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Estate Planning

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Estate Planning Made Easy 

Cover what matters most.

No one likes to think about what happens after they’re gone, but preparing for the unexpected now is the best way to ensure you’ve covered what matters most. Create your Trust or Will today and gain peace of mind knowing you have a plan in place for your family, future, and legacy.


Who is Trust & Will?

Trust & Will is the leading online estate-planning platform in the U.S. whose mission is to help families secure their legacies. Financial Resources Federal Credit Union has teamed up with Trust & Will in an effort to provide an easy, affordable, and online estate-planning service for our members.

Financial Resources Federal Credit Union Members get 10% off the estate plan of their choice!



Financial Resources Federal Credit Union and Financial Resources Wealth Management do not provide tax or legal services. Please consult your tax or legal preparer for your particular situation.  Trust & Will and Osaic Institutions are not affiliated.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Learn More

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