Wills & Trusts
Wherever you are in life, we're here to help you thrive.
As an Industrial member, you have access to helpful estate planning services at affordable prices.
Whether you’re newly married, sending your first child to college, about to start your family, or preparing for retirement -we’re here to help.
Which legal documents do you need?
You'll want to talk to an estate planning specialist, but here are some common life events that may warrant new or updated legal documents.
If you're a newlywed
consider a joint will and trust
If you have minor children
establish a guardianship nomination
If you have a will or trust
it may be time for an update
- Or, in Online Banking, click Additional Services and select Estate Planning
- Review the menu of options
- Complete a guided questionnaire
- Schedule a review with our professionals and sign your documents
Questions? Call our Will & Trust planning services directly: 206.495.4026
Will & Trust packages may include:
- Last Will and Testament Packages
- Revocable Living Trust Packages
- Financial Powers of Attorney
- Healthcare Directives (Powers of Attorney)
- Trust Amendments and Restatements
