Introducing a Digital Estate Planning Tool
PremierOne Credit Union is thrilled to unveil an empowering tool that enables members to easily manage their financial future. Through a collaboration with TruStage™ and One Digital Trust (ODT), this subscription-based digital estate planning solution provides members with simplified, secure access to vital estate planning resources.
Making Estate Planning Accessible
Many individuals often delay putting together their estate plans. Recognizing this, PremierOne Credit Union is dedicated to making the estate planning process straightforward and user-friendly. The goal is to present a solution that facilitates easier management and organization of one's estate.
Richard Tresler, VP of Member Experience, emphasized, "Our goal is to empower members with tools that simplify important financial decisions. This digital solution encompasses estate planning, making it accessible to all, while ensuring guidance and flexibility through a trusted platform."
A Comprehensive Solution for All Members
The digital estate planning platform allows members to create legally valid documents effectively and efficiently. Some of the key documents include:
Essential Estate Planning Documents
- Last will and testament
- Power of attorney
- Living will
- Pet trust and guardianship instructions
- Final instructions and property distribution plans
Understanding the Importance of Estate Planning
Estate planning is not reserved for the affluent; it is a fundamental necessity for anyone wishing to ensure their desires are honored and their loved ones taken care of. Without an appropriate estate plan, assets may be distributed according to state regulations, potentially disregarding individual wishes and intentions.
By having a structured estate plan in place, individuals can provide clarity to their family, decrease stress during difficult times, and offer guidance on vital personal, financial, and medical decisions when necessary.
About PremierOne Credit Union
Dedicated to enhancing the financial lives of its members, PremierOne Credit Union prides itself on fostering trusted relationships and offering personalized service. With more than $620 million in assets, the credit union serves individuals from various counties, facilitating extensive access to financial resources.
Members can take advantage of five branches in select counties and gain entry to nearly 5,000 CO-OP branches and over 30,000 ATMs throughout the country. For further details on the various services available, members can visit www.premieronecu.org.
Contact Information
Contact: Janice Johnson-Lugo
Email: Contact Us
Frequently Asked Questions
What is the new digital estate planning tool?
The tool is a subscription-based platform providing members with resources to create important estate planning documents securely and conveniently.
How can this tool benefit members?
This tool makes estate planning more accessible and easier, providing essential documents needed for effective estate management.
Is estate planning only for wealthy individuals?
No, estate planning is essential for everyone who wishes to have their wishes respected and ensure that their loved ones are protected.
What documents can members create using this tool?
Members can create wills, powers of attorney, living wills, pet trusts, and property distribution plans.
Where can I learn more about PremierOne Credit Union?
For more information, you can visit their website to explore the wide range of services they offer to their members.
