What is Estate Planning?
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What is Estate Planning?

estate planning concept on blackboard

 

Estate Planning is simply the process of making it clearly known how you want your estate to be handled after you pass or if you’re incapacitated and unable to handle things on your own. The most common Estate Planning definition is — "the process of making plans for the management and transfer of your estate after your death, using a Will, Trust, insurance policies and/or other devices." Estate Planning has been around for many years, but it’s becoming increasingly more and more common.

There are many parts of Estate Planning, but the first thing you must do is conduct a comprehensive review of your estate assets. Your estate is made up of all the property you own, including cars, jewelry, houses, investments, land, and more.

To support your estate planning needs, East County Schools Federal Credit Union has partnered with Trust & Will to bring you an easy, affordable, and secure way to create an estate plan. Trust & Will, the leading online estate planning platform, has helped over half a million families in securing their legacies. As a valued member, you are eligible to receive a 20% discount on any estate plan with Trust & Will. Click here to learn more.

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  • Dr. Patrick Keeley

    East County Schools Federal Credit Union has been an valuable partner to Mountain Empire Unified School District. Their consistent presence and support of our staff and district reflects a deep commitment to public education and to the communities we serve. From providing accessible financial services and financial literacy opportunities to sponsoring district events and recognizing employees, East County Schools Federal Credit Union has demonstrated that they are a true partner.

    Their investment in our employees and our schools has strengthened morale, supported professional growth, and reinforced the strong community connections that define MEUSD. We are grateful for their partnership and their unwavering support over the past ten years.

    Dr. Patrick Keeley, Superintendent of Mountain Empire Unified School District