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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.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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