See how we're creating new non-interest revenue for our partners

Turn estate planning into revenue - no extra staff, overhead, or complexity.

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See how we're deepening account holder relationship for our partners

Estate planning builds lifetime loyalty without adding staff or complexity.

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See how we're capturing data you can't get anywhere else for our partners

Unlock life events, beneficiery details, and estate planning insights no core system tracks.

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Success Stories

Discovering Success Stories and Unveiling the Strategies Behind Extraordinary Results

Partner Success Story
April 1, 2026

Partner Colorado Credit Union

Breakeven in 2 Months and the $84 Trillion Opportunity — How Partner Colorado Credit Union launched estate planning and hit profitability in 60 days.

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Partner Success Story
April 1, 2026

Lake Trust Credit Union

How a Michigan credit union turned estate planning into a financial wellbeing strategy — and a new revenue line.

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Partner Success Story
April 1, 2026

How Vantage West Built a Competitive Estate Planning Program

A leaders-only discussion with Jimena Valdes-Walls, SVP of Member Experience, on transforming member perception through embedded estate planning.

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Partner Success Story
April 1, 2026

Vantage West Credit Union

How Arizona's second-largest credit union embedded estate planning into its member experience.

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Partner Success Story
March 30, 2026

Credit Union in Arizona

Estate Planning Program is a Win/Win for Members and Credit Union’s Bottom Line.

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Partner Success Story
March 30, 2026

Goldenwest Credit Union

How Goldenwest filled a 125-seat estate planning seminar in 5 hours — and why education is the conversion engine.

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Partner Success Story
March 30, 2026

WyHy Federal Credit Union

How a $400M Wyoming credit union broke even on estate planning in 3.5 months — with a 12-month target.

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Create a profitable estate planning department in weeks instead of years.

We'll show you how WyHy CU became profitable in just 3 months after launching.

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