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遗产规划 Made Simple

Create a customized and affordable Estate Plan to ensure your children, 宠物, 资产, future and legacy will be handled the way you want. We're excited to announce our exclusive partnership with 信任 & 将1  the most trusted name in online 遗产规划. Take advantage today with 15% off, just for being a Cal Coast member!2

快速、安全的 & 易于使用的

Get a customized Estate Plan in about 15 minutes. All of your information is kept safe and secure. If you have questions along the way, 信任 & 将 customer support experts are standing by to help.

开始

What is 遗产规划? 

遗产规划 is setting up a plan that authorizes who will eventually receive your 资产. It also defines how you want your affairs to be handled in the event you're not able to handle them yourself. Many people think it's only about finances, but there's so much more involved!  Your estate is made up of all the property you own, such as: 

  • 汽车
  • 房子 & 土地 
  • 现金、存款 & 退休账户
  • 衣服 & 珠宝

信托与意志

There are many commonalities between a 信任 and a 将, but also several differences. They both decide who will receive your 资产. One big difference if when it takes effect - a 信任 goes into effect immediately upon signing and funding, but a 将 only goes into effect after you pass. A 将 is seen as a more "simple" document, while a 信任 is a bit more complex and typically has varying types and benefits, depending on your needs. 

Nomination of Guardianship

If you're a parent of a minor then at a minimum you'll want to consider having a Nomination of Guardianship. This document specifies who will look after your children, should anything happen to you while they are still minors. This is an important legal document that is a great solution for parents that aren't ready to complete their full 将 or Estate Plan quite yet. 

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在线遗产规划

Transforming the Way Families Plan for the Future

的目标 信任 & 将 is to make setting up your 将, 信任 or Nomination of Guardianship as simple and straightforward as possible. Here are just a few reasons why 信任 & 将 is a leader in 遗产规划: 

  • Affordable options without the expensive legal fees, plus plenty of added benefits
  • Legally binding documents that are customized to fit your needs in minutes 
  • A dedicated support team to eliminate the guesswork 

开始

  1. California Coast Credit Union is an exclusive credit union partner to 信任 & 将 in San Diego County and southern Riverside county. 
  2. California Coast Credit Union members will receive a 15% off discount on 遗产规划 services including 信任s, 将s and Guardianships.