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Wills & Trusts Now Available @ CODE!
Plan for What Matters Most: Estate Planning Now Available Through CODE Credit Union
Planning for the future is one of the ways you can help protect the people and things that matter most. Whether you’re thinking about your family, your finances, or your healthcare wishes, having an estate plan in place can help make your wishes clear.
CODE Credit Union has partnered with Legal Karma to give members access to estate planning services online, allowing you to create important estate planning documents at your own pace with support available throughout the process.
Estate Planning Made Easier
Getting started with estate planning doesn’t have to be overwhelming. With Legal Karma, you can choose an estate planning package, answer guided questions online, review your documents, and follow the provided signing instructions.
Depending on the package you choose, your estate plan may include documents such as:
- Will: Document how you want your assets distributed and name guardians for minor children.
- Revocable Living Trust: Help plan how your assets will be managed and passed on.
- Financial Power of Attorney: Name someone you trust to handle financial matters if you are unable to do so.
- Advance Healthcare Directive: Record your healthcare preferences and name someone to make healthcare decisions on your behalf.
- HIPAA Authorization: Identify who may access your medical information.
The documents included will vary depending on the estate planning package you select.
Save 30% on Your Estate Planning Package
For a limited time, CODE Credit Union members can save 30% on the total cost of a Legal Karma estate planning package.
The promotional offer is available October 1 through October 31, 2026. Use promo code CODE-30 at checkout to receive the discount.
Get Started at Your Own Pace
Legal Karma’s online process allows you to work through your estate planning documents when it is convenient for you. Once you select a package and complete the guided questions, you’ll have an opportunity to review your documents before completing the signing process.
Legal Karma support is also available throughout the process if you have questions along the way.
You can also schedule a free consultation to learn more.
Take the first step toward planning for what matters most!
Estate planning services are provided by Legal Karma. Neither Legal Karma nor CODE Credit Union provides legal advice. Consult a qualified attorney for advice about your individual situation. The 30% offer applies from 10/1/26 through 10/31/26. Use CODE-30 at checkout to take advantage of the promotional pricing.