Contact
Locations
Rates
April 21, 2026
5 p.m. – 6 p.m.
It’s never too early to have the right financial plan in place. In this webinar, you’ll learn how to plan at each stage of your life and make sure you’re always chasing those long-term goals.
Explore estate planning
Learn how to plan for the future in a workshop with a Wills & Trusts specialist.
Find a workshopWhat you’ll learn
Will vs. trust
Wondering what the difference is and which one fits your needs? We’ve got you covered!
Types of legal documents
We’ll break these down, from healthcare directives to financial powers of attorney.
Estate planning process
Thinking of creating your estate plan with our team? We’ll go over what to expect.
Wills, Trusts & Powers of Attorney
May 5, 2026
5 p.m. – 6 p.m.
Learn the importance of making a will and trust and how it can save your family from future headaches by giving them confidence in the present. Plus, see how you can work with our team to easily create and update estate planning documents.
Appointing Your Roles and Communicating Your Legacy
May 19, 2026
5 p.m. – 6 p.m.
Struggling to start the conversation about making an estate plan? We get it, and we know it’s hard for your family, too. In this webinar, we’ll show you how to get the ball rolling and empower your loved ones to be a part of your plan and continue your legacy.
Wills, Trusts & Powers of Attorney
June 2, 2026
5 p.m. – 6 p.m.
Learn the importance of making a will and trust and how it can save your family from future headaches by giving them confidence in the present. Plus, see how you can work with our team to easily create and update estate planning documents.
Trust Funding & Probate-Free Planning
June 16, 2026
5 p.m. – 6 p.m.
The probate process can be long and expensive, not to mention the emotional toll it can take on your family. In this webinar, you’ll learn how to plan for your loved ones to avoid probate and transition your things as quickly and efficiently as possible.
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Disclosures
Wills and Trusts:
Document preparation services are offered through Desert Financial Credit Union; an Arizona Supreme Court Certified Legal Document Preparation Business Entity (CLDP #81024). Legal document preparation services are not insured by the NCUA, have no credit union guarantee and do not provide legal advice.