Comprehensive & Affordable Estate Planning Solutions

KeyPoint Credit Union

Welcome KeyPoint Credit Union Members!

As a Member of KeyPoint Credit Union you have access to comprehensive and discounted estate planning documents prepared by an 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 KeyPoint Credit Union, please click on the link to view our frequently asked questions, or contact us using the form below:

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.

Webinar Speakers:

Natalie Spiwak

(CEO/Founder @Affinity Trusts)

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 17 years. Affinity Trusts proudly serves the estate planning needs of KeyPoint Credit Union Members, 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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