Wills & Trusts
Plan for your family's future with ease.
As a valued member, enjoy easy access to affordable Wills and Trusts you can complete at your own pace, from home. Create wills, trusts, powers of attorney, and more—protecting your family, home, and assets has never been easier.
Simplify your estate planning in 3 easy steps.
Log in to Your Account
Log in to Online Banking using the email associated with your account.
Complete the Questionnaire
Explore our service menu and complete the guided questionnaire.
Download Your Estate Plan
Once questionnaire is submitted, your estate plan will be ready in 3-5 business days.
Trust Affinity to simplify your estate planning.
Affordable
Easy to use
Convenient
100% secureExclusive savings for Affinity members.
Will Package
$299 for single | $349 for couple
Includes:
Will
Power of Attorney
Medical Power of Attorney
HIPAA Authorization
Living Will
Living Trust Package
$699 for single | $899 for joint
Includes:
Revocable Trust
Pour-over Will
Certification of Trust
Power of Attorney
Medical Power of Attorney
HIPAA Authorization
Living Will
Book a complimentary consultation today.
Estate planning can be overwhelming, but you’re not alone. Our Member Support Team is here to guide you—whether you're just starting or finalizing your plan.
Disclaimer Statement
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.
Get answers to your common questions.
What is estate planning?
Estate planning is the process of creating legal documents that let you make decisions today about what should happen in the future. You can give specific instructions about medical and financial matters and you can name trusted individuals to act on your behalf. A typical estate plan also lets you create a legacy plan for the distribution of your assets after death.
Who needs estate planning?
Every adult may benefit from some form of estate planning. Having a plan in place provides the comfort and confidence of knowing that if the unexpected happens, your trusted loved ones will know your wishes and intentions and be empowered to carry them out.
Who are these templates designed for?
Our templates are designed to cover a range of estate planning goals that are typical for most people. If you have exceptional needs such as complicated financials, complex family structures, or unique needs then it may be best to consult with a licensed professional to determine the type of estate plan that best meets your particular circumstances.
Is this legal?
Yes. The state-specific, reliable document templates are created by attorneys. After you have entered your responses and submitted the questionnaire, your documents will be emailed to you to print, sign, and notarize.