Achieve peace of mind. Protect your family & assets.

Estate planning with Legal Karma allows our members to gain access to affordable Will and Trust templates to complete on your own time, from the comfort of your own home. 

 

Estate Planning with Legal Karma

UFirst FCU and Legal Karma have partnered to bring you the best in affordable wills and trusts. Planning now will protect your family and assets. 

  • Affordable Pricing
    • Reliable, budget friendly estate planning documents. 
  • Easy to Use
    • Create your estate planning documents at your convenience. 
  • Prepare for the Future
    • Step by Step Will and Trust preparation. 

Get Started Today

Big Savings for our Members:

Everyone's needs are different, which is why Legal Karma offers several different estate planning packages and will guide you to the Will or Trust package that best fits your needs through a few simple questions. If you need estate planning assistance, Legal Karma is available by appointment or phone.

As a member, you have access to exclusive pricing. 

Single Will - $299 

It's never too early to create a plan for your assets, protect your family and define your legacy. This package includes: 

  • State specific Will, Powers of Attorney (Healthcare and Durable), HIPAA authorization, Living Will, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains
  • Access to on-demand support through process
  • Two complimentary rounds of edits prior to signature
  • Optional final review call with an estate professional after receiving documents

Couples Will - $349

Create a plan for you and your partner's assets that supports both your family and your estate. This package includes:

  • State specific Will, Powers of Attorney (Healthcare and Durable), HIPAA authorization, Living Will, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains
  • Forms will be accessible for both you and your partner
  • Access to on-demand support through process
  • Two complimentary rounds of edits prior to signature
  • Optional final review call with an estate professional after receiving documents

Single Revocable Living Trust - $699

Protect your family and assets while avoiding expensive and burdensome probate process. This package includes: 

  • State specific Revocable Living Trust, Our-Over Will, Powers of Attorney (Healthcare and Durable), HIPAA authorization, Living Will, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains
  • Access to on-demand support through process
  • Two complimentary rounds of edits prior to signature
  • Optional final review call with an estate professional after receiving documents

Joint Revocable Living Trust - $899

Protect your assets and family with ease. A Joint Revocable Trust can help married couples who want to protect their shared assets. This package includes:

  • State specific Revocable Living Trust, Our-Over Will, Powers of Attorney (Healthcare and Durable), HIPAA authorization, Living Will, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains
  • Access to on-demand support through process
  • Two complimentary rounds of edits prior to signature
  • Optional final review call with an estate professional after receiving documents

Power of Attorney - $199

Authorize someone you trust with Power of Attorney (POA) that allows them to act on your behalf. This package includes:

  • Financial Power of Attorney
  • Advance Health Directive/Living Will/Medical Power of Attorney
  • HIPAA Authorization
  • Instructions for Signing/Executing Documents

Personalized Support at Every Step

We understand that estate planning can feel overwhelming, but you don't have to navigate it alone. Take advantage of a free 30-minute call with one of Legal Karma's Estate Planning Specialists and receive an overview to your Estate Planning Journey and support to ensure you're confident and informed throughout the process.

Schedule a Call  

Program is offered through Legal Karma, a third-party affiliate of UFirst Federal Credit Union. Neither UFirst FCU nor Legal Karma provide legal advice or are a substitute for a law firm. UFirst FCU's role is limited to facilitating access to Legal Karma and related services. UFirst FCU does not control or guarantee the privacy or security of any communications or documents exchanged with Legal Karma. UFirst FCU reserves the right to modify or discontinue the Legal Karma service at any time.