Estate Planning Services

Proper estate planning protects your family and your assets – at any age. Lake Trust Credit Union has partnered with American Advisor to provide our members this valuable service. They are skilled legal and financial professionals who’ll expertly guide you through the estate planning process:

• Wills
• Living Trusts
• Advanced Medical Directives to Physicians (formerly Living Wills)
• Conservatorship
• Guardianship
• Durable Power of Attorney
• Domestic Partnership Agreements

You can schedule a free consultation to receive an in-depth needs analysis. And you’ll receive a discount on your estate plan. Learn more about the value and benefits of estate planning provided by American Advisor°.

Estate Planning Services Available Online

Don't have the time to meet in person? American Advisors offer Michigan Online Estate Planning Services°. Simply enter your information in the secure and easy-to-use worksheet. An American Advisors' attorney reviews your information and calls you for a telephone consultation. A comprehensive, personalized estate plan is then created. Online estate planning is not only easy, but affordable – almost half the cost. And American Advisors' attorneys are available to answer any questions before, during, and after your online process.

°Third-party website. Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site's privacy policies may differ from those of Lake Trust.