CUSG Expands Its Financial Empowerment Portfolio for Credit Union Members to Include Estate Planning

An ideal complement to the Love My Credit Union® Rewards program, the addition of Trust & Will empowers tens of millions of credit union members with easy, affordable tools to secure their financial future.

LIVONIA, Mich. – February 22, 2024 –  CU Solutions Group (CUSG), a credit union service organization offering leading edge products and services in the areas of martech, performance, and financial empowerment, has partnered with Trust & Will, the leading digital estate planning and settlement platform, to include estate planning in its Love My Credit Union Rewards program offerings. This new partnership aims to bridge the gap in the estate planning landscape, by offering easy access and exclusive savings on estate plans to credit union members nationwide.

The new Trust & Will program is offered through CUSG’s Love My Credit Union Rewards program – an award-winning affinity program that connects members to valuable savings on tax preparation, mobile and internet services, and an array of other offerings. Since its inception, the program has helped credit union members realize savings of more than $2 billion on essential products and services.

Trust & Will joins other financial empowerment tools CUSG offers credit unions and their members. Alongside Save to Win – a national prize-linked savings program, the FIST Score (Financial Stability Score), and an extensive collection of 150 calculators to guide members towards financial wellness.

"Estate planning is a critical aspect of financial management that often gets overlooked, despite being the largest financial transaction of one's life," shared Dave Adams, CUSG President and CEO. "Credit unions play a vital role in guiding members towards financial wellness. By bringing a partner like Trust & Will into the Love My Credit Union Rewards program we can empower credit union members to take control of their financial future."

Through the Love My Credit Union Rewards program, credit union members can access exclusive savings on any estate plan through Trust & Will and enjoy the following benefits:

The Love My Credit Union Rewards Trust & Will program is open to over 4,000 credit unions across the country serving more than 140 million members. As not-for-profit financial institutions, credit unions have a purpose of helping members create better financial futures. With financial wellness at the core of their values, credit unions are uniquely positioned to incorporate this program into their product and service offerings.

"We're excited to announce our partnership with CUSG and Love My Credit Union Rewards, a collaboration that aims to make estate planning accessible and affordable for millions of families who may not have considered it otherwise," said Cody Barbo, Founder and CEO of Trust & Will. "My family and I are credit union members ourselves and have truly enjoyed the personal care you get from the people who work there. Our mission is to help every family leave a legacy, and through this national program, we aspire to assist millions of credit union members in safeguarding their family's future with a customized estate plan that meets their unique needs.”

Credit unions interested in offering their members the Love My Credit Union Rewards Trust & Will program can click here to learn more or email

About CUSG

CUSG is a leading provider of innovative software and services in the areas of human resources, marketing, technology, and financial empowerment. The organization's mission is to support businesses with the delivery of exceptional experiences for their employees and customers while also maintaining a secure and resilient environment. CUSG is home to numerous national brands, including Performance Pro, Compease, The Learning Center, MemberXP, BankingXP, Save to Win, and Love My Credit Union Rewards. Serving over 2,200 financial institutions, universities, hospitals, and other businesses nationwide, CUSG is a trusted partner in their growth and development. The company has established strategic partnerships with industry leaders such as Trust & Will, Intuit TurboTax, H&R Block, Marquis, WHITE64, AudioEye, CalcXML, and Think|Stack, enabling it to offer comprehensive solutions tailored to support diverse business strategies and needs. For more information, visit

About Trust & Will

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is a certified B Corporation and is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit

Trust & Will is an online service providing legal forms and information. Trust & Will is not a law firm and does not provide legal advice.

Media Contact

Kaye Chervenak, VP of Corporate Marketing, CUSG
For clients requesting additional information, please reach out to


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