How a Trust Can Protect Your Family's Future | Free Member Webinar
- Options Credit Union
- Apr 30
- 2 min read
Learn how trusts protect your assets and avoid probate. Join Options Credit Union’s free member webinar with Trust & Will on May 13.
Protect What Matters Most: Learn How Trusts Work
Planning for the future isn’t always easy—but it’s one of the most important things you can do for the people you love.
That’s why Options Credit Union has partnered with Trust & Will to bring our members a free, exclusive webinar focused on trusts.
Why This Matters
A trust isn’t just for the wealthy—it’s a powerful tool that can help everyday families:
Protect assets for future generations
Avoid the time and expense of probate
Maintain privacy for your estate
Ensure your wishes are carried out exactly as intended
If you’ve ever wondered whether a trust makes sense for you, this session is a great place to start.
Trust Webinar Details
Topic: Understanding Trusts
Date: May 13
Time: 5:00 PM MT
Cost: Free for members
Hosted by: Trust & Will estate planning experts
What You'll Learn
During this webinar, you’ll gain a clear, practical understanding of:
What a trust is and how it works
The difference between wills and trusts
How trusts help avoid probate
When it makes sense to set one up
No legal jargon—just straightforward insights you can actually use.
Why We're Offering This
At Options Credit Union, we believe financial wellness goes beyond loans and accounts. It’s about helping you build, protect, and pass on what matters most.
This webinar is part of our ongoing commitment to giving our members access to tools and knowledge that support lifelong financial confidence.
Register today and take a simple step toward protecting your future.
Frequently Asked Questions
Do I need a trust?
Not everyone does - but many families can benefit from the protection and flexibility a trust provides. This webinar will help you decide.
What are the benefits of setting up a trust?
A trust can help protect your assets, avoid probate, reduce stress for your loved ones, and ensure your wishes are carried out exactly as intended. It can also save time and money for your family during an already difficult period.
How do I get started with a trust?
Getting started is simpler than most people expect. This webinar will walk through the basics and outline the steps to create a legally valid trust using an easy, guided process—so you can take action with confidence.
