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Estate Planning

We've partnered with Legal Karma to give you the best of affordable wills and trusts—plus for a limited time, save $100

Plan for Tomorrow, Today—with Legal Karma

Wills, Trusts, and Powers of Attorney—Made Simple

Planning for the future doesn't have to be complicated. That's why we partnered with Legal Karma to help you create a personalized estate plan—quickly, affordably, and with confidence.

 

Why choose Legal Karma?
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Easy to Use


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Affordable
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Peace of Mind
Limited Time!
Save $100 on Your Estate Plan
Protect what matters most and save while you do it. For a limited time, enjoy $100 off any estate plan through Legal Karma.
Use promo code PLAN100 at checkout.
 

Power of Attorney Package - $199

Appoint someone you trust to make decisions on your behalf if you are unable to do so. This can include handling finances, legal matters, or healthcare decisions. This package offers:

  • Financial Power of Attorney
  • Advance Health Directive
    • Living Will
    • Medical Power of Attorney
  • HIPAA Authorization
  • Instructions for Signing/Executing Documents
    • Book an appointment to notarize your documents at any of our branches at no cost. Make sure to bring a valid form of identification.
For a limited time, enjoy $100 off this estate plan. Use promo code PLAN100 at checkout.

 
 

Will Package - Single $399 / Joint $499

Create a plan for your assets that supports both your family and your estate. This package offers:

  • Last Will and Testament
  • Financial Power of Attorney
  • Advance Health Directive
    • Living Will
    • Medical Power of Attorney
  • HIPAA Authorization
  • Instructions for Signing/Executing Documents
    • Book an appointment to notarize your documents at any of our branches at no cost. Make sure to bring a valid form of identification.
For a limited time, enjoy $100 off this estate plan. Use promo code PLAN100 at checkout.

Take the Next Steps, Plus $100 Off
 
 

Trust Package - Single $799 / Joint $999 

Manage and pass on your assets with ease—without the delays and costs of probate. This package offers:

  • Revocable Living Trust
  • Certification of Trust
  • Last Will and Testament
  • Financial Power of Attorney
  • Advance Health Directive
    • Living Will
    • Medical Power of Attorney
  • HIPAA Authorization
  • Instructions for Signing/Executing Documents
    • Book an appointment to notarize your documents at any of our branches at no cost. Make sure to bring a valid form of identification.
  • Instructions for Funding Trust
For a limited time, enjoy $100 off this estate plan. Use promo code PLAN100 at checkout.

Take the Next Steps, Plus $100 Off
Questions? Call our support team at (925) 396-9033
Create Your Plan in Three Easy Steps
1. Enter your email address. If you're a member, enter the email associated with your account.
2. View the menu of services and answer the guided questionnaire.
2. Once submitted, you'll receive your estate plan within 3-5 business days. That's it!
 
Questions? Call our support team or engage with live chat.
(925) 396-9033 | 9:00 a.m. - 5:00 p.m. M-F, PST

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Need Help?

If you have any questions or need help through the process, schedule a support call or reach out to our member support team directly.

(925) 396-9033 | 9:00 a.m. - 5:00 p.m. M-F, PST
 
 

















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Free Estate Planning Webinar

Join our free webinar on April 30 and learn about estate planning. Plus, unlock extra savings just for attending!






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Professional and Quality Protection

We've teamed up with Inszone Insurance to offer premium insurance services, exclusively for our members.