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Wills & Trusts Made Simple

Plan today for peace of mind tomorrow. Protect your loved ones with ease.

Why Estate Planning Matters

Secure your legacy with a plan that ensures your wishes are honored, your assets are protected, and your family is cared for. As a DC Credit Union member, you have access to a trusted, online estate‑planning platform tailored to your needs.

Your Member-Exclusive Advantages

Full Security & Reliability

Professionally prepared legal documents that meet high legal standards.

Easy, Guided Process

Navigate everything online with a step‑by‑step, user‑friendly platform.

Transparent & Affordable Pricing

Clear costs—no hidden fees. Peace of mind comes first.

Unlimited Expert Support

You’re never alone. Reach out via chat, phone, or schedule an appointment.

Created Just For You

A solution built exclusively for DC Credit Union members, with your values in mind.

Getting Started is Easy

One

Sign In & Start

Create your account and begin with a brief intake questionnaire.

Two

Pick Your Plan

Navigate everything online with a step‑by‑step, user‑friendly platform.

Three

Receive Documents

Your documents are complete and you’re protected, with confidence.

Here are some of the most common questions:

Estate planning is arranging for how your assets are managed and distributed during your life and after, aiming to honor your wishes, minimize taxes, and avoid complications.

An estate plan assures your assets go where you intend, names guardians for minors or pets, and can limit taxes or probate court involvement.

A will outlines how assets are distributed and designates guardians—subject to probate. A trust holds assets and can help avoid probate, preserve privacy, and provide more control—though it’s more complex.

Yes—documents are legally valid when signed, witnessed, and notarized per your state’s laws. Clear guidance is provided. For legal advice, consult an attorney.

Yes—support is available in both English and Spanish via live chat, phone, or appointments.

We also offer phone support and free appointments with estate planning specialists to walk you through the process.

Ready to start planning for your future?

Create a Plan

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