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Protect what you love with Lake Trust Legacy.

Everyone should have the opportunity to leave a legacy. And with Lake Trust Legacy by Legal Karma, now members can. Protect what matters most with Legal Karma’s comprehensive estate planning. And for a limited time, you can get 35% off all estate planning packages.3

CREATE YOUR PLAN

All members have access to Lake Trust Legacy. Not a member? Get started today.

Become a Member

The benefits of Lake Trust Legacy.

Priced for you.

As a valued member, you have access to exclusive pricing options, including a payment installment option

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Simple & convenient.

A simple questionnaire guides you through the process

  • Your documents will be ready for your review within 3-5 business days
  • Make edits to your plan within 30 days of purchase

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Secure.

Your information is safe on your secure Legal Karma account

  • Log in to make your plan and payment
  • Download or print your documents at home

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Dedicated Support.

Call 517.759.7143 to reach the dedicated support line for Lake Trust members available in both English and Spanish

Choose the plan that’s right for you.

Before you start your estate plan, you'll need to choose the option that works best for your needs.

Will Package

  • Last Will and Testament. Name guardians for children and direct who receives your assets

  • HIPAA Authorization. Allow loved ones to discuss your care with doctors

  • Advance Healthcare Directive. Specify your medical treatment preferences

  • Financial Power of Attorney.

  • Couples package includes additional essential documents



    Single Will: $389


    Couples Will: $484

 

Trust Package

  • All essential documents. Will, Healthcare Directive, HIPAA, and Financial POA

  • Declaration of Trust. Create the legal structure for your assets

  • Expert Support. On-demand help throughout your process

  • Two Revision Rounds. Fine-tune your documents before signing


    Single Trust: $519

     

    Joint Trust: $649

Power of Attorney

A Power of Attorney is a legal document that lets you choose someone you trust to act on your behalf for specific decisions if you’re unable to manage things yourself.

  • HIPAA Authorization

  • Advanced Health Care Directive

  • Financial Power of Attorney


    Price: $199

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Prefer to pay over time?

Choose the four-part, interest-free installment plan at checkout.

GET STARTED TODAY
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Not sure what option you need?

Reach out to our dedicated support line at 517.759.7143. Or schedule time for one-on-one support.

SCHEDULE TODAY

We're here to help.

Reach out to our dedicated support line at 517.759.7143. To schedule a time for one-on-one support click the link below.
Schedule Today

CREATE YOUR LEGACY

How to access Lake Trust Legacy.

CREATE YOUR LEGACY

How to access Lake Trust Legacy.

Start your will or trust in a few easy steps.

  1. Visit the Lake Trust Legacy portal through Legal Karma.

  2. Create an account using the same email you use for your Lake Trust accounts.¹ If you don’t have a Lake Trust membership yet, it’s easy to become a member. 

  3. To verify your Lake Trust membership, you'll receive a welcome email. Follow the instructions in the email to finish setting up your account.
Get Started

Frequently Asked Questions

What is estate planning?

Estate planning is the process of determining how you’ll distribute assets after your passing and making choices for your end-of-life medical care. An estate plan can help minimize taxes on your assets.

Why do I need an estate plan?

An estate plan ensures your assets are distributed according to your wishes, can provide for your loved ones, name guardians for minor children, and potentially reduce taxes and avoid probate court. Without a plan, state laws will determine how your assets are distributed.

What’s the difference between a will and trust?

A will is a legal document that outlines how your assets should be distributed after your death and names guardians for minor children. It goes through probate court.

A trust is a legal arrangement where a trustee holds assets for beneficiaries. Trusts can offer more control, privacy, and help avoid probate, but are generally more complex to set up.

Is online estate planning reliable?

Yes, documents created through a reputable online estate planning services like Legal Karma are legally reliable, provided they are properly signed, witnessed, and notarized according to your state’s laws. Legal Karma provides clear instructions and guidance to help you complete your documents. For specific legal advice, please schedule an appointment with a qualified attorney.

What languages are support services available in?

Member support services with Legal Karma are available in English and Spanish. This includes:
  • Live chat support
  • Dedicated phone line
  • Appointments with an Estate Planning Specialist

1 You MUST use the same email address attached to your Lake Trust account to access Lake Trust Legacy. If you do not use the same email address, you will receive an error message during the Lake Trust Legacy sign up process and will not be able to continue.

 

3 Lake Trust members are eligible for a 35% discount. The offer is valid on Estate Planning packages purchased on or before April 30, 2026. Offer is subject to change.

 

Lake Trust Credit Union is not a law firm nor are we attorneys. We do not provide legal, tax, or financial advice. Lake Trust Credit Union is not a substitute for an attorney, or accountant, nor law firm. We do not provide legal advice nor legal services. We are providing access to Legal Karma and Legal Karma services as a benefit for our membership. We do not warrant or guarantee any information, documents or services provided by Legal Karma, or its agents. We disclaim all liability as to losses or harm caused from use of Legal Karma and Legal Karma services. Any information provided is for informational purposes only and is not legal advice. The use of Legal Karma, its Sites and Applications are not intended to create any attorney-client relationship, and your use of the Site and/or Applications does not and will not create an attorney-client relationship. For legal advice in any form, you should consult with a licensed attorney. 

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