NACUSO Member of the Month
Trust & Will simplifies estate planning for credit union members
We built a digital-first estate planning platform to help families protect what matters most. Our guided online experience makes it simple to create attorney-approved, state-specific documents, including wills, trusts, and health care documents, from the comfort of home.
Founded in 2017, Trust & Will is trusted by over one million individuals and families nationwide, including many who access estate planning through their financial institutions. As a certified B Corporation and Public Benefit Corporation, our mission—to help every family leave their legacy—is embedded into our business model, ensuring estate planning is accessible, affordable, and inclusive. Today, we support families in planning for more than $200 billion in self-reported estate assets through a guided, state-specific online experience.
Making estate planning a credit union advantage
We partner with credit unions and CUSOs that want to offer meaningful member benefits rooted in long-term financial wellbeing and protection. Estate planning is often missing from traditional financial wellness programs, yet it plays a critical role in protecting loved ones and organizing life’s most important decisions—especially during times of change or uncertainty.
Our platform allows credit unions to offer estate planning as a core benefit that strengthens loyalty, builds trust, and supports members during key life moments. From new member onboarding to retirement planning, we help credit unions integrate estate planning into the member experience in a way that feels intuitive, relevant, and easy to explain.
Flexible solutions built for your goals
Our partnership models are designed to align with each institution’s strategic objectives, whether focused on engagement, retention, or differentiation. We make it easy to customize the approach if estate planning is bundled with lending, offered as part of a premium-tier membership, or something else.
Every partner receives co-branded marketing support, detailed reporting, and ongoing resources to help drive adoption and member engagement.
A proven example at scale
One milestone we’re especially proud of is our partnership with Fifth Third Bank, which demonstrated how estate planning can scale as a member benefit. Together, we launched a complimentary digital will benefit for more than four million customers through a coordinated omni-channel rollout. The initiative included targeted emails, app and homepage placements, social media outreach, and in-branch promotion. It also earned national media coverage, reinforcing the value of estate planning as a trusted, institution-led offering—a model that translates well to credit unions of all sizes.
Rooted in purpose, built for impact
We believe estate planning should be simple, affordable, and available to every family—and that financial institutions play a key role in making that access possible. That belief continues to guide how we build products, support our partners, and serve families across the country.
The NACUSO network represents what we value most: collaboration, innovation, and a shared commitment to helping members thrive. We’re proud to be part of a community shaping the future of financial wellness and redefining what it means to serve.