CU Solutions Group Partners With Trust & Will on Digital Estate Planning

LIVONIA, Michigan –– CU Solutions Group (CUSG), a CUSO of the Michigan Credit Union League, said it has partnered with Trust & Will, a digital estate planning and settlement platform, to include estate planning in its “Love My Credit Union Rewards” program offerings.

Since its inception, the program has helped credit union members realize savings of more than $2 billion on essential products and services, CUSG said.

The CUSO said the new partnership aims to bridge the gap in the estate planning landscape by offering easy access and exclusive savings on estate plans to credit union members nationwide.” 

Trust & Will joins other financial empowerment tools CUSG offers credit unions and their members,” the organization said. “Alongside Save to Win – a national prize-linked savings program, the FIST Score (Financial Stability Score), and an extensive collection of 150 calculators to guide members towards financial wellness.”

The Benefits

According to CUSG, through the Love My Credit Union Rewards program, credit union members can access the following benefits:

  • Exclusive discount of 20% off any estate plan
  • Top-rated member support
  • Convenient, easy-to-use online platform
  • Fast estate planning – plans can be completed in 30 minutes
  • Legally valid documents designed by attorneys

The CUSO said the  Love My Credit Union Rewards Trust & Will program is open to over 4,000 credit unions across the country serving more than 140 million members.

Critical Aspect’

“Estate planning is a critical aspect of financial management that often gets overlooked, despite being the largest financial transaction of one’s life,” said Dave Adams, CUSG President and CEO. “Credit unions play a vital role in guiding members towards financial wellness. By bringing a partner like Trust & Will into the Love My Credit Union Rewards program we can empower credit union members to take control of their financial future.”

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