Skip to main content

Member Discounts

Trust & Will

A New Pathway to Financial Empowerment for Members

KTVAECU® has partnered with Trust & Will3 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

Take Control of your Finances Today

Learn more about the services of Trust & Will and get started on your journey to financial empowerment here.

All Your Estate Planning Essentials in One Place

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

Get Started

Trust-Based Estate Plan

Starting at $399.20 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

Get Started


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

GET MORE INFORMATION

1TurboTax Offer *Visit turbotax.intuit.com/Ip/voy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2023. Savings are on Turbo Tax federal products only. 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. Other parties' trademarks or service marks are the property of their respective owners. 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 2022 tax return. Discount valid only with or for preparation of an original 2023 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, 2024. OBTP#13696-BR ©2023 HRB Tax Group, Inc. PRIVACY POLICY
2Coinstar and its associated logo are trademarks 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 quality 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.

 
SPECIAL HOLIDAY HOURS
MOBILE APP UPDATE: