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得到 25% a will or trust of your choice
Complete online in as little as 30 minutes
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 信任 & 将 to offer our members 遗产规划 services. As a Patelco member, you'll receive 遗嘱或信托的25%折扣. Whatever assets you have, everyone needs a plan. And with our partner, planning your legacy doesn't have to be difficult. 开始 今天.
Can be completed 100% online with easy step-by-step instructions
Save 25% any estate plan and get the first shipment of documents for free
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
信任 & 将 has helped hundreds of thousands of families create their estate plans, customized to fit their needs, 他们的生活, 以及他们的遗产. Patelco chose to partner with 信任 & 将 to help deliver this critical service to our members. No matter what stage of life you're in, it's critical to have a solid estate plan in place. 了解更多关于信任的知识 & 会的, 访问他们的网站.
一般来说, a will lets you nominate guardians for kids and pets, 指定资产的去向, and specify final arrangements. A trust can provide greater control over when and how your assets are distributed. 信任s are often used to minimize or avoid probate entirely. (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.)
An estate plan (such as a will or trust) is for everyone – whether you have large or small assets, 儿童或宠物, 配偶或伙伴, or fall anywhere in between. A solid estate plan helps guarantee that your final wishes are executed and can help keep your estate out of probate court. (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.)
Depending on complexity and individual goals, you can generally create an estate plan with 信任 & 将 in as little as 30-45 minutes.
Our CFS Financial Advisors1 will create a personalized investment strategy that aligns with your long-term goals.
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Thinking about life insurance? 得到 the facts from Patelco to find out about the types of life insurance, 它涵盖了什么, and how much life insurance you may need!
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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 信贷 Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
