Business Details
Your Trusted Estate Planning Partner
Affinity Trusts serves as a vital bridge between professional estate planning attorneys and financial institutions, associations, and employer groups. We specialize in addressing the growing demand for comprehensive estate planning solutions by offering educational seminars and resources to help members, employees, and clients understand critical planning issues. Our team collaborates with leading estate planning law firms to deliver revocable living trusts, wills, and other essential documents tailored to individual needs. With a focus on privacy, probate avoidance, and cost-effectiveness, we empower clients to protect and transfer their assets according to their wishes. Our services include durable powers of attorney, advanced health care directives, and specialized trusts designed to address unique family circumstances.We prioritize client education, offering complimentary seminars that demystify estate planning for individuals of all financial backgrounds. Our approach emphasizes transparency, expertise, and personalized guidance to ensure clients feel confident in their planning decisions. We work closely with credit unions and financial institutions to provide member-exclusive pricing and support, fostering long-term relationships that benefit both institutions and their clients. Our team's extensive experience in presenting hundreds of seminars and creating customized plans underscores our commitment to excellence. By combining legal expertise with accessible services, we help clients achieve peace of mind knowing their assets and healthcare preferences are protected.
Services
Revocable Living Trusts
Wills and Pourover Wills
Durable Powers of Attorney
Advanced Health Care Directives
Probate Services
Highlights and features
- We offer complimentary educational seminars on estate planning essentials
- Special Credit Union member pricing for legal documents
- Collaborate with top-rated estate planning law firms nationwide
- Focus on privacy and probate avoidance in asset transfer
- Experienced team with hundreds of client-focused planning presentations
What people say
Professional, caring staff
Peace of mind guaranteed
Assisted tremendously throughout process
High quality service
Superb dedication
Services
Revocable Living Trusts
Revocable Living Trusts provide a private, probate-free method for transferring assets to beneficiaries. Clients maintain full control during their lifetime while establishing clear distribution guidelines. Successor trustees manage the trust after death, following specific instructions for beneficiaries, including minors or those with special needs.
Advanced Health Care Directives
These documents outline medical preferences and designate decision-makers for healthcare choices. They include living will provisions and HIPAA authorization, ensuring your wishes are honored during incapacity while maintaining family communication access.
Durable Powers of Attorney
This legal tool designates trusted agents to manage financial affairs during incapacity. The document remains valid even if the principal becomes incapacitated, ensuring uninterrupted financial decision-making by appointed representatives.
Probate Services
Our probate services help executors navigate court processes for estates without proper planning. We assist with asset inventory, debt settlement, and distribution according to wills or state laws, minimizing delays and administrative burdens.
Estate Planning Seminars
Complimentary educational seminars explain estate planning fundamentals, including probate avoidance and asset protection strategies. These sessions help individuals understand their options and the importance of creating comprehensive plans tailored to their unique circumstances.
People
Natalie Spiwak
President
Natalie Spiwak leads Affinity Trusts with extensive experience in consumer education about estate planning. She has presented hundreds of seminars and radio broadcasts on wealth protection, focusing on efficient asset transfer and family conflict prevention.
Questions
Who needs estate planning?
Everyone with assets should have an estate plan, regardless of wealth. Our services help individuals protect assets, designate healthcare preferences, and ensure smooth asset transfer to beneficiaries.
What services do you offer?
We provide revocable living trusts, wills, durable powers of attorney, advanced health care directives, and specialized trusts. All documents are prepared by experienced estate planning attorneys.
How do credit union members benefit?
Members receive exclusive pricing on legal documents and access to free educational seminars. We partner with credit unions to deliver tailored estate planning solutions for their clients.
What happens if I don't create an estate plan?
Without planning, your assets may go through probate court, causing delays and expenses. Your healthcare wishes might not be honored, and asset distribution could conflict with your intentions.
How does a revocable living trust work?
This legal document allows private asset transfer to beneficiaries without probate. You maintain control during life, and a successor trustee manages distribution after your passing according to your specified terms.
