New Estate Planning Offering Launched by Affinity FCU

BASKING RIDGE, N.J.–Affinity Federal Credit Union said it has launched a new estate planning solution designed to help members “secure their financial futures with greater confidence and ease.”

Through a partnership with Legal Karma, a digital estate planning platform, credit union said it is making it simpler and more affordable than ever for members to create essential legal documents such as wills, trusts, and powers of attorney.

The $4.2-billion Affinity FCU added the new service is part of its ongoing commitment to improving the financial wellbeing of its members by providing tools and resources that support every stage of life. 

“With Legal Karma, members can now access attorney-approved estate planning services online, with a user-friendly platform that removes traditional barriers like high costs, confusing legal language, and time-consuming appointments,” it added.

‘Long-Term Financial Wellness’

“We’re thrilled to bring this new solution to our members,” CEO Kevin Brauer said in a statement. “Estate planning is one of the most important, and often overlooked, steps in achieving long-term financial wellness. By partnering with Legal Karma, we’re giving our members a simple and secure way to protect their families and their legacies at an affordable cost.”

The credit union said Legal Karma’s platform provides step-by-step guidance to help users build personalized, legally sound documents tailored to their unique situations. Members can create or update their estate plans entirely online, and access ongoing support as their needs evolve over time, it added.

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