Peacefully was created through the understanding that after people pass, families carry a massive administrative burden which can make a difficult time even harder.

Peacefully helps members and their families prepare for the end of life by offering estate planning and a secure planning vault to store their most important information.  Additionally, Peacefully has a team of experts to help members handle bureaucratic tasks after the death of a loved one (such as canceling utilities, dealing with online accounts, planning a funeral, etc.)

How a strategic alliance with Peacefully benefits credit unions

Perhaps most importantly, Peacefully helps credit unions fulfill the “people helping people” vision. With Peacefully, credit unions can be there for members and their beneficiaries throughout their lives – from first estate planning conversations after the birth of a baby, to a serious diagnosis, to a loved one passing. Peacefully helps credit unions demonstrate their commitment to the well-being of their members.

There are also direct financial benefits for credit unions to partnering with Peacefully:

• Retention of assets during the $70 trillion great wealth transfer: Peacefully’s secure planning vault and estate planning process offers an opportunity for the credit union to engage early on and build meaningful relationships with beneficiaries. And then, Peacefully’s estate settlement services provide invaluable support to beneficiaries during one of life’s most challenging moments. Credit unions can establish relationships with the next generation, helping them manage inherited assets and other financial affairs. This presents a strategic opportunity to engage beneficiaries and potentially retain assets within the credit union.
• New, non-interest income: Credit unions can earn income by helping members navigate wills, trusts, power of attorney, and advance directives.
• Retention of members through a sticky service: After taking the time to input information into a white-labeled or co-branded secure, family organization vault, members will not want to go through the trouble of re-doing this with another financial institution. This can increase loyalty and retention for members, particularly those who move away in retirement.

Why choose Peacefully?

By providing access to Peacefully’s comprehensive platform, credit unions can help members secure their financial legacy while easing the burden on their loved ones. While other services only provide estate planning and legal document creation services, Peacefully also helps with comprehensive end-of-life planning and settling affairs after a loved one passes. We don’t leave members with a legal document; we also help with the medical side, the emotional side, the how to care for a pet side of estate planning. And, when credit unions get the call that a member passed away, Peacefully can give step-by-step assistance with settling affairs – from freezing credit to planning a funeral to dealing with a Facebook account.

Connect with Peacefully

Talk to one of our CUNA Strategic Services alliance managers to learn more about Peacefully. We’ll help you identify and evaluate the best solution for your credit union.