Picture of the outside of a Credit Union of Texas branch building

Will & Estate Planning

Access our Will and Estate Planning tool from your online banking dashboard. It's easy to use and cost efficient! 

Sign Into Online Banking & Create Your Will


Secure Your Legacy with Exclusive Estate Planning & Will Services* for CUTX Members

Did you know that 60% of Americans don't have a will? We understand that planning for the inevitable can be daunting. 

Through our partnership with One Digital Trust, we provide an easy-to-use online solution for creating your will and planning your estate. It's a hassle-free process accessible right from our online banking platform.

Sign Into Online Banking & Create Your Will


*Information within this webpage is not legal advice and should not be construed as such. We recommend you consult with an independent tax/legal advisor or, where appropriate, contact your local probate court where the property is located for information on the probate process.










Here's why completing your application with One Digital Trust is a smart choice:

 

  1. Affordability: For just $199 in the first year and $20 annually thereafter, you can secure peace of mind for you and your loved ones. This is a fraction of the cost compared to traditional will-making services, which can range from $2,500 to over $5,000.

  2. Convenience: Our online platform allows you to complete your will and estate planning documents at your own pace, from anywhere with an internet connection. Say goodbye to lengthy appointments and paperwork.

  3. Security: Rest assured that your sensitive information is protected with bank-level security measures. Your privacy and security are our top priorities.

Benefits of Will and Estate Planning

 

  1. Control Over Distribution: With a will, you have the ability to specify how your assets and belongings are distributed after your passing. This ensures that your wishes are honored and can help prevent potential family disputes over inheritance.

  2. Protection of Loved Ones: Estate planning allows you to provide for your loved ones in the event of your death. This can include ensuring financial stability for your spouse, children, or other dependents, as well as making provisions for their care and guardianship.

  3. Minimization of Taxes and Fees: Proper estate planning can help minimize the tax burden on your estate and reduce probate fees. By strategically arranging your assets and utilizing tools like trusts, you can potentially lower the amount of taxes your beneficiaries will have to pay.

  4. Avoidance of Probate Delays: Having a will in place can streamline the probate process and help avoid lengthy delays in the distribution of your assets. This can provide much-needed financial relief to your beneficiaries during what can already be a difficult time.















One Digital Trust Instructional Videos

Learn all about the resources, tools, and tricks of One Digital Trust and learn how to navigate your dashboard and setup your account.