At Goldenwest Credit Union, we believe financial wellness isn’t just about managing your money today—it’s also about preparing for tomorrow. That’s why I’m excited to introduce our newest member benefit: Estate Planning Packages, now available through our partnership with Legal Karma.

While Goldenwest Credit Union does not provide legal advice, we are proud to offer trusted resources and professional-grade tools that empower you to create essential estate planning documents—on your own schedule and with confidence. These online tools provide a simple, effective way to safeguard your assets and ensure your wishes are clearly documented and honored. Our options include:

• Will Package – Covers the essentials, including your Last Will and Testament, financial and healthcare directives, and HIPAA authorization.
• Trust Package – Offers everything in the Will Package, plus a Revocable Living Trust and Certification of Trust, helping your estate avoid probate and simplifying asset transfers.
• Power of Attorney Package – Appoint trusted individuals to make financial and medical decisions on your behalf if you’re unable to do so.

Affordable Pricing with Exceptional Value

We are proud to offer these services at credit union prices. Trust packages begin as low as $699, helping our members save money while planning for the future. Right now, as an introductory offer, members can receive a $50 deposit into their Gold Account – currently earning 6.00% Annual Percentage Yield – when they complete a trust package before August 31, 2025. If you are a President’s Club member, the incentive doubles to a $100 deposit in your Gold Account.

In addition, we’ve partnered with Lincoln Title to make it easier and more affordable for members to move the title of their home into a trust. And when your documents are complete, Goldenwest can help you open a trust account, ensuring your financial assets are protected within your estate plan.

At Goldenwest, we are honored to help support our members through every life stage. I invite you to learn more at gwcu.org/willsandtrusts or give our estate planning team a call at 1-435-990-3721.