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Farmers Insurance Federal Credit Union

Routing Number: 322077795

Will & Estate Planning

Secure your family’s future with an estate plan.

LIVE WEBINAR: Trust & Will is hosting a live webinar for credit union members to guide you through the estate planning process.

Join us on April 16th at 3pm PT (6pm ET) for an informative session that will cover:

  • What is estate planning and why it is important
  • Key differences between a Will and a Trust
  • How to determine the best plan for individual needs
  • Steps to create a legally binding estate plan with Trust & Will 

Register Today 

LIMITED-TIME OFFER: As a valued member, during the month of April you can receive a 30% discount on any estate plan through Trust & Will. Get started today. 

Building wealth and financial security for you and your family is the mission of your Credit Union.  And an important part of this is safeguarding your wealth to future generations.

That’s why we’ve teamed up with Trust & Will, a leading online estate planning provider to give you affordable peace of mind. In less than a hour , with simple guided prompts, you can draw up your will or trust – at an affordable price.          

Benefits of Trust & Will: 

  • Affordable services: Members save 20% off any online estate plan 
  • Expert Support: their team of experts are available to help at anytime 
  • Easy and convenient: step-by-step instructions to complete your will or trust in as little as 30 minutes
  • Built by attorneys: state-specific, legally-valid documents that are customizable to meet your needs

Secure your family’s future with an estate plan today. 

Let's Get Started

Will-Based Estate Plan

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 

Start Now

Trust-Based Estate Plan

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

Start Now

Trust & Will is a nonbanking service offered by a third party and not by Farmers Insurance Federal Credit Union. Farmers Insurance Federal Credit Union is not responsible for the service. This is not to be construed as a referral for legal services or an attempt by Farmers Insurance Federal Credit Union to in any manner endorse or guarantee legal services provided by any individual or firm.