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People Driven Credit Union

Trust & Will: Make-A-Will

August is “Make-a-Will Month,” a great reminder to get your affairs in order on your terms. A will or trust helps ensure that your wishes are followed and your family is cared for, no matter what happens.

August is National Make-a-Will Month: PDCU Members Save 20% with Trust & Will.

Trust & Will: Make-A-Will Month ad with QR code.

People Driven Credit Union has partnered with Trust & Will to offer members an easy, affordable way to create a legally sound estate plan online. PDCU members save 20% on any estate plan with Trust & Will.

Why a Will (or Trust) Matters

    • Clarity for your family: Decide who receives what and who handles your estate.
    • Guardians for minors: Name who will care for your children if you’re unable.
    • Avoid default rules: Without a plan, state intestacy laws decide—not you.
    • Reduce delays & disruption: A clear plan can simplify administration and reduce friction.

things to consider when you Make-A-Will

Trust & Will is a leading online estate planning platform offering our members:

    • Easy-to-use guided platform: A step-by-step online experience in plain English.
    • Attorney-designed, legally binding documents: Created by attorneys and customized by you for your state.
    • Best-in-class member support: Friendly help when you need it throughout the process.
    • Member pricing: Wills start at just $159 with your 20%-member discount.

Which Document Do I Need?

Will: Directs who gets what, names an executor, and lets you choose guardians for minors—generally simpler and lower cost.

Trust: Can help your estate avoid probate and manage assets if you become incapacitated; useful for privacy, complex wishes, or owning property in multiple states.

How to Claim Your Member Savings

  1. Use our partner link: Start your plan with Trust & Will.
  2. Choose Will or Trust and follow the guided steps.
  3. Your 20% discount is applied at checkout.

Protect your family’s future, start your will today.

Start Your Estate Plan — Save 20%

Great Times to Get This Done (a.k.a. Right Now)

    • Marriage, divorce, or a new baby
    • Buying/selling a home
    • Starting or inheriting a business
    • Significant savings or investment changes
    • It’s been on your to-do list

Frequently Asked Questions

Review after major life events (marriage, birth/adoption, home purchase, beneficiary changes) or every 1–2 years.
Use our partner link from this page. The discount is applied at checkout.
Members can create a Will, a Trust-based plan, and related documents such as a financial power of attorney and healthcare directives, depending on the package selected.
No. People Driven Credit Union does not provide legal advice. Trust & Will offers online tools to help you create estate planning documents. If your situation is complex, consider consulting a licensed attorney.
Wills and Trusts have a lot of overlap, but also a lot of differences. Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often must go through a probate process after death. Like a Will, a Trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a Trust. Both are ways to say who will receive your assets - Each has different ways of distributing those assets, as well as different advantages and disadvantages. Learn more about Trusts and Wills.
Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their services ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of 100+ financial institutions across the US.
We are not a law firm, and we are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with us and information provided to us is not protected by the attorney-client privilege.
Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!

 

Take the Next Step Toward a Plan

PDCU members can create a will or trust online at a discount through Trust and Will, or connect with a financial planning partner for broader guidance.

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Start Your Estate Plan with Trust and Will

PDCU members get a discount on any estate plan through Trust and Will, a leading online platform with attorney-designed documents. Most people complete a will in about 15 minutes. Use the PDCU member link to claim your discount at checkout.

Start Your Plan

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Explore PDCU Financial Planning Services

Estate planning is one piece of a larger financial picture. PDCU members also have access to financial planning and trust services through our partner network. If you want to talk through your full financial situation with a professional, see what is available to you as a member.

See Financial Planning Options

Trust and Will is a third-party service provider and is not affiliated with People Driven Credit Union. Products and services offered by Trust and Will are not deposits, not insured by the NCUA, and not guaranteed by People Driven Credit Union. Discount availability and pricing are subject to change without notice. People Driven Credit Union does not provide legal advice. For complex situations, consult a licensed attorney. Membership eligibility required for member discounts. Federally insured by the NCUA. NMLS 776727. Make-A-Will

Disclosures: Trust & Will is a third-party service provider and not affiliated with People Driven Credit Union. Products and services offered by Trust & Will are not deposits, not insured by the NCUA, and not guaranteed by People Driven Credit Union. Availability, features, and pricing (including discounts) are provided by Trust & Will and may change at any time without notice. Taxes and fees may apply. For legal advice specific to your situation, consult a licensed attorney to Make-A-Will.

Not a member yet? Joining is easy. See if you’re eligible and become a member to access benefits like this 20% savings.

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