SAN JOSE — PremierOne Credit Union said it is now offering members access to a subscription-based digital estate planning tool, available through a partnership between TruStage and One Digital Trust (ODT), a provider of online estate planning solutions.
“Our goal is to empower members with tools that simplify important financial decisions,” VP-Member Experience Richard Tresler said in a statement. “This digital solution brings estate planning within reach for everyone—offering guidance, peace of mind, and flexibility through a trusted online platform.”
The Solution
According to the $620-million PremierOne, the digital estate planning platform allows members to create legally valid documents that include:
- Last will and testament
- Power of attorney
- Living will
- Pet trust and guardianship instructions
- Final instructions and property distribution plans
In a message to members, the credit union reminded, “Estate planning is not just for the wealthy. It’s an essential process for anyone who wants their wishes respected and their loved ones protected. Without an estate plan, assets are distributed according to state laws—often leading to outcomes that may not reflect personal intentions.
