Member Discounts

KTVAECU^® has partnered with Trust & Will ¹ to offer secure, affordable estate planning services. Being a Member with us gives you a 20% discount on any estate plan. That means wills start at just $159.00, and trusts start at just $399.20!

SECURE YOUR FAMILY'S FUTURE WITH TRUST & WILL

Estate planning through Trust & Will means your family's legacy is in good hands. Having an estate plan helps protect your assets and ensures your loved ones will be cared for once you're no longer able. Delegate the inheritance of funds and assets, assign caretakers for your pets and dependents, and more. What you'll get:

Secure, affordable estate planning available in all 50 states
Legally binding, customizable documents created by lawyers
Top-rated Member support, available six days a week
Simple, step-by-step instructions to help you complete your will or trust online in as little as 30 minutes

WILL-BASED ESTATE PLAN
Starting at $159.00 with Member Discount

A will outlines how you want your dependents, financial assets, and medical concerns handled.

Nominate trusted guardians for children and pets
Determine how assets will be distributed
Designate healthcare agents and specify what happens in a medical emergency

CREATE YOUR WILL

TRUST-BASED ESTATE PLAN
Starting at $349.00 from April 1 - 30

A trust includes all the features of a will and more for greater control over your finances.

Add conditions to the distribution of your assets
Create a revocable living trust
Avoid probate court

Create Your Trust

Get a bigger discount this tax season with up to 20% savings on TurboTax^®
² federal products. Hand off your taxes, get help from experts, or file on your own – with TurboTax, America’s #1 tax preparation provider.

GET STARTED

HR Block

Get expert tax help and the best-in-market offer of saving up to $25 on H&R Block ² professional tax prep. Get your taxes done by a tax pro in an office, via video, or by phone – with H&R Block, experience counts.

GET coupon

Use Coinstar Kiosks to Put Coins and Cash in Your Account!

We’ve added another awesome perk of being a Member of KTVAECU^®! We partnered with Coinstar ³ to make it easier, faster, and safer to transfer change and cash into your KTVAECU account! If you have a KTVAECU Debit Card, you have everything you need! Just follow these three easy steps:

Coinstar step 1 Select Transfer and swipe your debit card at participating Coinstar^® kiosks.

Coinstar step 2 Pour coins or insert cash into the machine.

Coinstar step 3 Boom! Your Coinstar balance will be quickly credited into your account.

Find a Coinstar kiosk

As a Member, additional insurance policies are available to you at a discounted rate.

GET MORE INFORMATION

Disclosures

¹ Trust & Will is a third-party partner to Knoxville TVA Employees Credit Union. Must be a Member to qualify for discount. Discount is on initial estate planning service and does not apply to every service purchase. Estate service products are not insured by NCUA or any Federal Government Agency; are not a deposit of, or guaranteed by the Credit Union or any Credit Union Affiliate; and may lose value. KTVAECU® is not responsible for services offered by Trust & Will. Other restrictions, terms, and conditions may apply.

² TurboTax Offer: Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited-time offer for TurboTax 2022. Terms, conditions, features, availability, pricing, fees, service, and support options subject to change without notice. Intuit, TurboTax, and TurboTax online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. H&R Block Offer: A new client is an individual who did not use Block Advisors or H&R Block office services to prepare their 2021 return. Valid at participating U.S. offices for an original 2022 personal income tax return for new clients only. Tax Identity Shield terms, conditions, and limitations apply. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to completion of initial tax office interview. No cash value. Expires October 17, 2023. OBTP#B13696. ©2023 HRB Tax Group, Inc.

³ Coinstar® is a registered trademark of Coinstar® Asset Holdings, LLC. Available to qualifying Members. Service fee may apply. Available at participating Coinstar kiosks.