August is National Make-a-Will Month. Use this month as a yearly reminder to make a plan to direct what happens to your assets and possessions with an estate plan and review it every three to five years.
5 reasons to have a will
- Make your wishes known.
- Minimize disputes.
- Provide for your family.
- Provide clarity.
- Peace of mind to you and your family.
Available resources
If you need to create or update your will, below you’ll find descriptions of resources available to you as University employees. Additional financial resources are in the Total WellBeing On-Demand Library.
UNC System Life Insurance Plan
If you participate in the UNC System Life Insurance Plan, you have access to legal, financial and grief resources, travel assistance, legal planning resources, beneficiary financial coaching, and online will preparation at no additional cost.
Learn more about will prep and other free services for UNC employees.
LegalShield
If you’re enrolled in LegalShield, discounted legal protection offered through PerksConnect, your provider law firm can answer your questions and help create your Estate Planning documents. Make-a-Will Month is the perfect opportunity to take advantage of your membership benefits and prepare a will with the guidance of a vetted lawyer. If you’re not enrolled, consider joining!
LegalShield members receive free will prep included in their membership.
SECU: Estate Planning Essential Program
State Employees’ Credit Union (SECU) members can meet with participating attorneys at a local SECU branch to create an estate plan, including wills, trusts, establish a power of attorney, and advance health care directives for a discounted fee of $375 for individuals and $500 for married couples.
Details about SECU’s Estate Planning Essentials Program.