Filene Fill-In Ep. 37: Will Be Done Part 1 -- What WILL it be?

Filene Research Institute

We don’t regularly just sit around and talk about our own deaths at Filene… but sometimes we do. A number of us realized we don't have wills and no plans to get one soon. But that's not a good way to be. This episode explores the build-out of an innovative program for credit unions to help their members by making the will-creation process easier so their assets and wishes are protected. An i3 team is currently looking for credit unions to test their built-out program with members. Here's a look at what's behind the idea and why you might be interested in offering it.