As a member of Upward Credit Union, you can take advantage of our partnership with Living Trust Educators, the leading provider of estate planning services. They are dedicated to helping families protect their legacies. Schedule an appointment with their team and ask about your special member discount.
Benefits of Meeting With Their Team Include
Family Guardianship: Designate guardians for your pets and minor children.
Health and Legal Documents: Complete essential documents, including a power of attorney.
Minimize Legal Hassles: Avoid probate with a Trust-Based Estate Plan.
Peace of Mind: Ensure your loved ones are taken care of with an established plan.
Establish Beneficiaries: Choose individuals to inherit specific assets.
Reduce Costs: Advance planning can lower estate taxes and reduce future expenses.
Outline Final Wishes: Clarify your final wishes and arrangements in advance.
To schedule an appointment, email info@upwardcu.org.