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ESTATE PLANNING SERVICES 

Estate planning is important at every stage of life for financial security and peace of mind. A will or trust ensures your assets are distributed according to your wishes, and it helps your loved ones avoid unnecessary legal complications. 

Fibre Federal Credit Union and TLC has partnered with Trust & Will, a trusted leader in estate planning, to simplify and make the process more affordable. Through our partnership, you can:

  • Create a legally binding will or trust
  • Designate guardians for minor children
  • Specify how your assets should be distributed
  • Avoid probate delays and protect your privacy with a trust
  • Ensure your wishes are honored

Start planning today to protect your legacy and prepare for retirement

A happy young family enjoy spending time together after securing their future with a will and trust.
A father walks outdoors with his adult son.

TAKE ADVANTAGE OF LOVE MY CREDIT UNION REWARDS

Protecting your legacy shouldn't be complicated or expensive. That's why we’ve partnered with Love My Credit Union Rewards to offer a trusted, affordable solution. Receive membership discounts on services from Trust & Will to give you and your loved ones lasting peace of mind.

Real Words, Real People from the PNW

My friends, family and I do all of our banking at Fibre Federal because they consistently provide such good service. Their employees and branches are so professional, and the staff is so helpful that I don't want to go to any other bank.
Maddie W., Longview, WA

TRUST AND WILL SERVICES FAQS

A will and a trust are both used in estate planning, but they work in different ways. A will directs how your assets should be distributed and names guardians for minor children. Assets passing through a will must go through the probate process. A trust allows you to transfer ownership of assets to the trust and possibly maintain control during your lifetime. Trusts typically avoid the probate process, are more private, and assets are distributed faster.
Having a will ensures your assets are distributed according to your wishes after your passing. Will preparation is typically simpler than creating a trust. It allows you to name specific beneficiaries, appoint guardians for minor children, and designate an executor to carry out your instructions.

A trust offers more control and privacy in managing and distributing your assets. With a trust, your assets pass directly to beneficiaries without going through the public probate process. It also allows you to manage your assets during your lifetime.
Wills and trusts are valuable estate planning tools for anyone who wants to protect their loved ones and ensure their wishes are honored. If you own assets (e.g., a home, car, bank accounts, personal belongings), have minor children, or want control over how your estate is handled, you should consider these planning options.
Both wills and trusts can be updated as your life circumstances change. It's important to review these documents whenever you experience a major life event like marriage, divorce, the birth of children or grandchildren, significant changes in your financial situation, or the death of named beneficiaries or executors.
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