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 affect only after your death

View More
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 affect immediately upon signing

View More

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

Video Connect

Chat Virtually

You’re Leaving Citadel’s Website

By proceeding, please note you will be leaving Citadel’s website. This linked site is not operated or monitored by Citadel Credit Union and our privacy and security policies do not apply. Citadel is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, accuracy, products, or services that are offered or expressed on other websites.

OK Cancel
top