There is a perception that estate planning is only for the rich. This couldn’t be further from the truth. In reality, an estate plan is an integral part of ensuring that wishes are carried out should an individual become incapacitated and/or pass away. This applies to estates of all sizes, large and small, the elderly and the young. Each individual’s situation is unique; therefore it is important to get proper legal, tax, and insurance expertise.
Comprehensive Estate Plan
NGFCU has partnered with Affinity Trusts to deliver estate planning expertise and services at a lower cost than most law firms.
Here is what you get:
- Detailed Estate Planning
- Revocable Living Trust
- Summation of Relevant Trust Provisions
- Declaration of Intent
- Pourover Will
- Advance Health Care Directive
- HIPAA
- Durable Power of Attorney for Asset Administration
- Deed transferring Primary Residence into the Trust
- Detailed Successor Trustee Manual
- Individual Bequest Sheets
- Personal Message Guide
- Two Sets of notarized Originals
- Letters of Instruction for Financial Institutions
Complimentary Consultation
FAQ's
- Summer Financial Safety - Jul 2023
- What Is Proper Estate Planning?
- Who Needs Estate Planning?
- What Is Probate?
- What Is a Revocable Living Trust?
- Why a Revocable Living Trust?
- What Will Happen to my Property If I Die Without a Trust?
- What Is Incapacity, and How Do I Plan For It?
Estate Planning & Trust Services currently only available for members who reside in AZ, CA, CO, FL, TX, UT.
Affinity Trusts is not affiliated with or endorsed by Northrop Grumman Federal Credit Union (NGFCU). NGFCU does not provide legal advice or services. The views and content do not reflect NGFCU's views and does not endorse Affinity Trusts. Please consult your legal advisor for your specific situation. Member workshops and webinars are provided by non-affiliated third parties on behalf of NGFCU as a Member benefit. NGFCU is not responsible for the products, services, or recommendations provided by workshop/webinar facilitators. Information provided is for informational purposes and should not be constituted as legal or tax advice.
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |