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

Origins and Conceptualization: “Will Be Done” is a tool originating from a brainstorming session among a group of Filene i3ers discussing wills and estate planning. It stemmed from personal experiences and a realization of the fear factor associated with this topic. The initial concept revolved around using shocking imagery to grab attention and encourage discussions about wills.

Development and Evolution: The tool progressed from a basic concept to a more engaging and accessible online platform. The team aimed to shift the conversation from fear-inducing to friendly and inviting. They emphasized simplicity, ease, and warmth in discussing a serious but vital topic.

Personal Motivation: The driving force behind this project was both professional and personal. Michael Spink of Local Government FCU talks about how his involvement stemmed from seeing the lack of interest in estate planning among credit union members and from firsthand experiences dealing with the aftermath of a family member's passing without clear estate plans.

Impact and Importance: The conversation highlights the crucial role of such a tool in easing the burden on loved ones after someone's passing. Personal experiences underscored the significance of having a will in place, regardless of age or family structure, to ensure clarity and fairness in distributing assets and addressing unanswered questions.

Advice for Credit Unions: Steve Fukumoto from Schools First FCU urges credit unions to embrace the tool despite any initial hesitations or discomfort around discussing death. The focus was on the potential positive impact on members' lives, emphasizing that offering this tool aligns with the core mission of credit unions—to improve the lives of their members.