Estate Planning

We've partnered with Legal Karma to give you the best of affordable wills and trusts
Home More for You Estate Planning

Plan for Tomorrow, Today—with Legal Karma

Wills, Trusts, and Powers of Attorney—Made Simple
Planning for the future doesn't have to be complicated. That's why we partnered with Legal Karma to help you create a personalized estate plan—quickly, affordably, and with confidence.
 
Why choose Legal Karma?
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Easy to Use

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Affordable
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Peace of Mind

Create Your Plan in Three Easy Steps

1. Enter your email address associated with your account.
2. View the menu of services and answer the guided questionnaire.
3. Once submitted, you'll receive your estate plan within 3-5 business days. That's it!

Questions? Call our member support team or engage with live chat.
(925) 396-9033 | 9:00 a.m. - 5:00 p.m. M-F, PST

Power of Attorney Package - $199

Appoint someone you trust to make decisions on your behalf if you are unable to do so. This can include handling finances, legal matters, or healthcare decisions. This package offers:

  • Financial Power of Attorney
  • Advance Health Directive
    • Living Will
    • Medical Power of Attorney
  • HIPAA Authorization
  • Instructions for Signing/Executing Documents
    • Book an appointment to notarize your documents at any of our branches at no cost. Make sure to bring a valid form of identification.

 
 

Will Package - Single $399 / Joint $499

Create a plan for your assets that supports both your family and your estate. This package offers:

  • Last Will and Testament
  • Financial Power of Attorney
  • Advance Health Directive
    • Living Will
    • Medical Power of Attorney
  • HIPAA Authorization
  • Instructions for Signing/Executing Documents
    • Book an appointment to notarize your documents at any of our branches at no cost. Make sure to bring a valid form of identification.

Take the Next Steps
 
 

Trust Package - Single $799 / Joint $999

Manage and pass on your assets with ease—without the delays and costs of probate. This package offers:

  • Revocable Living Trust
  • Certification of Trust
  • Last Will and Testament
  • Financial Power of Attorney
  • Advance Health Directive
    • Living Will
    • Medical Power of Attorney
  • HIPAA Authorization
  • Instructions for Signing/Executing Documents
    • Book an appointment to notarize your documents at any of our branches at no cost. Make sure to bring a valid form of identification.
  • Instructions for Funding Trust

Take the Next Steps


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Need Help?

If you have any questions or need help through the process, schedule a support call or reach out to our member support team directly.

(925) 396-9033 | 9:00 a.m. - 5:00 p.m. M-F, PST
 
 
















Want more?



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Is it time for a beneficiary check up?

Ensuring your beneficiary designations are correct for all your financial accounts is just one more way you can protect your family long after you are gone.






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Professional and Quality Protection

We've teamed up with TruStage to offer premium insurance services, exclusively for our members. 

Life Insurance
Auto Insurance