Wills and Trusts

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Wills and Trusts

Wills and Trusts

Enjoy peace of mind that your loved ones will be cared for in the future.

Whether your estate is large or small, it is important to have a will or trust in place if you have acquired assets and/or are legally responsible for minor children. Estate planning is a key component in preserving and protecting your estate and ensuring your money and property go to the people and causes that are most significant to you in the event of your death or incapacitation.

As a valued member of Goldenwest Credit Union, you receive access to affordable and simple wills and trusts to complete at your own pace, from the comfort of your own home. You can create wills, trusts, powers of attorney, and more.

There's never been an easier, more affordable way to protect your family, home, and assets.

Get Started Now for Free!

Schedule a Free Call with an Estate Planning Specialist!

Special Offer!

Purchase a Trust Package and receive a $50 deposit into your Gold Account, or $100 if you’re a President’s Club member!

Limited time offer.

Get Started Now for Free!

Why Choose Goldenwest for Your Estate Planning?

Affordable

Easy to Use

Convenient

100% Secure

Create Your Estate Plan in 4 Easy Steps

Log into your bank account.
View the menu of services and answer the guided questionnaire.
Questions? Call our member support team at 435-990-3721 or engage with live chat 10 AM - 6 PM, Monday - Friday
Once you submit your questionnaire, your plan will be ready to download within 3-5 business days.

Personalized Support at Every Step

We understand estate planning can feel overwhelming, but you don’t have to navigate it alone. Our dedicated Member Support Team is here to support you through the entire process. Whether you have questions about getting started or need help finalizing your plan, we’re here to assist you every step of the way.

How It Works

Schedule Your Call: Use the link below to choose a time that works for you.
Meet with a Specialist: Connect with an expert who will walk you through your estate planning journey.
Complete Your Estate Plan: Receive step-by-step support to finalize your plan.

Estate planning is about more than distributing assets—it’s about creating a lasting legacy and protecting the people you care about most. Let us help you get started today.

Schedule a Free Call with an Estate Planning Specialist!

Products

Power of Attorney

Appoints a trusted loved one (or loved ones) to act on your behalf when you are unable to act or make decisions—including financial, medical and end of life—for yourself.

Financial Power of Attorney
Advanced Health DirectiveLiving Will
Medical Power of Attorney
HIPPA Authorization
Instructions for Signing / Executing Document

Single: $199

Will Package

Creates a Last Will and Testament to detail how your estate will be distributed (who inherits what) and appoint the person (or persons) who will handle your final affairs. The package also includes Powers of Attorney.

Financial Power of Attorney
Advanced Health Directive
- Living Will
- Medical Power of Attorney
HIPPA Authorization
Instructions for Signing / Executing Documents
Last Will and Testament

Single: $299

Couple: $349

Trust Package

Creates a Trust that allows you to protect and manage your assets during your lifetime and appoint a trusted loved one (or loved ones) to manage the Trust when you are no longer able. A Trust provides direction for how and to whom your assets and personal property will be held or distributed. The package also includes "Pour-over" Last Will and Testament, as well as Powers of Attorney.

Financial Power of Attorney
Advanced Health Directive
- Living Will
- Medical Power of Attorney
HIPPA Authorization
Instructions for Signing / Executing Documents
(Pour-over) Last Will and Testament
Revocable Living Trust
Trust Certificate
Instructions for Funding the Trust

Single: $699

Joint: $899

Frequently Asked 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.
What documents are included in an estate plan through this solution?

The available estate plan document tools include a Last Will and Testament or Revocable Trust, General Durable (Financial) Power of Attorney, Medical Power of Attorney, Advance Directive/Living Will, HIPAA Authorization, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains. The product options are presented in comprehensive packages to ensure the estate plan you choose is complete.
What is the purpose of these templates?

Each template serves a unique purpose. Click Read More to learn about each document.
Read More
What is the difference between a Last Will and Testament and a Revocable Trust?

A Will is a simple document that outlines what happens at death. A Will allows you to specify who gets what, but allows for little customization as to when and how assets are distributed. A Trust is a more sophisticated document that can apply during your lifetime and after your death. A Trust allows you to specify who gets what but also allows you more control over when and how assets are distributed – a great feature for those with younger kids. One important note: Wills go through probate. Assets held in a Trust will avoid probate.
What is probate?

