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.
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 program is optional for Credit Union members, who may use a participating attorney or select their own attorney. The Credit Union and Members Trust Company are not providing legal services and are not responsible for the services provided by these independent professionals. 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 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.