Explore estate planning
Learn how to plan for the future in a workshop with a Wills & Trusts specialist.
What you’ll learn
Will vs. trust
Wondering what the difference is and which one fits your needs? We’ve got you covered!
Types of legal documents
We’ll break these down, from healthcare directives to financial powers of attorney.
Estate planning process
Thinking of creating your estate plan with our team? We’ll go over what to expect.
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.