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Comprehensive & affordable estate planning solutions

Our Solution
Affinity Trusts is a solution to a growing need in the marketplace for a company that functions as a conduit between professional estate planning attorneys and Financial Institutions, Associations, and Employer Groups. From our experience in providing this service, we discovered that the majority of institutions do not offer estate planning to their members, employees and/or clients. As companies increasingly strive to deliver a total solutions package of financial products to their constituents, it is essential that wealth advisors not only assist in the accumulation and preservation of a client’s assets, but also in the transfer of a client’s estate to his/her heirs in a timely and cost-effective manner. Proper estate planning is a key part of any financial strategy.

What is Proper Estate Planning?
▪️ Having a plan to manage your health, and financial decisions should you find yourself in a situation where you are unable to do so (“incapacitation”); and
▪️ Being able to ultimately distribute your property to chosen “heirs and beneficiaries” in a manner YOU so wish  (quickly, privately and cost-effectively).

Who Needs Estate Planning?
EVERYONE! 
You do not need to be wealthy to have an estate plan; you simply need to have possessions or money, even the smallest amount, to be passed on. Additionally, estate planning refers to medical and health procedures and power of attorney documents that make sure your wishes are carried out if you are unable to make decisions on your own behalf.

- Scott and Rosa S
- Scott and Rosa S

“Professional, Caring and Passionate”

“Pulling your life information and talking about what to do upon death is a trying subject but the staff at Affinity Trusts were very professional, caring and passionate in their products and in what we needed. They both made the whole experience comfortable for us to process. We have highly recommended our family members and friends to Affinity Trusts knowing that they will have the same great experience as we are still having!“  

Tammie B
Tammie B

“So Worth the Peace of Mind”

“Affinity Trusts representatives and the attorneys were professional, knowable, and helpful. The law firm fee is SO worth the peace of mind they have given me, and all the hours they spent with me, guiding me through the most precious decisions of my life.”

Brad and Susan S.
Brad and Susan S.

“Assisted us Tremendously!”

“After many years of procrastination, we finally decided it was time to set up our living trust. We were fortunate enough to attend the Living Trusts presentation given by Affinity Trusts. Their guidance, kindness and knowledge have assisted us tremendously throughout this process and have made it so much less intimidating.  

“High Quality Service and a Great Product”

“We hold Affinity Trusts in the highest regard as far as customer service goes. They are “top notch” and provide high quality service and a great product. The law firm offered unbeatable pricing for credit union members. Their service and dedication to us was superb and the finish product was delivered within the promised timeframe. Affinity Trusts is the best and we will definitely refer its services to our friends and relatives”  

“Professional, Caring and Passionate”

“Pulling your life information and talking about what to do upon death is a trying subject but the staff at Affinity Trusts were very professional, caring and passionate in their products and in what we needed. They both made the whole experience comfortable for us to process. We have highly recommended our family members and friends to Affinity Trusts knowing that they will have the same great experience as we are still having!“

Scott and Rosa S.

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