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Member Discounts

Trust & Will



In celebration of National Financial Literacy Month, we're excited to offer you an exclusive 30.00% discount on any estate plan with Trust & Will from April 1 to April 30, available through Love My Credit Union Rewards! Create a Will for just $139.00 or a Trust for $349.00 during this special month. This isn't just about protecting your assets; it's about building a legacy for future generations, ensuring your family benefits from your hard work and values.

SECURE YOUR FAMILY'S FUTURE WITH TRUST & WILL

Estate planning through Trust & Will means your family's legacy is in good hands. Having an estate plan helps protect your assets and ensures your loved ones will be cared for once you're no longer able. Delegate the inheritance of funds and assets, assign caretakers for your pets and dependents, and more. What you'll get:

  • Secure, affordable estate planning available in all 50 states
  • Legally binding, customizable documents created by lawyers
  • Top-rated Member support, available six days a week
  • Simple, step-by-step instructions to help you complete your will or trust online in as little as 30 minutes

WILL-BASED ESTATE PLAN
EXCLUSIVE 30.00% OFF FOR MEMBERS
Starting at $139.00 from April 1 - 30

A will outlines how you want your dependents, financial assets, and medical concerns handled.

  • Nominate trusted guardians for children and pets
  • Determine how assets will be distributed
  • Designate healthcare agents and specify what happens in a medical emergency

Create Your Will

TRUST-BASED ESTATE PLAN
EXCLUSIVE 30.00% OFF FOR MEMBERS
Starting at $349.00 from April 1 - 30

A trust includes all the features of a will and more for greater control over your finances.

  • Add conditions to the distribution of your assets
  • Create a revocable living trust
  • Avoid probate court

Create Your Trust


As a Member, additional insurance policies are available to you at a discounted rate.

GET MORE INFORMATION

1TurboTax Offer: Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2024. Discount applies to TurboTax federal products only. Actual prices are determined at the time of print or e-file and are subject to change without notice. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. H&R Block Offer: H&R Block Offer: void if sold, purchased, or transferred and where prohibited. No cash value valid at participating U.S. offices only A new client is an individual who did not use H&R Block or Block Advisors office services to prepare their 2023 tax return. Discount valid only with or for preparation of an original 2024 personal Income tax return. Coupon must be presented prior to completion of initial tax interview. Discount may not be combined with any other offer or promotion. Expires October 15, 2025. OBTP# 13696-BR ®2024 HRB Tax Group, Inc. All tax situations are different. Not everyone gets a refund. See hrblock.com/guarantees for complete details. ©2025 Love My Credit Union Rewards PRIVACY POLICY
2Coinstar® is a registered trademark of Coinstar® Asset Holdings, LLC. Available to qualifying Members. Service fee may apply. Available at participating Coinstar kiosks.
3Trust & Will is a third-party partner to Knoxville TVA Employees Credit Union. Must be a Member to qualify for discount. Discount is on initial estate planning service and does not apply to every service purchase. Estate service products are not insured by NCUA or any Federal Government Agency; are not a deposit of, or guaranteed by the Credit Union or any Credit Union Affiliate; and may lose value. KTVAECU® is not responsible for services offered by Trust & Will. Other restrictions, terms, and conditions may apply. 

 
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