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LegalTrack — Wills and Trusts

Invest in Your Family's Tomorrow

Plan for the future with Wills & Trusts


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What Is It?

LegalTrack — Wills and Trusts

As a valued member, you receive access to affordable and legally valid estate planning templates for Wills and Trusts to complete at your convenience, from the comfort of your own home. You can create your customized estate planning documents, including wills, trusts, powers of attorney, and more.

There’s never been an easier, more affordable way to protect your family, home, and assets.

Secure Your Legacy for Less This Season

Plan ahead and give your family peace of mind with exclusive holiday savings. With LegalTrack, take $70 off* any will or trust package with code GIFT70. This offer is available now through December 31, 2024 — ensuring security that’s affordable and simple.

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Ready to Get Started?
Get started now and take advantage of this limited-time offer. Join Yolo FCU today and discover the difference.

Easy Steps to Create Your Simple Estate
  1. Log into Online or Mobile Banking and click on MoneyTrack and select LegalTrack to complete the template.
  2. Once complete, your documents will be ready for download within 3-5 business days.
  3. Questions? Click to chat or call our member support team at (530) 668 -2719 (available Monday-Friday 9AM- 5PM).
  4. Schedule appointment to notarize your Will or Trust.

Click here to get started or schedule an appointment with a representative.

 

Why Yolo Federal

Achieve Peace of Mind

  • Reliable estate planning legal documents
  • Convenient, affordable, and easy to use
  • 100% secure

FAQs

  • When is the $70 discount on LegalTrack packages available?

    The $70 discount is available from November 25, 2024, through December 31, 2024. Some restrictions may apply.*

  • How do I qualify for the $70 discount on a LegalTrack package?

    To qualify, you must be a Yolo FCU member, complete the will or trust package template, and process payment using using code GIFT70 by December 31, 2024. Some restrictions may apply.*

     

     

  • How much does a Will or Trust Cost

    Will Package — $295 for single | $495 for joint

    Documents include: Will, Financial Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Living Will/Advanced Directive for Physicians, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains.

     

    Revocable Living Trust Package — $699 for single | $899 for joint

    Documents include: Revocable Trust, Pour-over Will, Certificate of Trust, Financial Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Living Will/Advanced Directive for Physicians, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains.

  • Will Yolo Federal notarize my documents?

    Yes. Schedule an appointment with representative to notarize your Will or Trust.

  • Who do I contact for help?

    For questions or assistance with LegalTrack – Wills and Trusts, please contact our Member Support team at (530) 668-2719 or schedule an appointment.

  • What is included with the Will Package?

    Our Will Package includes the following: Will, Financial Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Living Will/Advanced Directive for Physicians, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains.

  • What's included in a Revocable Living Trust Package?

    Our Revocable Living Trust Package includes the following: Revocable Trust, Pour-over Will, Certificate of Trust, Financial Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Living Will/Advanced Directive for Physicians, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains.

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  • Disclosures

    *Receive a $70 discount off a LegalTrack – Wills and Trust package 11/25/24 through 12-31/24. To qualify, you must 1) be a Yolo Federal Credit Union member, 2) complete the will or trust package template, and 3) process payment using code GIFT70 by 12/31/24. Some restrictions may apply.

    We are not a law firm nor are we attorneys. We are not the substitute for an attorney nor law firm. We do not provide legal advice nor legal services. This site and applications are not intended to create any attorney-client relationship and your use of this site and/or applications does not and will not create an attorney-client relationship.

    Descriptions of Products

    Will — A will, or a last will and testament, describes how you would like your property and other assets to be distributed after your death. When you make a will, you can also use it to nominate guardians for your children, dependents, or pets.

    Financial Power of Attorney — designates someone to act on your behalf in the event you are unable to and make financial decisions.

    Medical Power of Attorney — a type of “advance directive” that provides a simple way to name someone you trust to speak to your health care providers and make health care decisions for you when you cannot make decisions for yourself.

    HIPAA Authorization — consent obtained from a patient or health plan member that permits a covered entity or business associate to use or disclose your personal health information to an individual/entity for a purpose that would otherwise not be permitted by the HIPAA Privacy Rule (HIPAA is an acronym for a federal law established in 1996 called the Health Insurance Portability and Accountability Act. This act protects healthcare privacy).

    Living Will/Advanced Directive for Physicians — communicates your preferences for end-of-life treatment.

    Declaration of Appointment of Guardian — designates the person(s) you would like to serve as your guardian in the event you require a guardian during your lifetime. The guardian is generally in charge of your financial matters and your welfare or well-being.  In some states, the guardians are separated into guardians of the person and guardian of the estate. Guardian of the person means your being, including medical and housing, and welfare. Guardian of the estate pertains to your financial and property matters.

    Appointment of Agent to Control Disposition of Remains — a written declaration of who you want to control the disposition of your remains.

    Revocable Trust — outlines the disposition of your estate–naming your beneficiaries, assets/distributions they will receive and when, and who administers your estate if you are incapacitated and upon your death.

    Pour-over Will — a type of will with a provision to “pour” any leftover or unallocated assets in a person’s estate into a living trust when the person dies.

    Certificate of Trust —  a document that can be used to certify both the existence of a trust, as well as to prove a Trustee’s legal authority to act.

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