Digital Estate Planning 

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Digital estate planning at your fingertips

Getting our affairs in order is something we all know is important, but the reality is many of us put it off or feel it could be too costly to do now.
At The Wright Credit Union, we understand the importance of ensuring your legacy is honored according to your wishes. We are pleased to introduce an online tool designed to be affordable and help individuals, as well as their families, prepare for the later chapters of life.

At The Wright Credit Union, we understand the importance of ensuring your legacy is honored according to your wishes. We are pleased to introduce an online tool designed to be affordable and help individuals, as well as their families, prepare for the later chapters of life.

Through a relationship that our trusted partner TruStage™ has with One Digital Trust (ODT), a leading provider of online estate planning solutions, The Wright Credit Union is now able to provide members with access to this digital estate planning tool to create legally valid documents designed and approved by estate planning attorneys.

Goes beyond simply creating your basic will

  • Creates important estate planning documents like your Last Will & Testament, Power of Attorney, Living Will, Trusts, guardianship for minor children, and directives for your pets.
  • Automatically catalogs assets, debts, and important documents in a secure, customized digital vault that can be accessed and updated while your subscription remains active.
  • Provides a dynamic view of your financial standing, including the ability to record and track inheritance allocated to your loved ones.
Learn More
1
Create an
Account

Register your account

Begin creating your plan, starting with your basic will.

Get a sense of what this tool can offer before committing to the subscription payment.

2
Subscription
Payment

Make a payment of $199

Enjoy full 1-year access and create all needed estate plan documents.

One price for all documents needed, including wills, trusts, and power of attorney.

3
Print & Save
Documents

Download documents

Securely store completed documents in your digital vault.

Print and notarize required documents, then upload them back into your vault.

4
Beyond the 1st
Year

Continue Access

Download and manage your completed documents whenever needed.

Keep your documents updated and securely stored in your digital vault.

FAQs

Need to better understand what estate planning is all about or if it applies to you? Unsure if this tool is the right product for you?
The following can help you to sort through some of these considerations.

An estate plan is a set of legal documents which outline how your assets will be managed if you become incapacitated (i.e., unable to manage your own assets after an illness or injury) or pass away. Most estate plans consist of a will, or a trust, plus a durable power of attorney for finances, a healthcare power of attorney, final wishes and a guardianship designation if you have minor children. Other aspects of an estate plan may also include things like making your wishes known about your funeral and adding a life insurance policy.

If you pass or become incapacitated without an estate plan in place, your belongings will be administered and distributed according to the laws of the state you live in. This could mean that the distribution of your assets may not align with your wishes. This may place added emotional and financial burdens on your surviving loved ones.

Some people may feel that estate planning is something that only applies to the wealthy or if there are large properties or expensive assets in involved. The reality is that everyone can benefit from having an estate plan. No matter the size of your estate, if you don’t have an estate plan, the decisions around how your assets are distributed are determined by the state in which you reside.

If you have complex or large assets and holdings, seeking help from an estate attorney is a wise path to take in creating your estate plan. However, for Americans who have a fairly straightforward asset structure, a self-serve solution like ODT’s could typically meet their estate planning needs.

You don’t have to be tech savvy to use the estate planning platform. It is designed to be intuitive with a guided navigation experience that walks you through a step-by-step process. There are plenty of helpful tips and videos included along the way, as well as an email help line to answer any technical questions that come up.

  • Creation of your estate planning documents, including:
    • Last Will and Testament
    • Living Will
    • Power of Attorney
    • Pet Trust and Instructions
    • Guardianship Directions
    • Final Instructions
    • Instructions for Property Distribution
    • And much more
  • Storage of your documents in a secure digital document vault, including:
    • Estate plan documents you created
    • Titles and Deeds
    • Insurance Policies
    • Pet Trust and Instructions
  • Accessing your Estate Snapshot
    • Know where you stand at any given point with respect to your assets and liabilities.
    • See how your assets will be distributed.
    • Maintain a list of your personal belongings and accumulated valuables.