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Estate planning has always been about protecting loved ones, clarifying wishes, and ensuring assets are passed on smoothly. Traditionally, this meant paper wills, binders of

Estate planning is rarely one-size-fits-all. While a simple will may be enough for someone with a straightforward situation, many families today have more complex needs.

Your credit union, together with Gentreo, is here to help make estate planning simple, affordable, and secure for every family. This worksheet is designed as