Built by attorney, customized by you

State-specific, legally-valid documents that are customizable to meet your family’s needs.

Expert support

Their team of experts is available to help if you have any questions along the way.

Easy and convenient

Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.

Affordable services

Members save 20% off any estate plan and get the first shipment of documents for free.

Get 20% off an estate plan. 

We partnered with Love My Credit Union Rewards and Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.

All of your estate planning needs in one place.

Will-Based Estate Plan

$199 | $159.20 | 20% OFF

This outlines how you want your dependents, financial assets, and medical concerns to be taken care of.

  • Nominate trusted guardians for children and pets
  • Determine how assets will be distributed
  • Designate healthcare agents and specify what happens in a medical emergency

 

Create Your Will

 

Trust-Based Estate Plan

$499 | $399.20 | 20% OFF

This includes all the features of a Will and more.

  • Add conditions to how assets will be distributed
  • Create a revocable living trust
  • Avoid probate court

 

Create Your Trust

 

Getting started is as easy as 1-2-3-4

1. Choose your plan
Pick the plan that's right for you. Your 20% discount will be automatically applied toward the plan you choose.
2. Answer a few simple questions
You will be guided through our step-by-step process to complete your documents. Your answers will save as you go, and our member support team is always standing by to help if needed.
3. Instantly download your documents
Your 20% off discount will be automatically applied at checkout toward the plan of your choice, then download your documents on your computer or request shipment
4. Sign and notarize at your convenience
Finalize your documents and make them legally binding with your signature and a notary.

Need a notary? HawaiiUSA has you covered.

Visit your local HawaiiUSA branch upon completion of your estate plan, and have your documents notarized. HawaiiUSA members may schedule an appointment for free notary service to finalize your documents.

Glossary

Trust – A trust is a fiduciary arrangement whereby a grantor (also called a trustor) gives a trustee the right to hold and manage assets for the benefit of a specific purpose or person.

Will – A will is a legal document that spells out how you want your affairs handled and assets distributed once deceased.

Probate - 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.

FAQs

Wills and Trusts have a lot of overlap, but also a lot of differences.

Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often must go through a probate process after death. Like a Will, a Trust also controls the disposition of assets but provides greater control over when and how your assets are distributed.

Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a Trust. Both are ways to say who will receive your assets - Each has different ways of distributing those assets, as well as different advantages and disadvantages.

You can learn more about Trusts and Wills here.

Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!

Trust & Will is not a law firm, and are not a substitute for a lawyer or a law firm. Trust & will cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with Trust & Will and information provided to Trust & Will is not protected by the attorney-client privilege.

Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their services ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of 100+ financial institutions across the US.

Disclaimer

Trust & Will is offering 20% off the initial purchase of an estate plan. No promo code is required; the discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren’t eligible for a discount.