Mom and son on bed.

Trust & Will Planning





 

A New Year - Limited Time Offer - 25% Savings on Trust & Will 

This January, commit to a resolution that matters - create an estate plan to protect the people you love most. Texas Bay Credit Union has partnered with Trust & Will to bring members an incredibly easy and affordable way to get their Will or Trust done.

During January, we are offering exclusive 25% savings on any estate plan. Hurry, offer only lasts January 1st – 31st, 2026.

Trust & Will Offers:

  • Legally binding documents created by attorneys and customized by you
  • Best-in-class member support to help you through the process
  • Wills start at just $149 and Trusts start at $374 with the 25% limited-time offer
     
Get started today to save on your estate plan.
 
 
 
 
 

See What Others Are Saying About Trust & Will



All of Your Estate Planning Needs in One Place

Will-Based Estate Plan

$199 | $159.20 | 25% OFF

This outlines how you want your dependents, financial assets, and medical concerns to be taken care of.
  • Nominate trusted guardians for children and pets
  • Determine how assets will be distributed
  • Designate healthcare agents and specify what happens in a medical emergency

Trust-Based Estate Plan

$499 | $399.20 | 25% OFF

This includes all the features of a Will and more.
  • Add conditions to how assets will be distributed
  • Create a revocable living trust
  • Avoid probate court
 

Frequently Asked Questions

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.

You can learn more about Trusts and Wills here!
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!
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.
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.


























Disclaimer:
Trust & Will is offering 20% off the initial purchase of an estate plan. No promo code is required; the discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren’t eligible for a discount.
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