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Trust & Will

Secure your Legacy

Members save up to 15% on estate planning.*

Get Started

In our efforts to grow and provide more valuable services to our members, we’ve partnered with Trust & Will to offer our members discounted estate planning services. Trust & Will is the leading online estate planning platform in the US whose mission is to help families secure their legacies. Their easy-to-use platform enables you to create a will or trust online from the comfort of your home. It’s fast, easy, and most importantly will give you peace of mind knowing your family’s future is secured.

With an estate plan, you can:

  • 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
  • Avoid probate (with a Trust-Based Estate Plan)

What’s the difference?

Discover what the differences are between a trust and a will to make the decision best for you.
Learn More

Will Vs. Trust

Which Estate Plan is right for you? Find out by taking a simple and short quiz.
Take the quiz

How it Works

Trust & Will’s easy-to-use online platform empowers you to create your estate plan in as little as 20 minutes.

1

Choose your plan

Decide if you want a Will or a Trust and if you need an Individual plan (for yourself) or a Couples plan (for you and your spouse).

2

Guided Instructions

Answer simple step-by-step questions and access member support if you need help along the way.

3

Sign & Notarize

Finalize your documents and make them legally binding with your signature and a notary.

Disclosure

The above information is intended to provide generalized information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

SkyOne member benefits are provided by third parties, not by SkyOne or its affiliates. Providers may pay royalty fees to SkyOne for the use of its intellectual property. Some provider offers are subject to change and may have restrictions. Please contact the provider directly for details.

*Trust & Will, a leading digital estate planning platform, is offering a 15% discount on estate plans specifically for SkyOne members. No promo code required, the 15% discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan.

OLB Important Scheduled Maintenance Alert:

Online Banking will be intermittently down due to maintenance on April 27th 11:30 PM to April 28th 3:30 AM PDT. We apologize for any inconvenience.