AFCU Container Background
AFCU Container Background Arcs

Trust & Will Services

A man with two children A man with two children

Secure your family’s financial future.

We’re offering 20% discounts* on estate planning

Trust & Will
Trust & Will

America First has teamed up with Trust & Will to offer members a simple and affordable way to create estate plans. A leader in the online industry, Trust & Will has helped over 500,000 families safeguard their financial legacies. Together, we're committed protecting what matters most and providing peace of mind for loved ones.

Trust & Will benefits

A man and woman with a child.
A man and woman with a child
  • Cost-effective solutions: Get 20% off* any estate plan and enjoy free shipping on the first document set.
  • Expert guidance: A dedicated team of professionals is available to assist with any questions or concerns.
  • Quick & simple: Follow step-by-step instructions to complete the process online in as little as 30 minutes.
  • Personalized & legal: Attorneys build state-specific document tailored to fit your unique needs.

Pick a plan

No matter the option chosen, you’ll be surprised how user-friendly it can be.

Will-based estates

A famly sitting on a pourch
A famly sitting on a pourch

This defines your wishes for dependents, financial assets, medical decisions & more.

  • Appoint trusted guardians for children and pets.
  • Decide how assets will be allocated.
  • Assign healthcare agents and outline preferences for medical emergencies.

Trust-based estate plans

A house
A house

These include everything in a will, along with additional benefits.

  • Set specific conditions for asset distribution.
  • Establish a revocable living trust.
  • Bypass probate court for a smoother process.

They share some similarities but have key differences. Wills are straightforward documents that name guardians for children and pets, determine asset distribution, and specify final arrangements.

However, wills do have limitations. They offer less control over how and when assets are distributed and typically go through probate, which can be time-consuming and costly.

A trust, like a will, directs assets but provides more flexibility and control over when & how they are transferred. Trusts only apply to assets actively moved to them. While this makes setting up a trust slightly more complex, the benefits are significant, helping minimize or even avoid probate.

Both wills and trusts allow you to determine who will receive your assets, but they differ in distribution methods and overall benefits. Learn more by clicking here.

No, they do not provide legal advice, guidance, or services. No attorney-client relationships are formed and any information shared is not protected by privilege.

Most people can complete a will in about 15 minutes and a trust in roughly 20 minutes. Your progress is automatically saved, so they offer the ability to pause at any time and resume working.

Yes, online estate planning is just as valid and legally binding as traditional methods, with added benefits such as affordability and convenience. By combining advanced technology with top-tier customer support, Trust & Will ensures a smooth and accessible estate planning experience.

*Eligibility, terms & conditions apply. Trust & Will is offering 20% off initial estate plan purchases. No promo code is required; discounts are automatically applied at checkout. Subsequent upgrades aren’t eligible.

We're Here to Help You

At America First Credit Union, our chief concern is the financial well-being of members. We strive to provide superior products and services and strengthen the communities we serve.