What’s an estate plan?
It’s a set of legal documents and instructions. It goes beyond outlining your financial assets. An estate plan also includes important preferences like choosing trusted guardians for your children and pets.
You can also state your health care choices in the event you can no longer make those decisions yourself.
Who it’s for
It’s for anyone who wants to secure their family’s financial future.
Get a 30% discount on estate planning.
We’re working with Trust & Will to provide members and customers an easy way to create estate plans online. Trust & Will is a leader in online estate planning. More than half a million families trust them with their estate planning needs.
Learn more about estate planning with Trust & Will.
Why choose Trust & Will?
Trust & Will offers state-specific and legally valid documents and customized guidance to meet your family's needs. Step-by-step instructions can help you create your plan online in about 20 minutes.
A support team is available to answer your questions.
Add life insurance to your estate plan
A policy from USAA Life Insurance Company can be a valuable addition to your estate plan. It can cover important costs and help give your family peace of mind when they need it most.
Estate planning FAQ
Lawyers create Trust & Will estate plans and the wills they include. The documents are state-specific, even after you’ve customized them. You just need to sign your documents and have them notarized after you’ve downloaded them.
A will goes into effect after your death and allows you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.
A trust goes into effect immediately after it’s funded. Trusts offer great control over when and how your assets are distributed and allow you to avoid probate.
