Credit Union Financial Guide & Will Kit
Protect the people who matter most with clarity and confidence. Our Financial Guide and Will Kit provides an easy way to document your wishes and organize important details, helping ensure your intentions are clearly understood.
Why Do You Need a Last Will & Testament?
Last Will and Testament is more than a legal document—it’s a clear way to communicate your wishes to the people you care about most. By putting a plan in place, you help reduce confusion, uncertainty, and unnecessary stress for your family. From personal belongings to financial matters, a will helps ensure your intentions are understood and respected, offering clarity and peace of mind when it matters most.
What’s Included
1. Step-by-Step Will Kit
Clear, fill-in-the-blank pages to help you document your wishes without complicated legal jargon.
2. Veteran Benefits & Burial Planning Guide
A straightforward overview that helps your family understand available benefits and avoid confusion.
3. Document Organizer & Checklists
Easy worksheets to keep everything in one place so your family knows exactly where to find it.
4. One-on-One Support
A trained specialist will deliver your kit, walk you through it, and answer your questions. No obligation to use any additional services.
This No-Cost Will Kit is created for
- Individuals who want a simple, guided way to start a basic will
- Adults preparing important documents for the first time
- Families wanting peace of mind
- Anyone without a current will in place
*No legal experience is required to get started.
How It Works
1. Submit the short form
Share your basic information so a representative can follow up.
2. Get a quick call
A licensed representative will confirm your information, provide the kit, and explain additional insurance coverage you may qualify for.
3. Complete your kit
You receive everything you need to complete the will on your own. No cost. No obligation.
Available Nationwide for Credit Union Members
The author, the publisher and the vendor of these forms makes no representations or warranties regarding the outcome or the use to which these forms are put and are not assuming any liability for any claims, losses, or damages arising out of the use of these forms. The user should not rely on the author or the publisher of these forms for any professional advice. Always consult with a lawyer regarding the rules and regulations governing your residing state/province. The information provided is for illustrative purposes only and not for the purpose of providing legal advice. You should contact an attorney to obtain advice with respect to any particular issues and concerns related to the drafting of wills and other legal documents. Remember that individual situations and estate planning needs differ, and this Kit may not be suitable for your specific circumstances.