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 covers 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
  • Health Care Power of Attorney and Living Will
  • HIPAA Authorization

The cost for the program is $325 for an individual and $425 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 ease the stress on your family by planning for your estate now. Call or visit your local branch to get started with a Trust Representative.