency.
Cover What Matters
With an estate plan, you can:
- Name guardians for your minor children and pets.
- Designate beneficiaries.
- Outline specific health care documents, including a power of attorney.
- Specify end-of-life arrangements.
By outlining your wishes in a will or trust, you can provide your family or loved ones with peace of mind for the future.
How It Works
- Set up the personalized estate plan documents of your choice in just a few clicks.
- Get affordable options to fit your needs.
- All estate plans are built by attorneys and customized by you.
Have a question? Trust & Will's support team can help you every step of the way.
Frequently Asked Questions
It can take as little as 30 minutes to complete a trust-based estate plan and as many as 20 minutes to create a will-based estate plan.
Yes. Every estate plan is legally valid, state specific, and customized by you to meet your specific needs. To ensure your estate plan is legally binding, sign and notarize the documents upon receiving or downloading.
An estate plan is a plan that reflects how you want your personal and financial affairs handled in the event of incapacity or death.
A will is the written document that is the cornerstone of your estate plan and allows you to decide who will oversee making sure the terms of your will are carried out after your death.
The attorney-in-fact, or agent, is the person appointed in your power of attorney that is granted the authority to handle your financial and health care decisions if you are not able to do so yourself.
A health care directive allows you to spare your loved ones' difficult decisions by laying out your wishes for medical care and naming someone to carry out your instructions. Includes a health care power of attorney and a living will.
The above information is intended to provide generalized information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.
BECU member benefits are provided by third parties, not by BECU or its affiliates. Providers may pay royalty fees to BECU for the use of its intellectual property. These fees are donated to the BECU Foundation. Some provider offers are subject to change and may have restrictions. Please contact the provider directly for details.
*Trust & Will, a leading digital estate planning platform, is offering a 25% discount on estate plans specifically for BECU members. No promo code required, the 25% discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan.