遗产规划 Made Simple

Get 20% off estate planning, just for being a Cal Coast member!We've partnered with 信任 & 将  the most trusted name in online estate planning. Create a customized and affordable estate plan to help ensure 你r children, 宠物, 资产, future and legacy will be handled the way 想要.  It's easy, quick and will leave 你 with peace of mind.

快速、安全的 & 易于使用

Get a customized estate plan in about 15 minutes. All of 你r information is kept safe and secure. If 你 have questions along the way, 信任 & 将 customer support experts are standing by to help.

What is 遗产规划? 

Estate planning is setting up a plan that authorizes who will eventually receive 你r 资产. It also defines how 你 想要 你r affairs to be handled in the event 你're not able to handle them 你rself. Many people think it's only about finances, but there's so much more involved!  Your estate is made up of all the property 你 own, such as: 

  • 汽车
  • 房子 & 土地 
  • 现金、存款 & 退休账户
  • 衣服 & 珠宝

信托与遗嘱

There are many commonalities between a trust and a will, but also several differences. They both decide who will receive 你r 资产. One big difference if when it takes effect - a trust goes into effect immediately upon signing and funding, but a will only goes into effect after 你 pass. A will is seen as a more "simple" document, while a trust is a bit more complex and typically has varying types and benefits, depending on 你r needs. 

Nomination of Guardianship

If 你're a parent of a minor then 你'll 想要 to consider having a Nomination of Guardianship. This document specifies who will look after 你r children, should anything happen to 你 while they are still minors. This is an important legal document that is included in a will or a trust.

了解更多

在线 遗产规划

Transforming the Way Families Plan for the Future

的目标 信任 & 将 is to make setting up 你r will, trust or nomination of guardianship as simple and straightforward as possible. Here are just a few reasons why 信任 & 将 is a leader in estate planning: 

  • Affordable options without the expensive legal fees, plus plenty of added benefits
  • Legally binding documents that are customized to fit 你r needs in minutes 
  • A dedicated support team to eliminate the guesswork
  1. California Coast Credit Union members will receive a 20% off discount on 遗产规划 services including 信任s and 将s. No promo code required, the 20% discount is automatically applied at checkout to the initial purchase of any 将 or 信任-based estate plan.