Put Your Trust in Citadel

Get 20% off any estate plan you choose from Trust & Will.

GET YOUR DISCOUNT

Trust & Will Discount

Simplify Your Estate Planning

Everyone needs a plan for the assets they have accumulated through life, and Citadel can help you create that plan without breaking your budget.

Get an exclusive 20% discount on any estate plan from Trust & Will when you use our exclusive link - just for being a Citadel member! Whether you need a complete trust-based plan or a will that ensures your children and assets are taken care of, both are affordable, easy, and can be completed online.

Trust & Will Discount for Citadel Members

20% Discount for Citadel Members:

Trust-Based Estate Plan: $499 $399.20

Will-Based Estate Plan: $199 $159.20

Will vs. Trust: Key Differences

Will icon

Will

Makes probate process smoother & can reduce legal costs

Gives your loved ones peace of mind

Gives you control over your assets & ensures your wishes are followed

Takes effect only after your death

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Trust Icon of shaking hands

Trust

Avoids probate & transfers assets directly to beneficiaries

Protects assets from creditors & lawsuits

Can provide asset management to beneficiaries & reduce estate tax

Takes effect immediately upon signing

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Start your estate plan with your Citadel discount today!

Get Started

Routing #

231380104

Branch Hours: Mon - Thurs: 8:30 a.m.-5:00 p.m.

Friday: 8:30 a.m.-6:00 p.m.

Saturday: 9:00 a.m.-1:00 p.m. *Hours may vary by location

(800) 666-0191

Customer Service

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