Digital estate planning at your fingertips

Getting your estate plan in order is an important task that can offer security and peace of mind to you and your loved ones. Yet for a variety of reasons, many of us have not addressed it.

That is why Soarion Credit Union provides access to a Digital Estate Planning tool in collaboration with our trusted partners at TruStage™.

Through a relationship that TruStage™ has with One Digital Trust (ODT), a leading provider of online estate planning solutions, Soarion members can access a subscription-based digital estate planning tool to create legally valid documents.

Go beyond simply creating your basic will:

Create important estate planning documents like your last will & testament, power of attorney or a living will, including trust, guardianship for minor children, and directives for your pets.
Automatically catalog assets, debts, and important documents in a secure and customized digital vault that can be accessed and updated as long as your subscription is active.
Receive a dynamic view into your overall financial standing, including the ability to record and track any inheritance allocated to your loved ones.

Seamless, Simple Steps

Create an account

Payment

Make a payment of $199 for full 1-year access and create all needed estate plan documents.

Print and save documents

Download completed documents and securely store them in the digital vault.

Renewal Options

Option to renew at $36/year to help ensure you can update your estate plan as your life changes.

Digital Estate Planning FAQs

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.

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

Estate plan documents you created
Title 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; how they will be distributed; as well as a list of all those personal items that have been accumulated

Within the first year of purchase, many customers create their basic estate planning documents such as a living will. The advantage of keeping the subscription beyond that first year is the ability to update your estate plan to accurately accommodate for the life changes and milestones you and your family may experience.

However, if you feel that you got everything you need from the first year (ex. created a living will) and do not see additional value in renewing, you can elect to cancel your subscription prior to the renewal period.