Your pathway to essential lifetime planning services
As a member of Heartland Credit Union, you can access affordable estate planning guidance and tools to protect your accounts and property.
Low cost
Members can access low-cost, flat-fee estate planning services so you can save money and avoid additional charges.
Available to nearly anyone
Regardless if you are married, single, divorced, or have a spouse or partner with a plan of their own, you can qualify for estate planning services.
Personal and comprehensive
The estate planning attorneys can look at your personal financial situation, investments, and properties to help create a complete and individualized plan to safeguard your legacy.
Local attorney partner
Thanks to our partnership with local attorneys, you can conveniently meet for your appointment at Dane County area Heartland branches, or meet with a video or phone call.
Multiple estate document options
Estate planning attorneys can assist you in setting up last wills and testaments, personal property lists, financial power of attorney, health care power of attorney, HIPAA authorization, and more.
Long-lasting partnership
Our enduring partnership with local Wisconsin estate attorneys ensures you receive tested and reliable service for all your estate planning needs.
Sometimes you need more intensive planning for the future of your estate
Estate planning attorneys that have partnered with Heartland can help you with more complex documents, such as revocable and irrevocable life insurance trusts, marital property agreements related to estate planning, and more. Get started today.
I opened an estate account of a deceased friend as their personal rep. Heartland staff made sure everything was done properly and that I understood all the steps and how to use the account.
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1
Fill out the Get Started form
Heartland staff will help determine your needs and point you in the right direction.
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2
Meet with attorney
During your appointment, you can discuss your individual estate planning goals and what options are available to you.
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Select your plan
After consulting with the attorney, you can select the plan that works best to protect your estate and make changes as needed.
Protect your assets with the right help
Estate planning attorneys can help you make a plan that protects assets for you and your family. Make an appointment today to learn more.
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Attorneys participating in the Basic Estate Planning service are not employees or agents of Heartland Credit Union or any of its affiliates. Heartland Credit Union does not provide legal or tax services, and is not responsible for the services provided by the attorneys, who provide the Basic Estate Planning service to you at your direction.
All features
Help with complex estate planning
For an additional low fee, you can get help with additional estate documents, such as revocable trusts, marital property agreements, and irrevocable life insurance trusts.
Get started with Estate Planning
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