Planning for Tomorrow -Peace of Mind Today

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Cooperative Will & Trust – making piece of mind convenient and accessible

At Cooperative Will & Trust, we believe estate planning should be simple, convenient, and reassuring—not overwhelming. Whether you’re preparing a will, setting up a trust, or guiding a loved one’s estate through probate, we’re here to make the process clear and accessible, every step of the way.

We proudly serve individuals and families from all walks of life, with a special commitment to members of credit unions, cooperatives, and community-minded organizations. Our firm is built on the same values that drive you: trust, practicality, and teamwork.

Our Services Include:

  • Line drawing of a tree with multiple leaves, a heart shape in the center, a house on the left, and an open book on the right, all enclosed in a circular border.

    Wills & Revocable Trusts

    The backbone of your plan.  These documents determine who will inherit your assets, who will be in charge of administering your estate, and who will care for any minor children.

  • A circular icon with puzzle pieces surrounding a person at the center, including icons of a briefcase and a lock.

    Powers of Attorney & Health Care Directives

    The most underrated part of an estate plan.  These allow you to name someone to make decisions for you during your life if you can’t, such as in cases of disability, dementia, or even unforeseen health issues. 

  • A line drawing of a map with a compass in the center, wrapped around by a scroll.

    Probate & Estate Administration

    We’re your guides in carrying out the terms of your loved one’s Will or Trusts.  If the person didn't make a Will or Trust, we can help there too, making the process as quick and simple as possible. 

A smiling couple happily embraces in a modern kitchen, with the woman hugging the man from behind, while he holds a black coffee mug and looks out the window.

Why Choose Cooperative Will & Trust? 

  • Clear, upfront pricing 

  • Flexible appointments—including virtual options 

  • Compassionate, plain-language guidance 

  • Aligned with cooperative principles and member needs 

Whether you’re just starting your planning or updating an existing plan, we make it easy to get the guidance you need—on your schedule, in your community.

Let’s simplify the process together. 

Start today with a free consultation or explore our resources to learn more.