Filene Fill-In Ep. 38: Will Be Done Part 2 -- Why WILL it matter?

Filene Research Institute

Thank you for joining us for part two of our show about Will Be Done – the tool that helps people create wills. It might seem like a tricky subject, or a space that financial institutions don’t see a reason to get into with members, but really, it is a perfect fit. If you protect a member’s financial assets their whole lives, why wouldn’t you also help them protect what happens once they’re gone? Don’t just take it from me though…in this episode we hear from two people who have been involved at various stages of the creation of this tool, two people for different but equally personal reasons see the life-changing impact something like this can have on those left behind when loved ones are lost. First we have Michael Spink of Local Government Federal Credit union who was originally part of the team that came up with the idea, so this is his brainchild in a way, but he’s sharing how such a tool could have made a difference in his life had he had it sooner. And then we chat with Steve Fukumoto from Schools First Federal credit union who is currently part of the team getting this tool to market and motivated very personally to see it become broadly available across the nation through credit unions.