Estate Planning with Legal Karma

Achieve peace of mind by protecting your family & assets

Estate Planning with Legal Karma allows our members to gain access to affordable Will and Trust templates to complete on your own time, from the comfort of your own home. Available forms include Wills, Trusts, Powers of Attorney and more.

Affordable Pricing

Affordable Pricing

Reliable, budget friendly estate planning documents.

Easy to Use

Easy to Use

Create your estate planning documents at your convenience.

Prepare for the Future

Prepare for the Future

Step by step Will and Trust preparation.

Choose the best estate planning solution for you

Everyone's needs are different, which is why Legal Karma offers several different estate planning packages and will guide you to the Will or Trust package that best fits your needs through a few simple questions. To get started, simply log into Internet Branch online banking and visit the Estate Planning section. If you need estate planning assistance, Legal Karma is available by appointment or phone.  

GET STARTED


Comparison Chart

Single Will Package

Single Will Package

It's never too early to create a plan for your assets, protect your family and define your legacy. This package includes:

  • State specific Will, Powers of Attorney (Healthcare and Durable), HIPAA authorization, Living Will, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains
  • Access to on-demand support throughout the process
  • Two complimentary rounds of edits prior to signature
  • Optional final review call with an estate professional after receiving documents
Learn More
Single Will Package
Couples Will Package

Couples Will Package

Create a plan for you and your partner's assets that supports both your family and your estate. This package includes:

  • State specific Will, Powers of Attorney (Healthcare and Durable), HIPAA authorization, Living Will, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains
  • Forms will be accessible for both you and your partner
  • Access to on-demand support throughout the process
  • Two complimentary rounds of edits prior to signature
  • Optional final review call with an estate professional after receiving documents
Learn More
Single Revocable Living Trust Package

Single Revocable Living Trust Package

Protect your family and assets while avoiding the expensive and burdensome probate process. This package includes:

  • State specific Revocable Living Trust, Pour-Over Will, Powers of Attorney (Healthcare and Durable), HIPAA Authorization, Living Will, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains
  • Access to on-demand support throughout the process
  • Two complimentary rounds of edits prior to signature
  • Optional final review call with an estate professional after receiving documents
Learn More
Single Revocable Living Trust Package
Joint Revocable Living Trust Package

Joint Revocable Living Trust Package

Protect your assets and family with ease. A Joint Revocable Living Trust is best for married couples who want to protect their shared assets. This package includes:

  • State specific Revocable Living Trust, Pour-Over Will, Powers of Attorney (Healthcare and Durable), HIPAA Authorization, Living Will, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains
  • Access to on-demand support throughout the process
  • Two complimentary rounds of edits prior to signature
  • Optional final review call with an estate professional after receiving documents
Learn More

San Diego County Credit Union (SDCCU) partners with Legal Karma to provide access to fillable estate planning forms for active SDCCU members in good standing. These services are not insured by the NCUA, have no credit union guarantee and do not provide legal advice. SDCCU is not a law firm, nor are we attorneys. The credit union is not a substitute for an attorney or a law firm. SDCCU does not provide legal advice nor legal services. Legal Karma is a third party service, which is accessible through SDCCU Internet Branch online banking. Legal Karma is not a law firm, nor attorneys, thus not a substitute for an attorney. Legal Karma does not provide legal advice nor legal services. Any information provided by Legal Karma is for informational purposes only and is not legal advice. The use of Legal Karma's application is not intended to create any attorney-client relationship and your use of the application does not and will not create an attorney-client relationship. 

Legal Karma has separate privacy and security policies. SDCCU is not responsible or liable for any content, products, services, privacy and security or external links on the Legal Karma website. View Legal Karma's Privacy Policy.


Subject to approval.

FAQS

Frequently Asked Questions

  • Do I need to be a member of SDCCU to use the Estate Planning services?

    Yes, you must be a member of SDCCU in order to access estate planning services with our partner, Legal Karma. You will lose access to the Legal Karma service if you are no longer a member of SDCCU.

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