Estate Planning
Create a strategy to preserve your assets today, designate their distribution in the future, and provide for your family in numerous ways.
Comprehensive estate planning is the first step
By focusing on your estate plan when you're in good health, you and your heirs get peace of mind knowing a clear roadmap exists for handling important family matters, medical decisions and your wealth.
Estate Planning Guide
Take control of your financial legacy by considering all the elements of estate planning through this helpful guide. Learn more about a will, trust, guardianship documents, financial powers of attorney and advanced directives for medical decisions, also known as a living will.
Start with this guide and gain a deeper understanding of the estate planning process. Then, engage in a detailed conversation with a trusted attorney to ask questions, receive guidance and implement your strategy. Creating an estate plan allows you to make important decisions decisions for yourself, so that others don't make them for you or without you.*
Trusted Contact Person
Crimes such as fraud and financial exploitation make it more important than ever to designate a Trusted Contact Person. This is someone Azura will contact if we're concerned that you may be experiencing fraud, a health crisis or another emergency that affects your financial affairs.
While this is optional within your estate planning, we strongly recommend you choose a trusted, reliable person who operates in your best interests. This could be a family member, friend or attorney, for example. Consider choosing multiple trusted contacts, in case your designated primary contact person is unavailable.
The Consumer Financial Protection Bureau, NCUA and other regulatory agencies have recommended that credit unions offer a Trusted Contact program to help prevent fraud and protect consumers.
*Please note that the information contained in this guide is for informational purposes only and not for the purpose of providing legal, tax, financial planning, or investment advice. We encourage you to seek financial, tax, and legal advice from professional advisors with respect to any particular issue or problem you may encounter. Where appropriate, contact the probate court or its equivalent in the jurisdiction where the property is located for further information on the probate process. Azura Credit Union does not provide legal or tax advice. Please contact legal or tax professionals regarding your specific situation.
Wealth Management
Empowering your financial future with tailored investment solutions.