PenAir Credit Union Wills & Trusts
Your future matters. We’re here to help you safeguard it.
Protect What Matters Most
As a PenAir member, you can access affordable estate planning services through Legal Karma, one of the nation’s most trusted legal platforms. Create wills, trusts, powers of attorney, and more. It’s never been easier or more affordable to protect your family, home, and assets.
Why Choose PenAir & Legal Karma For Your Estate Planning?
100% Secure & Reliable
Rest assured your documents are prepared to the highest legal standard.
Easy, Guided, Online Process
Navigate estate planning with our simple, step-by-step online platform designed for clarity.
Affordable, Transparent Pricing
Know the cost upfront for complete peace of mind.
Unlimited Access to Expert Support
Our specialists are here to help you every step of the way.
Choose Your Estate Plan
Will Package
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Includes:
- Last Will and Testament
- Financial Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
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Benefits:
- Ensure your wishes are honored during difficult times
- Name guardians for children and pets
- Authorize someone to make financial or medical decisions on your behalf
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Pricing:
$249 Single / $349 Joint
Trust Package
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Includes:
- Revocable Living Trust
- Certificate of Trust
- Pour-over Will
- HIPAA Authorization
- Financial Power of Attorney
- Advance Healthcare Directive
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Benefits:
- Avoid costly probate court
- Keep your financial affairs private
- Control over when and how your assets are distributed
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Pricing:
$699 Single / $899 Joint
Power of Attorney Package
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Includes:
- Financial Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
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Benefits:
- Authorize someone to make financial decisions on your behalf
- Ensure healthcare wishes are followed if you're unable to direct your care
- Give peace of mind to your family
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Pricing:
$199
Getting Started Is Easy
Step 1
Create your account and start with our simple intake questionnaire.
Step 2
Take a short 2-minute quiz about your goals and wishes.
Step 3
Step 4
Complete at your own pace, with unlimited access to expert support.
Create Your Estate Plan
Frequently Asked Questions
Legal Karma is a digital estate planning platform that helps financial institutions offer simple, affordable estate planning. Users can create Wills, Trusts, and Powers of Attorney using easy-to-use tools that are accessible, affordable, and integrated into members’ financial wellness journey.
Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.
An estate plan ensures your assets are distributed according to your wishes, can provide for your loved ones, name guardians for minor children, and potentially reduce taxes and avoid probate court. Without a plan, state laws will determine how your assets are distributed.
A will is a legal document that outlines how your assets should be distributed after your death and names guardians for minor children. It goes through probate court. A trust is a legal arrangement where a trustee holds assets for beneficiaries. Trusts can offer more control, privacy, and help avoid probate, but are generally more complex to set up.
Yes, documents created through reputable online estate planning services like PenAir Credit Union are legally reliable, provided they are properly signed, witnessed, and notarized according to your state’s laws. PenAir Credit Union provides clear instructions and guidance to help you complete your documents. For specific legal advice, please schedule an appointment with a qualified attorney.
Member Support Services are available in both English and Spanish.