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.
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.
About Trust & 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.
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!
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.
Not a member yet? Joining is easy. See if you’re eligible and become a member to access benefits like this 20% savings.
Earn More on Every Purchase with CashBack+! Introducing CashBack+! Get ready to turn your everyday......Read More
Save 30% on an Estate Plan This April
Take Control of Your Legacy: Save 30% on an Estate Plan This April April is......Read More
Homebuyer Bootcamp: Preparing to Buy
Buying a home is a big step, and knowing where to start can feel overwhelming.......Read More
Make the Most of Your Tax Refund: A Webinar
Recorded Webinar: Make the Most of Your Tax Refund Tax season is upon us, and......Read More
📲 Download Today
Calculator Disclaimer Personal Loan Rate
The monthly payment at 8.490% APR for a term of 12 months would require payments of approximately $87.22/month, per $1,000 borrowed. APR=Annual Percentage Rate, subject to change. Rate is based on individual creditworthiness and term of the loan. The use of this calculator does not imply nor guarantee loan terms nor approval of financing.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. People Driven Credit Union does not guarantee their applicability or accuracy in regards to your individual circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Member-only Discount Rewards
Accidental Death & Dismemberment Insurance – PDCU provides $2,000 coverage to members 18-69 for free but op-in is required. Members receive discounts on additional supplemental coverage.
Group pricing on auto, home, life & health insurance.
Love my Credit Union – Discount pricing for, Turbo Tax & SimpliSafe Home Security.
Mortgage Price Quote
Membership Check
Already a Member? PD Quick Cash is available to PDCU members in good standing who’ve had direct deposit for at least three months.
Already a Member?
PDCU members in good standing may qualify for Back-to-School Cash if they’ve had at least $1,000 in monthly direct deposits for the past three months.
The link you clicked will take you to one of our trusted partner websites. You are leaving the People Driven CU website. The website you have selected is an external one located on another server. People Driven CU has no responsibility for any external website. It neither endorses the information, content, presentation or accuracy nor makes any warranty, express or implied regarding any external site. Thank you for visiting People Driven CU’s website.
