Wills and Trusts
Protect what matters most: your loved ones, your future, and your peace of mind. Powered by Legal Karma.
Special offer available for members. Your discount will be applied at checkout.
Benefits of Educators Credit Union Estate Planning
-
100% Secure and Reliable
Rest assured, your estate planning documents are prepared to the highest legal standards by our experienced team.
-
Easy and Guided Online Process
Therefore, you have easy to navigate estate planning with our step-by-step online platform.
-
Affordable and Clear Pricing
Best of all, there are no hidden fees so you know the cost upfront for complete peace of mind.
-
Unlimited Access to Expert Support
Your peace of mind is a priority, our specialists help you every step of the way so you always have expert support.
-
Built for Our Members
Above all, you have access to a trusted solution designed with your needs and values in mind.
Getting Started is Easy
- Initially, create your account and start with our simple intake questionnaire
- Secondly, take a short 2-minute quiz about your goals and wishes.
- Then, choose the plan that best fits your needs and budget.
- Finally, complete at your own pace, with unlimited access to expert support.
- Above all, rest easy knowing your family is protected with a comprehensive estate plan.
Choose Your Estate Plan
-
Will Package
Includes:
- Last Will and Testament
- HIPAA Authorization
- Financial Power of Attorney
- Advanced Healthcare Directive
Benefits:
- Particularly, name guardians for children and pets
- Authorize someone to make financial or medical decisions on your behalf
- Furthermore, ensure your wishes are honored during difficult times
-
Trust Package
Includes:
- Revocable Living Trust
- Certificate of Trust
- Pour-over Will
- HIPAA Authorization
- Financial Power of Attorney
- Advanced Healthcare Directive
Benefits:
- Specifically, avoid costly probate court
- Keep your financial affairs private
- Control over when and how your assets are distributed
-
Power of Attorney Package
Includes:
- HIPAA Authorization
- Advanced Healthcare Directive
- Financial Power of Attorney
Benefits:
- Straightaway, authorize someone to make financial decisions on your behalf
- Ensure healthcare wishes are followed if you’re unable to direct your care
- Above all, give peace of mind to your family
- Create Your Power of Attorney
Login to View Pricing
We're Here to Help
Our estate planning specialists are ready to answer your questions, as well as guide you through your options. Whether you’re just exploring or ready to get started, we’re here for you.
-
Phone Support
No computer? No problem. If needed, our estate planning specialists can complete the process with you over the phone.
Mon–Fri, 9am–5pm EST
-
Book an Appointment
If you prefer, you can schedule a FREE call appointment with an Estate Planning Specialist.
Prefer to pay over time?
Use our 4-part, interest-free installment plan at checkout.
Frequently Asked Questions
Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.
An estate plan directs how you distribute your assets, additionally provides for your loved ones, also names guardians for minor children, and furthermore can reduce taxes and help you avoid probate court. Conversely, without a plan, state laws decide how your assets are distributed.
A will legally directs how you distribute your assets after your death and also allows you to name guardians for your minor children. Afterward, it goes through probate court. In contrast, a trust is a legal arrangement where a trustee holds assets for beneficiaries without going through probate. All in all, trusts can offer more control, privacy, and help avoid probate, but are generally more complex to set up.
Reputable online estate planning services create legally reliable documents when you properly sign, witness, and notarize them according to your state’s laws. In order to support this process, we provide clear instructions and guidance to help you complete your documents. If you need specific legal advice, then please schedule an appointment with a qualified attorney.
No. Member Support Services are available in both English and Spanish. This includes:
- If you prefer to chat, we offer live chat support
- If you need to talk to a representative, we have a dedicated phone line
- When you’re ready, schedule an appointment with an Estate Planning Specialist
Above all, we’re here to help in the language you’re most comfortable with!
Disclosures
© 2026 Educators Credit Union. All Rights Reserved.
Estate planning services are provided by Legal Karma in partnership with Educators Credit Union. Educators Credit Union is a member-owned financial cooperative serving Wisconsin.
This information is for educational purposes only and not intended as legal advice. Consequently, consult with a qualified professional in order to receive advice specific to your situation.