A New Year - Limited Time Offer | 25% Savings on Trust & Will Estate Planning
- Options Credit Union
- 2 days ago
- 2 min read
This January, commit to a resolution that matters - why not create an estate plan to protect the people you love most? At Options Credit Union, we believe peace of mind shouldn’t be complicated. That’s why we’ve partnered with Trust & Will, the nation’s leader in online estate planning, to bring members an incredibly easy and affordable way to get their Will or Trust done
As an Options CU member, through the month of January 2026, you’ll receive an exclusive 25% discount on your estate-planning package, plus free shipping on your first set of printed documents.
Why Choose Trust & Will?
Trust & Will has helped more than half a million families protect their legacies through fast, affordable, and attorney-built estate-planning tools.
Member Benefits at a Glance
✅ 25% savings on all estate plans (automatically applied)
✅ Attorney-built, Colorado-compliant legal documents
✅ Fast and secure: Complete in 15–30 minutes
✅ Free first shipment of printed documents
✅ Expert support via chat or email when you need help
Which Estate Plan Is Right for You?
✍️ Will-Based Estate Plan
Regularly $199 — Members Pay $149.25 (25% off)
A Will outlines how your dependents, assets, and healthcare wishes will be handled — giving you and your loved ones peace of mind.
Nominate guardians for children and pets
Decide how assets will be distributed
Specify healthcare agents and medical decisions
🏠 Trust-Based Estate Plan
Regularly $499 — Members Pay $374.25 (25% off)
A Trust provides more control and privacy, helping your beneficiaries avoid the probate process and simplifying estate management.
Add detailed conditions for asset distribution
Create a revocable living trust
Minimize or avoid probate court
Start Your Estate Plan Today
Estate planning is one of the most meaningful ways to care for your loved ones. With your Options CU member discount, protecting your future has never been easier.
⚠️ Disclaimer
Trust & Will is offering 25% off the initial purchase of an estate plan. No promo code is required; the discount is automatically applied at checkout. The offer applies only to the initial purchase of a Will- or Trust-based plan. Subsequent upgrades are not eligible for a discount.
💬 Frequently Asked Questions
What’s the difference between a Will and a Trust? A Will is simpler and often best for smaller estates — it names guardians and details how assets should be handled, but it typically goes through probate. A Trust gives you greater control and privacy, helping your beneficiaries avoid probate and manage your estate efficiently.
How long does it take? Most members complete their Will in about 15 minutes, or a Trust in 20 minutes — with the option to save progress and return anytime.
Is Trust & Will a law firm? No, Trust & Will is not a law firm, but all documents are built by attorneys and designed to comply with state law.
Are online estate plans valid? Yes. Online estate planning is fully valid and recognized in all 50 states. Trust & Will is trusted by more than 100 financial institutions nationwide for their security, quality, and convenience.
