Digital estate planning at your fingertips

Getting your estate plan in order is an important task that many of us have not addressed yet for a variety of reasons. We’d like to help you with that. Through a relationship that our trusted partner TruStage™ has with One Digital Trust (ODT), a leading provider of online estate planning solutions, Liberty Savings is pleased to provide members with access to a subscription-based digital estate planning tool to create legally valid documents.

The platform goes far beyond simply creating a basic will

• It creates important estate planning documents like your last will and testament, power of attorney or a living will, even setting up things like a trust, guardianship for minor children, and directives for your pets
• It automatically catalogs assets, debts, and important documents in a secure and customized digital vault that can be accessed and updated at any time
• It provides a dynamic view into your overall financial standing and the ability to record and track any inheritance allocated to your loved ones

 

Getting started is simple

Create your account and sign in

• Register your account and begin creating your plan, starting with your basic will.
• This allows you to get a sense of what this tool can offer before committing to the subscription payment.

Make your payment

• Make a payment of $199 and unlock access for one full year. This allows you to create all needed estate plan documents.
• One price for all documents, including wills, trusts, power of attorney, etc.

Print and save documents

• Download completed documents and securely store them in the digital vault.
• Print all documents that require notarization, storing them back into the vault after notarization.

Consider ongoing access

• Option to renew your subscription at $36/year to update your estate plan as your life changes.
• This ongoing access ensures your plan stays current and reflects your wishes.

 

Frequently Asked Questions

What is an estate plan?

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. Create yours today

Why is estate planning important?

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.

I don’t believe I have an “estate.” Why would I need an estate plan?

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.

Do you have to be tech savvy to use this tool?

No. 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.

What’s included in this digital estate planning tool?

Last Will and Testament
Power of Attorney
Pet Trust and Instructions
Guardianship Directions Final Instructions
Instructions for Property Distribution

TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates. ©TruStage

Start planning your estate today