Save On Your Estate Planning with RMLEFCU and Legal Karma
As a valued member, you have access to create an Estate Plan that is right for you in the comfort of your own home. RMLEFCU provides members with the ability to build a solid plan. You can create trusts and wills along with all the necessary documentation for a complete plan.
Create Your Simple Estate Plan in 3 Easy Steps
STEP 1
Log into your account using your online banking credentials and select the Estate Planning widget from the Financial Wellness menu.
STEP 2
View the menu of services and answer the guided questionnaire.
STEP 3
Once you submit your questionnaire, your answers will be used to create your estate plan and your plan will be ready to download within 3-5 business days.
Got Questions? Call our member support team or engage with live chat 8a-4p, M-F MST – +1 970-514-6420
Why Choose RMLEFCU For Your Estate Planning?
Affordable, Easy to Use, Trusted, & 100% Secure
View Our Packages Below:
Will Package +
- $399
- Will
- Financial Power of Attorney
- Medical Power of Attorney
- HIPAA Authorization
- Living Will/Advanced Directive for Physicians
- Declaration of Appointment of Guardian
- Appointment of Agent to Control Disposition of Remain
Revocable Living Trust Package +
- $899 for single / $1199 for joint
- Revocable Trust
- Pour-over Will
- Certificate of Trust
- Financial Power of Attorney
- Medical Power of Attorney
- HIPAA Authorization
- Living Will/Advanced Directive for Physicians
- Declaration of Appointment of Guardian
- Appointment of Agent to Control Disposition of Remains
End-of-Life Preparation Has Never Been Easier.
- Contact Us Today 303-458-6660
- Monday-Friday, 9a-5p MST
- Live Chat, M-F 9a-5p MST
Helpful Resources:
Glossary of Terms+
- Will - This document defines how your estate will be distributed (who inherits what) and appoints the person who will handle your final affairs as your Executor (sometimes referred to as your “Personal Representative”). When you create a will, you can also nominate guardians for your children, dependents, or pets.
- Financial Power of Attorney - This document allows your named agent(s) the authority to make financial, property, and investment decisions in the event you become incapacitated.
- Medical Power of Attorney - This document gives your named agent(s) the authority to make health care decisions in accordance with your wishes in the event you are unable to make decisions for yourself.
- HIPAA Authorization - This document gives authorization for your physician or medical entity to disclose your health information to your designated representative.
- Living Will/Advanced Directive for Physicians - This document communicates your decisions about end-of-life care.
- Declaration of Appointment of Guardian - This document designates the person(s) you would like to serve as your guardian in the event you need a guardian to manage your affairs during your lifetime.
- Appointment of Agent to Control Disposition of Remains - This document appoints your agent to control and make decisions regarding your bodily remains.
- Revocable Trust - This document names who will continue on as successor Trustee of your estate when you are no longer able and provides guidance and direction for how and to whom your assets and personal property will be held or distributed.
- Pour-Over Will - This document works in conjunction with a Revocable Trust. “Pour-over” provides that any assets not arranged for with the Trust are to be moved into the Trust for the purposes of managing your estate.
- Certificate of Trust - This document is a summary of the provisions in your trust to provide to financial institutions (banking, brokerage/investment, etc.), title companies, etc. when moving assets in or out of your Trust or when naming your Trust as a beneficiary on an account.
Estate planning and document preparation services are offered through RMLEFCU by our estate planning partner, Legal Karma, for active RMLEFCU members. Estate planning and legal document preparation services are not insured by the NCUA, have no credit union guarantee and do not provide legal advice. RMLEFCU is not a law firm nor are we attorneys. RMLEFCU is not a substitute for an attorney nor law firm. RMLEFCU does not provide legal advice, nor legal services. The Legal Karma site and applications are not intended to create any attorney-client relationship and your use of the Legal Karma site and/or applications does not and will not create an attorney-client relationship. Legal Karma has separate privacy and security policies. RMLEFCU 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 here.