Estate Planning

At Goldenwest Credit Union in Pleasant Grove, Utah, ensure the future well-being of your loved ones with our Estate Planning services. By establishing a trust, you safeguard your estate, minimizing taxes and expenses upon your passing or incapacitation. Define distribution methods and care provisions for minors within your trust, securing peace of mind for your family.

Estate Planning is a crucial aspect of financial management, regardless of your estate's size. Whether you have assets or are legally responsible for minor children, having a will or trust in place guarantees your assets go where you intend them to, supporting causes and individuals dear to you.

For our members, we offer exclusive access to personalized estate planning at reduced rates. Partnering with legal experts Jaime Richards, J.D., of Richards & Richards Law Firm, and Justin Berube, J.D., of Farr Cragen & Berube, P.C., we provide comprehensive estate planning solutions ranging from $100 to $750.