Celebrating a milestone partnership that’s brought affordable estate planning to over 10 million credit union members.
LIVONIA, Mich. – January 14, 2025 – CUSG's nationwide affinity program, Love My Credit Union Rewards, is thrilled to mark the one-year anniversary of the Trust & Will program. The program has successfully enrolled more than 220 credit unions, empowering over 10 million members with affordable and accessible estate planning solutions. This milestone showcases the program's dedication to empowering credit union members with affordable and accessible estate planning solutions.
Estate planning is often a topic that individuals tend to avoid, but the Trust & Will program has made the conversation more approachable for families across different age groups.
Alex Schitter, Marketing/e-Commerce Manager at InTouch Credit Union shares, "The fact of the matter is practically no one leaps at the chance to talk about estate plans; thinking about those things is just not in our nature. But as we learned in working with the professionals at Trust & Will, it's a conversation that more households are having, with a surprising number of those discussions happening with 30-somethings. Our partnership with Love My Credit Union Rewards and Trust & Will opened the door to having a service that spans multiple age groups, and the feedback and guidance provided by their experts have remained essential over the years."
In addition to offering essential estate planning services to members, the Love My Credit Union Rewards Trust & Will program has introduced an employee benefit offering aimed at enhancing the lives of credit union employees. This program empowers credit unions to provide affordable estate planning services to their team members, fostering a supportive culture focused on securing their financial futures.
"As employers, it’s vital to offer benefits that truly matter," said Patty Corkery, CUSG President and CEO. "The Trust & Will employee benefit program serves as an invaluable resource, helping credit union employees secure their futures and those of their families at a fraction of the cost of traditional legal services."
"At Trust & Will, we believe estate planning should be simple, affordable, and accessible to everyone," said Cody Barbo, CEO and founder of Trust & Will. "Partnering with Love My Credit Union Rewards has allowed us to reach millions of credit union members, making it easier than ever for families to protect what matters most. Celebrating this milestone is a testament to the power of collaboration and the meaningful impact we’re creating together."
To further support credit union members, Love My Credit Union Rewards is hosting a LIVE Estate Planning 101 Webinar on March 27th at 6 PM ET. This educational session features an Associate Counsel at Trust & Will, and will cover essential topics such as:
Attendees will have the opportunity to participate in an interactive Q&A session and will receive an exclusive discount on Trust & Will's services through the Love My Credit Union Rewards program.
This member-focused webinar is available exclusively to credit unions participating in the Love My Credit Union Rewards Trust & Will program.
For more information about the Love My Credit Union Rewards Trust & Will program, visit CUSG.com.
CUSG is a leading provider of innovative software and services in the areas of human resources, marketing, technology, and financial empowerment. The organization's mission is to support businesses with the delivery of exceptional experiences for their employees and customers while also maintaining a secure and resilient environment. CUSG is home to numerous national brands, including Performance Pro, Compease, The Learning Center, MemberXP, BankingXP, Save to Win, and Love My Credit Union Rewards. Serving over 2,200 financial institutions, universities, hospitals, and other businesses nationwide, CUSG is a trusted partner in their growth and development. The company has established strategic partnerships with industry leaders such as Trust & Will, Intuit TurboTax, H&R Block, Marquis, WHITE64, AudioEye, CalcXML, and Think|Stack, enabling it to offer comprehensive solutions tailored to support diverse business strategies and needs. For more information, visit CUSG.com.
Trust & Will has simplified estate planning and settlement with attorney-approved, legally valid documents and processes that 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. Beyond serving individual families, Trust & Will collaborates extensively with professionals, including financial advisors and major financial institutions, enhancing their client services through seamless integration of estate planning solutions. As the official estate planning benefit provider for AARP members and several other leading financial organizations, we are dedicated to empowering professionals and families alike to safeguard their legacies. To learn more, visit http://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.
Kaye Chervenak, VP of Corporate Marketing, CUSG
Kaye.Chervenak@CUSG.com
