Trust & Will

Central Ohio mother using KEMBA's financial planning calculators to plan for her families future.

KEMBA members get 20% off the estate plan of your choice

KEMBA has partnered with Trust & Will to provide our members with an exclusive new benefit.

As a KEMBA Financial Credit Union member, you’re now eligible for a discounted estate planning service with Trust & Will, the leading online estate planning platform. It’s easy and convenient to create your own estate plan from the comfort of your Central Ohio home.

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Give your family peace of mind with Trust & Will

  • Nominate guardians for your minor children and pets
  • Select beneficiaries to receive specific assets
  • Complete your healthcare documents - including selecting a power of attorney
  • Specify your final arrangement wishes
  • Minimize future expenses and reduce estate taxes
  • Avoid probate (with a Trust-Based Estate Plan)

KEMBA members receive an exclusive 20% discount!

Create your Trust or Will and gain peace of mind knowing you have a plan in place for your family, future, and legacy.

Trust & Will is the leading online estate planning platform whose mission is to help families secure their legacies. Trust & Will offer legally valid documents designed and approved by estate planning attorneys to comply with state-specific guidelines in all fifty states.

Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All of your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!
  • Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often has to go through a probate process after death.
  • Like a Will, a Trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a Trust.
Both are ways to say who will receive your assets - Each has different ways of distributing those assets, as well as different advantages and disadvantages.
You can make updates to your documents directly from the Summary page in your account! Just take the following steps to get there:
  1. Click “Summary” from the menu bar on the left side of the page.
  2. Scroll to the section you’d like to update and click on it. That takes you back to the
    relevant questions and allows you to edit your answer. Remember to click “Save &
    Continue” to save the changes!
  3. Click “Save & Exit” to return to the Summary page.
Signing your Trust or Will is generally a simple process and must be completed to make your documents legally binding.
  • Store in a safe place
  • Notify loved ones of the location
  • Review & update your documents every year
Having a discussion about your estate plan can be a great way to share your wishes and prevent conflict. Even if you're hesitant to share details, you should consider letting your family, Executors or Successor Trustees, and loved ones know that you have an Estate Plan and where the original signed document is located.
Creating your Trust is the first part of the estate planning process. After you sign your Trust document, the next step is funding it. The process of funding a trust involves transferring assets to it. This is what will prevent your assets from passing through probate.
No. Trust & Will is not a law firm and are not a substitute for a lawyer or a law firm. Trust & Will cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with Trust & Will, and information provided to them is not protected by the attorney-client privilege.













































































































Have additional questions?

At KEMBA Financial Credit Union, we provide trusted personal banking services in Central Ohio, as well as a full suite of personal banking products and services tailored to meet the financial needs of individuals and families. Our offerings include: low-rate credit cards with rewards, competitive-rate mortgages, home equity loans and refinancing options, low-interest auto loans in Central Ohio, personal and student loans, and financial wellness blogs and counseling services.

Discover why more Central Ohioans are searching for "best credit union near me" and choosing KEMBA.

To learn more, call us today at 614.235.2395, option 4, or visit one of our local branches in Pickerington, Gahanna, Bellefontaine, Clintonville, Grove City, Hamilton Quarter, Hilliard, Lewis Center, Powell, Reynoldsburg, Westerville or Whitehall. Our dedicated associates will help you navigate your individual financial situation and help you discover why KEMBA is a better way to bank.

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