Wills and Trusts

Achieve peace of mind by planning for your family & assets
As a valued member, you receive access to affordable and simple Wills and Trusts to complete at your own pace, from the comfort of your own home. You can create wills, trusts, powers of attorney, and more.

There’s never been an easier, more affordable way to protect your family, home, and assets.

Login to Online Banking to Get Started

Vantage West and Legal Karma have partnered to bring you the best in affordable wills and trusts.

Now 40% Off with Promo Code VWEstate25*

Planning now will protect your family and assets.

Create Your Simple Estate Plan in 3 Easy Steps

  1. Log into your account in Online Banking using your email associated with your account.
  1. View the menu of services and answer the guided questionnaire.
  1. 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.
  2. Questions?  Call our support team or engage with live chat during these hours 9 AM –  5 PM. M-F, CST – (520) 230-7549

Big Savings for Our Members

As a member, you have access to exclusive pricing

Will Package

$399 single / $599 couple

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

Revocable Living Trust Package  

$699 for single / $899 for joint

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

It’s never been easier!

If questions come up on your estate planning journey, set up a call our support team (via the link below) or engage with live chat during these hours 9 AM –  5 PM. M-F, CST

(520) 230-7549

Schedule a Support Call
Disclosures

This offer is valid from January 21, 2025 to April 30, 2025 and is available to Vantage West members only. The offer cannot be combined with other promotions, discounts, or incentives unless otherwise specified.

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.