Estate planning services for the whole family
Customize your estate plan from the comfort of your home.

trust & will

 

Secure your family’s future with an estate plan.

We’ve partnered with Trust & Will to bring you 20% off estate planning services.

We recommend that every adult has an estate plan in place. An estate plan allows you to name guardians for your children and pets, name beneficiaries to receive specific assets, outline your funeral and burial preferences, and specify your wishes in case of medical incapacitation. This can save your family time and money during a time of grief, and protect their futures in the long run.

We’ve teamed up with Trust & Will to offer 20% off estate planning services to Navy Mutual Members. Step-by-step instructions can help you prepare your trust or will online in as little as 30 minutes — all you’ll have left to do is receive your shipment and execute the documents before your state-specific estate plan is legally valid and in force. Trust & Will is a leader in online estate planning and has helped hundreds of thousands of families secure their legacies.

Benefits of Trust & Will

Planning for the unexpected is a thoughtful gift to your loved ones, and it protects both you and your family. Estate planning is a crucial part of leaving a legacy and can prevent miscommunication, lost time, and extra grief during a time when your family may already be struggling. Trust & Will’s online platform allows you to complete (and update) your estate plan at your convenience.

 

  • Affordable. Navy Mutual Members save 20% off of a Will or Trust-based estate plan — and using Trust & Will alone typically saves up to 70% compared to using an attorney.
  • Convenient. Complete your estate plan from the comfort of your home. Simple plans can be completed in as little as 30 minutes!
  • Customizable. Trust & Will estate plans are state-specific and legally valid. You can customize your plan to your wishes, your financial situation, and your needs.

Trust & Will is offering 20% off the initial purchase of an estate plan. No promo code required; the discount is automatically applied at checkout to the initial purchase of a will or trust-based estate plan. Subsequent upgrades aren’t eligible for discount.