Join Our October Member Webinar: Estate Planning 201 - Trusts

Your financial well-being isn’t just about managing today’s needs, it’s about preparing for tomorrow and making sure your loved ones are protected. That’s why Options Credit Union is excited to invite you to an exclusive webinar in partnership with Trust & Will, the leader in modern estate planning. 📅 Thursday, October 2, 2025🕕 Two convenient sessions: 4 p.m. MT or 7 p.m. MT

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What You’ll Learn in Estate Planning 201

In this member-focused session, Estate Planning 201 – Trusts, you’ll gain practical insights on:

• What a trust is and how it works

• The benefits of a trust versus only having a will

• How a trust can help your family avoid probate, save money, and reduce stress

• Simple, actionable steps to start creating your own trust

  
  

👉 Register Today to secure your spot!

Why Choose Trust & Will?

We’re proud to partner with Trust & Will to bring members exclusive savings and peace of mind:

• Exclusive 20% discount for Options Credit Union members

• Wills start at just $159, and Trusts start at just $399

• Convenient, easy-to-use online platform

• Legally binding documents created by attorneys, customized by you

• Best-in-class support to guide you through the process

Protect Your Family’s Future

Estate planning doesn’t have to be complicated or overwhelming. With the right tools and guidance, you can take an important step today to safeguard tomorrow.

✅ Register Now for the webinar

✅ Learn More about your exclusive member benefit

Don’t miss this opportunity to gain peace of mind and ensure your loved ones are cared for.

Join us for Trust & Will's Estate Planning 201 Member Webinar on Trusts, taking place on Thursday, October 2nd at 4pm and 7pm MT.