Wills & Trusts

At CUFN | Wills & Trusts it is our goal to deliver peace of mind by helping you navigate the complexities of estate planning.

We do this by providing education and knowledge, listening to your planning goals, and answering your questions to help you create a customized estate plan that is best for you, your family and the things that matter most.

We offer comprehensive, affordable and customized estate planning documents to meet your individual needs.

Our Vision

To educate individuals and families on the value of estate planning and help to achieve their estate planning goals through education, information and document preparation.

Our Mission

To provide ethical, affordable and comprehensive estate planning documents that deliver peace of mind.

Document Packages

Powers of Attorney Packages

Financial Power of Attorney
Healthcare Power of Attorney
Mental Healthcare Power of Attorney
HIPPA Waiver
Living Will and Final Disposition Instructions

Will Packages

POA Package +
Last Will & Testament
Personal Property Distribution Form
1 Beneficiary Deed

Trust Packages

POA Package + Will Package +
Trust
Certificate of Trust
Pour-Over Will
Declaration of Trust
Funding up to 10 Financial Accounts + 1 Real Estate Transfer Deed

À la carte Documents

Revocable Living Trust
Trust Restatement
Financial Power of Attorney
Medical Power of Attorney
Mental Power of Attorney
Last Will & Testament
Living Will
Amendments
Deeds
Revocations

Want more information?

Schedule a free, no-obligation appointment by calling 888-656-4415 or clicking below.

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Credit Union Financial Network (CUFN) Wills & Trusts is a legal document preparer business entity, License #81937, certified through the Arizona Supreme Court according to Rule 31, and Arizona Codes of Judicial Administration§ 7-208 and § 7-201.CUFN and its employees are not attorneys, are not employed by attorneys and cannot provide legal advice, and therefore, any and all technical and/or legal questions relating to estate and/or tax planning should be directed to an attorney.Certified Legal Document Preparation Services are not insured by the NCUA and have No Credit Union guarantee.