Broker Check

Estate Planning

<img src="" alt="Logo" data-mce-src="" width="134" height="92"//><br data-mce-bogus="1"/>Estate Planning Made Easy&#160;

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.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More
3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
Learn More

Have a Question?

Thank you!