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Explore estate planning

Learn how to plan for the future in a workshop with a Wills & Trusts specialist.

Find a workshop

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.

Wills & Trusts Webinar

August 21, 2025

5:00 p.m. – 6:00 p.m.

Learn how to protect your legacy through every life stage with our Wills & Trusts team.

Wills & Trusts Webinar

August 22, 2025

4:00 p.m. – 5:00 p.m.

Learn how to protect your legacy through every life stage with our Wills & Trusts team.

Wills & Trusts Webinar

August 27, 2025

4:00 p.m. – 5:00 p.m.

Learn how to protect your legacy through every life stage with our Wills & Trusts team.

Wills & Trusts Seminar

August 28, 2025

10:00 a.m. – 11:00 a.m.

Palm Valley Branch | 13200 W. McDowell Rd. | Goodyear, AZ 85395

Learn how to protect your legacy through every life stage with our Wills & Trusts team.

Wills & Trusts Webinar

August 28, 2025

5:00 p.m. – 6:00 p.m.

Learn how to protect your legacy through every life stage with our Wills & Trusts team.

Wills & Trusts Planning: Protecting What Matters Most

September 9, 2025

5:00 p.m. – 6:00 p.m.

An informative conversation on planning your legacy with clarity and confidence. We'll walk you through key strategies and practical steps to help protect your assets, prepare for life’s transitions and avoid common roadblocks.

Can’t make it to an event?

Connect with us below or learn more about our services first.

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Give us a call

(602) 336-5531, option 2

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.

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