Probate is the legal process of administering your Will and handling your estate after you pass. This court process involves validating the Will, identifying and valuing your assets, paying any outstanding debts, and distributing the remaining assets to the heirs. Probate primarily applies to individuals who only have Wills in place (or nothing at all).
Can I avoid probate?

Yes. Building an estate plan around a Trust can help avoid the need for probate and can make the process easier.
What is “funding” a Revocable Trust?

After creating the Trust the important next step is to transfer assets from your name into the name of the Trust. This is commonly referred to as “funding” the Trust. Don’t worry – you will still be the Trustee of the Trust and the assets will still be yours, but this step is an important function to ensure the Trust works as designed. To do this, contact the respective financial institutions, title companies, etc. and complete the necessary paperwork provided by the entity. They may ask for a copy of your Certification of Trust (included in the comprehensive Trust Package).
Read More
Can I transfer my home to the trust?

Whether you own real property outright or have a mortgage, you have the option to transfer or title the property into the name of the Trust so it can be held, sold, distributed or managed through the Trust.
What is the difference between a Revocable Trust and an Irrevocable Trust?

A Revocable Trust can be changed or revoked by the person who created it while an Irrevocable Trust typically cannot be changed or revoked, except in very limited circumstances with court permission and the approval of all beneficiaries. Revocable Trusts are the most typical for general estate planning. Irrevocable Trusts are typically special-use tools for specific use cases.
Do I need an estate plan if I don't have many assets?

Everyone can benefit from having an estate plan, regardless of the size of their estate. An estate plan has benefits that are more than just the value of an estate. Yes, an estate plan can ensure your assets are distributed according to your wishes. Additionally, other documents in a comprehensive estate plan allow you to name trusted loved ones to assist with making financial and medical decisions during your lifetime if you need their help. Estate plans also let you nominate Guardians to care for your children if you are unable to do so.
Can I make changes to my estate plan?

Yes, you can make changes to your estate plan at any time.
After I download my forms, what are the next steps?

Your estate plan will be emailed to you directly. Along with the documents, you’ll receive written instructions for signing and notarizing the documents in your package. Once the documents are signed and notarized, make copies to share as needed and store the originals in a safe location (a safe deposit box or secure location at home).
Should I inform others that I have created an estate plan?

Letting your loved ones know you have created a plan, and where to find the documents if they need to act on your behalf, can eliminate confusion and further disruption in trying times. However, it is entirely up to you if, whether, or how, you share your information.
Is my information secure?

Yes. Your information is stored and protected with the highest levels of protection. We are serious about security and will never share or sell your personal information.

Attorney Partnerships

Our self-serve estate planning tools are perfect for most members who just need a simply will or trust package. But for members who need more complex estate planning services, Goldenwest Credit Union has partnered with local attorneys to provide personalized estate planning at significantly reduced rates.

Learn More

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.

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Wills and Trusts

Wills and Trusts

Enjoy peace of mind that your loved ones will be cared for in the future.

Special Offer!

Purchase a Trust Package and receive a $50 deposit into your Gold Account, or $100 if you’re a President’s Club member!

Why Choose Goldenwest for Your Estate Planning?

Affordable

Easy to Use

Convenient

100% Secure

Create Your Estate Plan in 4 Easy Steps

Personalized Support at Every Step

How It Works

Products

Single: $199

Single: $299

Couple: $349

Single: $699

Joint: $899

Frequently Asked Questions

What is estate planning?

Who needs estate planning?

Who are these templates designed for?

Is this legal?

What documents are included in an estate plan through this solution?

What is the purpose of these templates?

What is the difference between a Last Will and Testament and a Revocable Trust?

What is probate?

Can I avoid probate?

What is “funding” a Revocable Trust?

Can I transfer my home to the trust?

What is the difference between a Revocable Trust and an Irrevocable Trust?

Do I need an estate plan if I don't have many assets?

Can I make changes to my estate plan?

After I download my forms, what are the next steps?

Should I inform others that I have created an estate plan?

Is my information secure?

Attorney Partnerships