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Comprehensive & Affordable Estate Planning Solutions

Welcome Chevron Federal Credit Union Members!

As a Member of Chevron Federal Credit Union you have access to comprehensive and discounted estate planning documents prepared by experienced estate planning attorneys. You are also invited to exclusive educational webinars that speak to the importance of proper estate planning. If you are interested in learning more about the estate planning services offered to you as a Member of Chevron Federal Credit Union, please click on the link to view our frequently asked questions, or contact us using the form below:


Estate Planning and Living Trusts

Protect Your Assets and Preserve Your Peace of Mind

Putting together a proper estate plan will help to protect and manage your assets during your lifetime, while minimizing exposure to unnecessary taxes and liability. In addition, an estate plan will allow for your health and financial affairs to be taken care of by someone you appoint, in the event you are incapacitated. Lastly, you will be able to ultimately distribute your property to chosen beneficiaries in accordance with your values, wishes and goals quickly, privately and cost effectively.

How could an Estate Plan work for you?

  • Minimize estate taxes and preserve assets for your loved ones
  • Guide the manner and timing of the distribution of your estate
  • Make care provisions for minor children or disabled family members
  • Guide the management of your financial and medical affairs should you become incapacitated

Best time to consider getting an Estate Plan:

  • Own or recently purchased a home
  • Recently married
  • New baby
  • Newly divorced
  • Just moved
  • Medical and/or health changes
  • Going on a big trip or out of the country
  • Inheritance (just received)

At this informative session Members will learn:

  • Why a Living Trust is so important for homeowners
  • What is the difference between a Living Trust and a Will
  • How to avoid the costly, public and time consuming probate process
  • How to plan for incapacity, protect your family and your assets
  • How to safeguard minor children and special-needs dependents

Our upcoming webinar:

Thursday,

November 11th

at 5:00 pm (PST)

Register Here

Natalie Spiwak is the Founder and President of Affinity Trusts. She has been educating the community about the importance of protecting and transferring their wealth quickly, privately and cost effectively for almost 15 years. Affinity Trusts proudly serves the estate planning needs of Chevron Federal Credit Union, providing accessible educational seminars and delivering affordable Estate Planning documents (such as Living Trusts, Wills, Powers of Attorney, Health Care Directives) prepared by experienced attorneys to its Members. Natalie is a paralegal and a California Notary Public.


If you wish to schedule an appointment with an Estate Planning Representative, please complete the form below.

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