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Estate Planning Made Simple

ESTATE PLANNING

NASA Federal Credit Union has partnered with Trust & Will - the most trusted name in online Estate Planning.

Create a customized and affordable Estate Plan to help ensure your children, pets, assets, future and legacy will be handled the way you want. It's easy, quick and will leave you with peace of mind. Get 10% off a customized Estate Plan, just for being a member of NASA Federal Credit Union!

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Select to Learn More about Trust & Will

With an Estate Plan you can:

  • Nominate guardians for you minor children and pets
  • Select beneficiaries to receive specific assets
  • Complete your healthcare documents - including selecting a power of attorney
  • Specify your final arrangement wishes
  • Minimize future expenses and reduce estate taxes
  • Avoid probate (with a Trust-Based Estate Plan)
  • Give yourself and your family peace of mind knowing you have a plan in place

Not sure which plan is right for you? Check out some of these helpful articles:

 

Select Contact a CFS* Financial Advisor to speak to a Financial Advisor at NASA Federal to help you ensure your legacy. Call 301-249-1800, ext. 314.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. NASA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

NASA Federal Credit Union members will receive a 10% off discount on Estate Planning services including Trusts, Wills and Guardianships. No promo code required, the 10% discount is automatically applied at checkout to the initial purchase of any Guardian, Will, or Trust-based estate plan.

Confidential information such as account numbers and social security numbers should not be sent by email for security reasons. Instead, please contact us directly at 1-888-NASA-FCU, send us a secure message through eBranch Online Banking or Mobile Banking, or visit your nearest branch.

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