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Is a will or trust right for you?
Get a better understanding of which one could serve your goals by answering a few questions.
Gain peace of mind
Last will and testament packages
Document your wishes, including your chosen executor and beneficiaries, and nominate a guardian for any minor children.
Revocable living trust packages
Plan for someone you trust to manage and control your assets and distribution once you’re no longer able to.
Financial powers of attorney
Appoint someone to help with personal affairs like banking, real estate and retirement accounts when you can’t act yourself.
Healthcare directives
Choose a loved one to make medical decisions on your behalf using a healthcare power of attorney, mental healthcare power of attorney or living will.
Trust amendments and restatements
Things change – your existing estate plan may need updates for life events like getting married or buying a home.
Questions? Ask an estate planning specialist
Our team of Arizona Supreme Court Certified Legal Document Preparers will help you understand which documents will serve your needs and create your estate plan based on your goals.
Join a free wills and trusts workshop
Learn about which legal documents you may need with in-person and online sessions hosted by our estate planning specialists.
Which legal documents do you need?
| Scenario | Documents |
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If you're going away to school
|
Give a loved one power of attorney. |
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If you've been married
|
Consider a joint will or trust. |
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If you have minor children
|
Establish a guardianship nomination. |
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If you own a home
|
Learn how to protect your equity. |
|
If you have a will or trust
|
It may be time for an update. |
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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.