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Member Discounts

Trust & Will



KTVAECU® has partnered with Trust & Will 1  to offer secure, affordable estate planning services. Being a Member with us gives you a 20% discount on any estate plan. That means wills start at just $159.00, and trusts start at just $399.20!

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
Starting at $159.00 with Member Discount

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
Starting at $349.00 with Member Discount

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

 PRIVACY POLICY

Disclosures

1 Trust & 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.

2 TurboTax Offer: Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited-time offer for TurboTax 2022. 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: A new client is an individual who did not use Block Advisors or H&R Block office services to prepare their 2021 return. Valid at participating U.S. offices for an original 2022 personal income tax return for new clients only. Tax Identity Shield terms, conditions, and limitations apply. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to completion of initial tax office interview. No cash value. Expires October 17, 2023. OBTP#B13696. ©2023 HRB Tax Group, Inc.