Living Trusts & Estate planning
A Credit Union Member Benefit
Join Us for a FREE Webinar
Thursday, June 18 at 5:00 PM
As a Credit Union member benefit, you are invited to an exclusive online session with Natalie Spiwak, President of Affinity Trusts. Get answers on how to secure your property and avoid the costly probate process in California. Click below to Register and Save Your Spot.
Protecting Your Legacy
Estate Planning for Certified Federal Members
At Certified Federal, we believe a complete financial strategy includes more than just savings, it includes a plan for the future. We have partnered with Affinity Trusts to bridge the gap between our members and professional estate planning attorneys. Affinity Trust will provide the tools you need to preserve your assets and ensure they are transferred to your heirs in a timely, cost-effective manner.
Who Needs Estate Planning?
EVERYONE! You do not need to be wealthy to have an estate plan; you simply need to have assets you care about or loved ones you wish to protect.
A comprehensive plan with Affinity Trusts ensures:
- Total Control: Distribute your property to your chosen heirs exactly how you wish, quickly and privately.
- Protection During Incapacity: Establish clear directives for your health and financial decisions if you ever find yourself unable to make them.
- Avoidance of Probate: In California, estates over $208,850 often trigger a long, public, and expensive court process. A trust keeps your family out of the courtroom.
Exclusive Member Pricing
Through this partnership, Certified Federal members receive access to discounted planning services for living trusts. Pricing for an Affinity Trusts Comprehensive Plan starts at $1,795 for individuals, or $2,095 for married couples, which is a significant savings from contracting the services on your own.
If you would like a free consultation with an Affinity Trusts Estate Planning Representative, click here.
Free Living Trusts and Estate Planning Webinar
Tuesday, April 28, 2026 • 5:00pm
Join Natalie Spiwak, President of Affinity Trusts, for a complimentary informative session.
Members will learn:
- Why a Living Trust is so important for homeowners
- What is the difference between a Living Trust and a Will
- How to avoid the costly, public and time consuming probate process
- How to plan for incapacity, protect your family and your assets
- How to safeguard minor children and special-needs dependents
Natalie will speak about the importance of establishing a plan and how to get started. Register in advance below:
After registering, you will receive a confirmation email containing information about joining the webinar.