Wills & Trusts Made Simple
Customizeable Estate planning credit union benefits that help you protect what matters most.
Vantage West and Legal Karma have partnered to bring Members a straightforward, affordable way to plan for the people and priorities that matter most. Create wills, trusts, powers of attorney, and more at your own pace from home, and gain peace of mind knowing your family, home, and assets are protected.
Our trusted partner in estate planning
As a Vantage West member, you can save $150 on any estate planning package through Legal Karma!
Use code VWEST150, now through December 31.
Create Your Simple Estate Plan in
3 Easy Steps
- Log into your account in Online Banking using your email associated with your account.
- View the menu of services and answer the guided questionnaire.
- Once you submit your questionnaire, your answers will be used to create your estate plan and your plan will be ready to download within 3-5 business days.
Questions? Call our support team or engage with live chat during these hours 9 AM – 5 PM. M-F, CST – (520) 230-7549
peace of mind begins today
Big Savings for Our Members
As a member, you have access to exclusive pricing
Will Package
- $399 single / $599 couple
A complete, affordable will bundle to protect your family and wishes.
Will, Financial Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Living Will/Advanced Directive for Physicians, Declaration of Appointment of Guardian, Appointment of Agent to Control Disposition of Remains
A comprehensive trust package for long-term control and smoother asset transfer.
Revocable Trust, Pour-over Will, Certificate of Trust, Financial Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Living Will/Advanced Directive for Physicians, Declaration of Appointment of Guardian, Appointment of Agent to Control Disposition of Remains
Revocable Living Trust Package
- $699 for single / $899 for joint
How Else Can We Help? Let’s Make It Easy.
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Disclosures
Program is offered through Legal Karma, a third-party affiliate of Vantage West Credit Union. Neither Vantage West Credit Union nor Legal Karma provide legal advice or are a substitute for a law firm. Vantage West’s role is limited to facilitating access to Legal Karma and related services. Vantage West Credit Union does not control or guarantee the privacy or security of any communications or documents exchanged with Legal Karma. Vantage West Credit Union reserves the right to modify or discontinue the Legal Karma service at any time.
Federally insured by NCUA. Products and services are subject to approval. Certain restrictions may apply.