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3 minute read

CUSG Expands Its Financial Empowerment Portfolio for Credit Union Members to Include Estate Planning

An ideal complement to the Love My Credit Union® Rewards program, Trust & Will empowers millions of credit union members with tools to secure their financial future.

LIVONIA, Mich. – February 22, 2024 – CU Solutions Group (CUSG), a credit union service organization offering leading edge products and services in the areas of martech, performance, and financial empowerment, has partnered with Trust & Will, the leading digital estate planning and settlement platform, to include estate planning in its Love My Credit Union Rewards program offerings. This new partnership aims to bridge the gap in the estate planning landscape, by offering easy access and exclusive savings on estate plans to credit union members nationwide.

The new Trust & Will program is offered through CUSG’s Love My Credit Union Rewards program – an award-winning affinity program that connects members to valuable savings on tax preparation, mobile and internet services, and an array of other offerings. Since its inception, the program has helped credit union members realize savings of more than $2 billion on essential products and services. 

Trust & Will joins other financial empowerment tools CUSG offers credit unions and their members. Alongside Save to Win – a national prize-linked savings program, the FIST Score (Financial Stability Score), and an extensive collection of 150 calculators to guide members towards financial wellness. 

“Estate planning is a critical aspect of financial management that often gets overlooked, despite being the largest financial transaction of one’s life,” shared Dave Adams, CUSG President and CEO. “Credit unions play a vital role in guiding members towards financial wellness. By bringing a partner like Trust & Will into the Love My Credit Union Rewards program we can empower credit union members to take control of their financial future.”

Through the Love My Credit Union Rewards program, credit union members can access exclusive savings on any estate plan through Trust & Will and enjoy the following benefits:

  • Exclusive discount of 20% off any estate plan

  • Top-rated member support 

  • Convenient, easy-to-use online platform

  • Fast estate planning – plans can be completed in 30 minutes

  • Legally valid documents designed by attorneys 

The Love My Credit Union Rewards Trust & Will program is open to over 4,000 credit unions across the country serving more than 140 million members. As not-for-profit financial institutions, credit unions have a purpose of helping members create better financial futures. With financial wellness at the core of their values, credit unions are uniquely positioned to incorporate this program into their product and service offerings.  

"We're excited to announce our partnership with CUSG and Love My Credit Union Rewards, a collaboration that aims to make estate planning accessible and affordable for millions of families who may not have considered it otherwise," said Cody Barbo, Founder and CEO of Trust & Will. "My family and I are credit union members ourselves and have truly enjoyed the personal care you get from the people who work there. Our mission is to help every family leave a legacy, and through this national program, we aspire to assist millions of credit union members in safeguarding their family's future with a customized estate plan that meets their unique needs.”     

Credit unions interested in offering their members the Love My Credit Union Rewards Trust & Will program can learn more at CUSG.com or by emailing info@cusg.com.  

ABOUT CU SOLUTIONS GROUP

CUSG is a credit union service organization offering leading edge products and services in the areas of martech, HR performance, and financial empowerment. The organization is home to numerous national brands, including Love My Credit Union Rewards, Save to Win, MemberXP, Compease, Performance Pro, and The Learning Center. CUSG has 90 investors composed of credit unions, credit union leagues, and credit union system organizations. The company maintains strategic partnerships with: Intuit TurboTax, H&R Block, Charter Spectrum, Amtel CU, and Access Softek, as well as many others, and holds investments in WHITE64, AudioEye, CalcXM, Marquis, and Think|Stack. For more information, visit CUSG.com.

About Trust & Will

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is a certified B Corporation and is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.

Trust & Will is an online service providing legal forms and information. Trust & Will is not a law firm and does not provide legal advice.

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