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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.
Reliable, budget friendly estate planning documents.
Create your estate planning documents at your convenience.
Step by step Will and Trust preparation.
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
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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