At Goldenwest Credit Union, we’re committed to helping our members build a secure financial future—and that includes planning for the unexpected. That’s why we’re proud to introduce our newest member benefit: Estate Planning Services powered by Legal Karma. While Goldenwest Credit Union does not provide legal advice, we’ve partnered with Legal Karma to offer trusted digital tools that can help guide you through the estate planning process with confidence.

Through this service, you now have convenient access to professional estate planning tools, including Wills, Trusts, and Power of Attorney documents—all tailored to help safeguard your family, finances, and legacy.

Whether you’re just starting your estate planning journey or need to update an existing plan, this user-friendly platform makes it easy to create and manage your documents online, at your own pace. Plus, it’s designed to be affordable, convenient, and secure.

To further support your estate planning needs, we’ve partnered with Lincoln Title to make it more convenient and affordable for members to transfer the title of their home into a trust. Once your documents are complete, Goldenwest is here to help you open a trust account, providing a seamless way to ensure your financial assets are properly managed and protected as part of your overall estate plan.

Exclusive Member Benefits:

• Guided online estate planning experience
• No in-person appointments required
• Professional review available
• Exclusive Trust Package Bonus: Goldenwest members will receive a $50 deposit into their Gold Account—or $100 for President’s Club members—when they complete and purchase their Trust Package.*

Taking care of your loved ones begins with a plan. Let us help you take the first step.

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*We are not a law firm nor are we attorneys. We are not the substitute for an attorney nor law firm. We do not provide legal advice nor legal services. Any information provided is for informational purposes only and is not legal advice. The use of the Site and Applications are not intended to create any attorney-client relationship and your use of the Site and/or Applications does not and will not create an attorney-client relationship. Goldenwest and USU Credit Union President's Club Members will receive a $100 deposit into their Gold Account when they purchase a Trust package. All other Goldenwest and USU Credit Union members will receive a $50 deposit into their Gold Account when they complete and purchase a Trust Package. When completing and purchasing a Joint Trust Package, the Gold Account deposit will be made into the primary member's Gold Account only. Deposits will be made into member’s Gold Account within 30 days of completing and purchasing a Trust Package. Limit one estate planning offer per member. Special offer expires August 31, 2025.