USAA Life Insurance Company, a leading financial services brand for military members and their families, and Trust & Will, a premier digital estate planning and settlement platform, have announced a strategic relationship to provide discounted estate planning and probate services to their members serving their unique needs.
“Military service members, veterans and their families face distinctive challenges throughout their financial journey. Their sacrifices for our nation underscore the need for specialized estate planning tools that address their specific circumstances,” said Brian Harris, vice president Transformation and New Business Ventures at USAA. “In uniting with Trust & Will, USAA can now offer seamless online estate planning solutions alongside our robust suite of financial services. Our members can confidently prepare for the future, knowing their legacy is secure.”
USAA members will benefit from Trust & Will’s streamlined approach to estate planning. Whether creating a will, setting up a trust or managing an estate, the platform provides efficient, user-friendly tools. Key benefits include:
Exclusive discounts and benefits for USAA members.
Priority member support and specialists who understand the unique needs of military families.
Legally valid documents designed by attorneys.
A secure, intuitive online platform for both estate plans and probate.
Swift completion of estate plans.
Dedicated educational resources for military members.
“We’re honored to collaborate with an esteemed institution like USAA, who’ve been helping families for more than a century,” shared Cody Barbo, founder and CEO of Trust & Will. “Our shared vision is to empower the brave men and women who serve our country. With this alliance, we’re ensuring they have access to comprehensive estate planning resources. It’s our way of giving back to those who have given so much.”
USAA’s commitment to financial wellness is further bolstered with this partnership. The alliance recognizes that while estate planning is crucial, over half of Americans lack a will. USAA and Trust & Will aim to bridge this gap for the military community. USAA will integrate Trust & Will into essential experiences where a member may need estate planning services, such as acquiring a life insurance policy, updating beneficiaries or settling the estate of a loved one. USAA saw value in Trust & Will even before this relationship by investing in the company through USAA’s Corporate Development team in early 2023.
“As champions for the military community, USAA sees this collaboration as a pivotal step in bolstering our members’ financial resilience,” continued Harris. “By aligning with Trust & Will, we’re amplifying our commitment to guiding our members toward a secure, prosperous future and building on the value of their USAA membership.”
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