Wills & estate plans

Wills & estate plans

​​​​​​​​​​​​​​​​​​​​​​​​​​Having an up-to-date will is important because it ensures your assets are distributed according to your wishes - but there are several other things to consider when it comes to estate planning. An affordable estate planning service is available to you through our MemberTrust® office.

MemberTrust services include:
  • legal and accounting guidance
  • a personalized guide to help you make decisions about:
    • registering assets
    • designating beneficiaries
    • needing insurance
    • preparing a will
    • selecting an executor
    • choosing a guardian
    • establishing trusts
  • professional advice to help you make difficult decisions in a thoughtful, responsible way, saving your loved ones from uncertainty and tension at a time of loss.
Ready to start on your estate plan? Start by filling out these forms and bring with you when you meet with one of our wills & estates experts​.