Estate Planning Essentials Program

Regardless of the size of your estate, everyone should have an estate plan. Estate planning gives you peace of mind that your loved ones will be cared for in the event of your death or unexpected health crisis.

Estate planning doesn’t have to be difficult. The Estate Planning Essentials Program is designed to cover the basic estate planning needs of most members in a single visit with a participating attorney, right in your local branch.

Documents that you may receive through the program include:

  • A Will, which may include trust provisions*
  • Durable Power of Attorney
  • Healthcare Power of Attorney and Living Will
  • HIPAA Authorization

The cost for the program is $275 for an individual and $375 for a married couple with similar estate planning needs. Married couples may be charged as individuals if you have substantially different plans or if one of you does not have his or her documents prepared at the same time.

Next Steps

Help to ease stress on your family by planning for your estate now. Visit your local branch to get started with a Trust Representative.

* Trust Services are available through MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust products are not credit union deposits, are not insured by the NCUA or any other federal government agency, are not obligations of or guaranteed by the credit union, MEMBERS® Trust Company or any affiliated entity, and involve investment risks, including the possible loss of principal. The material above is for educational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or tax professional.

Attorneys participating in the Estate Planning Essentials Program are not employees or agents of the Credit Union, MEMBERS® Trust Company or any affiliated entity. Trust Representatives are not employees or agents of the participating attorneys. The Credit Union and MEMBERS® Trust Company are not providing legal services and are not responsible for the services provided by these independent professionals. The Estate Planning Essentials Program is an optional program for members. Credit Union members have the option to use an attorney participating in the program or select their own attorney.