800-622-3631
Routing #: 314978543
Search
800-622-3631
Routing #: 314978543
Search

Fraud Alert: Beware of Phone Scams- Scammers may pretend to be Rally and ask for your account information. If you receive an unexpected call claiming to be from Rally, hang up and contact us directly using a trusted phone number or secure channel.

Estate Planning with Trust & Will

July 29, 2025
Est. Reading: 1 minutes
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Secure your family’s future with an estate plan.


Get 20% off an estate plan

We partnered with Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.

Get Started

Benefits of Trust & Will

  • Affordable services: Members save 20% off any estate plan and get the first shipment of documents for free.
  • Expert support: Their team of experts is available to help if you have any questions along the way.
  • Easy and convenient: Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
  • Built by attorneys, customized by you: State-specific, legally-valid documents that are customizable to meet your family’s needs.

How It Works

Step 1. Choose your plan: Pick the plan that's right for you. Your 20% discount will be automatically applied.

Step 2. Answer a few simple questions: You'll be guided through a step-by-step process to complete your documents. Answers save as you go, and support is available if needed.

Step 3. Instantly download your documents: Your discount is applied at checkout. You can download your documents or request a printed shipment.

Step 4. Sign and notarize at your convenience: Finalize your documents with a signature and notary to make them legally binding.

Frequently Asked Questions

Trust & Will

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