Estate Planning for Arrowhead Credit Union

Protect what matters most: your loved ones, your future, and your peace of mind with comprehensive estate planning from Legal Karma through Arrowhead Credit Union.

Create Your Plan

Benefits of Legal Karma through Arrowhead Credit Union

100% Secure and Reliable

Rest assured your documents are prepared to the highest legal standards.

Easy, Guided, Online Process

Navigate estate planning with our simple, step-by-step online platform.

Unlimited Access to Expert Support

Our specialists are here to help you every step of the way.

Built for Arrowhead Credit Union Members

A trusted solution designed with your needs and values in mind.

Create Your Plan

Getting Started is Easy

  • 1
    Create your account and start with our simple intake questionnaire.
  • 2
    Take a short 2-minute quiz about your goals and wishes.
  • 3
    Choose the plan that best fits your needs and budget.
  • 4
    Complete at your own pace, with unlimited access to expert support.
  • 5
    Rest easy knowing your family is protected with a comprehensive Estate Plan.

Choose Your Estate Plan

Will Package

Members $299
|
Non-Members $399
single or couple

Includes:

  • Last Will and Testament
  • HIPAA Authorization
  • Financial Power of Attorney
  • Advanced Healthcare Directive

Benefits:

  • Name guardians for children and pets
  • Authorize someone to make financial or medical decisions on your behalf
  • Ensure your wishes are honored during difficult times
Create Your Will

Trust Package

Members $699
|
Non-Members $899
single or couple

Includes:

  • Revocable Living Trust
  • Certificate of Trust
  • Pour-over Will
  • HIPAA Authorization
  • Financial Power of Attorney
  • Advanced Healthcare Directive

Benefits:

  • Avoid costly probate court
  • Keep your financial affairs private
  • Control over when and how your assets are distributed
Create Your Trust

Power of Attorney Package

Members $199
|
Non-Members $299

Includes:

  • HIPAA Authorization
  • Advanced Healthcare Directive
  • Financial Power of Attorney

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
Create Your POA

Flexible Payment Options

Prefer to pay over time? Use our four-part, interest-free installment plan at checkout. You can begin your plan today and complete at your own pace.

Explore Plans

We're Here to Help

Our specialists are ready to answer your questions and guide you through your options.

(909) 314-2546

Mon–Fri, 9am–5pm PST

Support offered in both English & Spanish

Schedule a Free Appointment

Helpful Resources

How Prepared Are You?

Check off everything you've already taken care of to get a clear picture of your preparedness level. Select all that apply:

Your Estate Planning Checklist

I have a plan for my loved ones

My family knows what to do if something unexpected happens to me.

I've chosen someone to speak on my behalf

Someone is designated to make decisions if I am unable to speak for myself.

Care for dependents is arranged

My kids, pets, or dependents have someone named to care for them.

My important documents are organized

My family can easily find my important documents and outlined wishes.

My assets will go to the right people

I have peace of mind that my belongings will be distributed correctly.

Your Preparedness Level Not Covered Yet
Not Covered Yet Prepared

Frequently Asked Questions

What is estate planning?

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.

Why do I need an estate plan?

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.

What's the difference between a will and a trust?

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.

Is online estate planning reliable?

Yes, documents created through reputable online estate planning services like Legal Karma are legally reliable, provided they are properly signed, witnessed, and notarized according to your state's laws. Legal Karma provides clear instructions and guidance to help you complete your documents. For specific legal advice, please schedule an appointment with a qualified attorney.

Are Support Services only available in English?

No. Member Support Services are available in both English and Spanish. This includes:

  • Live chat support
  • Dedicated member phone line
  • Appointments with an Estate Planning Specialist

We're here to help in the language you're most comfortable with!