Peacefully

STRENGTHENING MEMBER ENGAGEMENT

Peace of mind for credit union members and their families.

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’s team of experts help members handle bureaucratic tasks after the death of a loved one (such as canceling utilities, dealing with online accounts, planning a funeral, etc.) strengthening familial ties with credit unions, increasing loyalty, and retaining deposits in the event of a wealth transfer.

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HOW DEBBIE DRIVES MEMBERSHIP

Rewarding smart financial behaviors, connecting Gen Z with credit unions.

Debbie is an online platform that primarily helps younger consumers build smart financial behaviors. Every time a Debbie user reaches a financial milestone, they receive a cash reward that can only be accessed through a credit union account. The platform streamlines membership applications to unlock those rewards, bringing instant deposits and members to your credit union.

PEACEFULLY SOLUTIONS

Providing support when it matters the most.

Life organization planning vault

Peacefully helps credit union members looking to plan ahead with a digital vault to organize all of life’s important details. This includes everything from documenting healthcare wishes, to organizing financial accounts and valuables, to instructions on how to care for a pet.

The vault includes assigning deputies, so credit union members can share their plan and set up additional permissions; legal estate planning documents including real estate and property records, financial assets, and digital account information.

Peacefully also provides expert guidance: their team will be there every step of the way to answer questions.
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Estate planning legal documents

Peacefully allows members to create necessary estate planning legal documents in all 50 states. By answering a few short questions, members can create a customized will, trust, guardianship designation, and advance directive healthcare and durable power of attorney.

For members with complex situations, Peacefully can also provide referrals to local attorneys.
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Estate settlement and bereavement assistance

Losing a loved one is one of the hardest parts of life. Peacefully offers families practical estate settlement services and empathetic support as they navigate this journey, all made available through their credit union.

Peacefully’s Estate Settlement and Bereavement Assistance includes comprehensive checklists to guide families through important actions like making funeral arrangements, closing an estate, and transferring accounts. The concierge package also provides an expert acting as an assistant to the executor.

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PROVEN SOLUTIONS

Peacefully in action

500
hours saved on closing estates.
"Peacefully has really helped me and my family. I appreciate the level of detail when capturing real estate and financial assets so my family has all the necessary information when the time comes. The account sharing has made it a quick and easy process.”

- Elizabeth J.

THE RIGHT SOLUTION FOR YOUR CREDIT UNION

Helping credit unions be there for their members.

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, Peacefully also helps with comprehensive end-of-life planning and settling affairs after a loved one passes. Credit unions working with Peacefully can also benefit from:

  • Step-by-step assistance from freezing credit to planning a funeral to dealing with a Facebook account
  • Deeper familial relationships to support and streamline wealth transfer
  • Increased deposits
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PEACEFULLY RESOURCES