Member Perks
Tax Return Filing Assistance
You can save 20% on TurboTax®1 or save up to $25 on in-office tax prep services from H&R Block2, plus save even more with early-season pricing when you file by February 28th.
And enter for a chance to win $10,000 from Love My Credit Union Rewards.3
Is there any cost to participate?
No, this offer is included with your Membership at CSE as our way of saying thank you!
How do I get the TurboTax discount?
To get your credit union member 20% discount with TurboTax, simply click on the link below. Once on the new landing page, click the ‘Get Started’ link above to access CSE FCU’s TurboTax microsite which has the 20% member discount built into the product pricing.
How do I get the H&R Block discount?
To get your credit union member discount on H&R Block services, simply click on the link below. Once on the new landing page, click the ‘Get Coupon’ link above to generate your coupon. The coupon must be presented to your H&R Block tax pro prior to the completion of your initial tax interview.
Is the Member discount for new and returning customers?
Yes, as a benefit of being a CSE Member, new and returning filers receive special savings with TurboTax and H&R Block.
New and returning TurboTax filers can save 20% on federal online products.
New H&R Block clients will receive $25 off expert tax prep. A new H&R Block client is an individual who did not use H&R Block or Block Advisors office services to prepare their 2024 tax return in 2025. Returning customers to H&R Block will receive $10 off.
How long are the offers available?
The TurboTax member discount is valid until 10/15/2026.
The H&R Block member discount is valid until 10/15/2026.
What is the Love My Credit Union Rewards Tax Time Sweepstakes?
What is the Love My Credit Union Rewards Tax Time Sweepstakes?
The Love My Credit Union Rewards Tax Time Sweepstakes is being offered to all credit unions and their members and employees that participate in the LMCUR Tax Services program. The sweepstakes starts January 1, 2026 and runs through April 15, 2026. Members and employees have the opportunity to win $1,000 monthly prizes in Jan, Feb, Mar, and Apr and the grand prize of $10,000. The sweepstakes entry form is located on the Tax Services landing page at the link below. There is no purchase necessary and the sweepstakes is open to legal residents of the 50 united states (D.C.) who are 18 years or older and who are members or employees of a U.S. credit union as of December 31, 2025. Members and employees may enter once using a valid email address. Sweepstakes ends April 15, 2026. Click here for Official Rules, prize descriptions and odds disclosure.*
1TurboTax Offer: Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2025. Discount applies to TurboTax federal products only. Actual prices are determined at the time of print or e-file and are subject to change without notice. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.
2H&R Block Offer: H&R Block Offer: void if sold, purchased, or transferred and where prohibited. No cash value valid at participating U.S. offices only A new client is an individual who did not use H&R Block or Block Advisors office services to prepare their 2025 tax return. Discount valid only with or for preparation of an original 2025 personal Income tax return. Coupon must be presented prior to completion of initial tax interview. Discount may not be combined with any other offer or promotion. Expires October 15, 2026. OBTP# 13696-BR ©2025 HRB Tax Group, Inc. All tax situations are different. Not everyone gets a refund. See hrblock.com/guarantees for complete details.
3Sweepstakes: NO PURCHASE NECESSARY. Legal residents of the 50 United States (D.C.) 18 years or older who are members or employees of a U.S. credit union. Ends 4/15/26. To enter and for Official Rules, including odds and prize descriptions, visit https://taxservices.lovemycreditunion.org. Void where prohibited.
Trust & Will
Secure your family’s future with an estate plan.
Get 20% off an estate plan.
We partnered with Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.
Benefits of Trust & Will
Affordable services
Members save 20% off any estate plan and get the first shipment of documents for free.
Expert support
Their team of experts is available to help if you have any questions along the way.
Easy and convenient
Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
Built by attorneys, customized by you
State-specific, legally valid documents that are customizable to meet your family’s needs.
Will-Based Estate Plan
$199 | $159.20 | 20% OFF
This outlines how you want your dependents, financial assets, and medical concerns to be taken care of:
Nominate trusted guardians for children and pets
Determine how assets will be distributed
Designate healthcare agents and specify what happens in a medical emergency
Trust-Based Estate Plan*
$499 | $399.20 | 20% OFF
This includes all the features of a Will and more:
Add conditions to how assets will be distributed
Create a revocable living trust
Avoid probate court
What is the difference between a Will and a Trust?
Wills and Trusts have a lot of overlap, but also a lot of differences.
Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often must go through a probate process after death.
Like a Will, a Trust also controls the disposition of assets, but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many, and justifies the additional work upfront needed to create a Trust.
Both are ways to say who will receive your assets. Each has different ways of distributing those assets, as well as different advantages and disadvantages.
How long will it take to complete a Will or Trust?
Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!
Is Trust & Will a law firm?
We are not a law firm, and we are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with us, and information provided to us is not protected by the attorney-client privilege.
Is an online estate plan right for everyone?
Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their services ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of 100+ financial institutions across the U.S.
Trust & Will is offering 20% off the initial purchase of an estate plan. No promo code is required; the discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren’t eligible for a discount. *Trust & Will provides legally valid Estate Plan documents in all 50 states. However, Trust documents are not available in Louisiana due to specific state laws.
TruStage™: Insurance the Credit Union Way
Insurance protection is part of a solid financial plan. From getting a good rate on coverage for your car to making sure your life insurance is adequate, dependable insurance coverage ensures financial relief when you need it. And along the way, you’ll take comfort in knowing you’re protected.
TruStage insurance products and programs help members protect what matters most. Backed by nearly 80 years of working in partnership with credit unions and their members, you’ll find products for life, car, AD&D, long-term care, home, and more. TruStage offers straightforward information, real value, and assurance. And it’s only for credit union members like you.
Shared Branching Services
All CSE members have the benefit of doing business at credit unions across the country through the CO-OP Shared Branch network! No matter where you are, you may have access to your CSE accounts via this network.