Plan today for tomorrow's peace of mind.

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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 you can. Make a plan for your estate by creating a will or trust online, right from the comfort of home.

Empowered to make the best decision.

Empowered to make the best decision.

Whether you want to make sure your children and pets will be placed in the loving care of a trusted friend or family member, or you want to make sure a cherished piece of artwork or furniture is passed down to someone who will love it as much as you, having an estate plan can offer peace of mind. If you have businesses or properties, an estate plan can provide direction on who should take ownership.

You have the power to make the best decisions for the future. Get started today with Lake Trust Legacy.

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What are the benefits of Lake Trust Legacy?

There’s a lot to consider when you’re creating a plan for your estate. Lake Trust Legacy offers a simple way to make a will or trust right from the comfort of your own home. And if you have questions or need help along the way, you can always reach out to one of the experts at Legal Karma.

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Priced for your budget.

Everyone should have access to the tools they need to create a plan for their legacy.

  • Pricing varies on the package you select

  • After printing your documents at home, you can bring them to any Lake Trust branch to get notarized for free

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Simple & convenient.

It's quick and easy to create your estate documents.

  • A simple questionnaire guides you through the process

  • Your documents will be ready for your review within 3-5 business days

  • You can make edits to your plan within 30 days of purchase

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Secure.

Your information is safe, and your questions are answered by trusted experts.

  • You'll create a secure account with our partners at Legal Karma 

  • Log in to make your plan and payment

  • You can download or print your documents at home

Picking the right estate plan.

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

What is a will?

A will is a document that defines how your estate will be distributed (who inherits what). This document also appoints the person who will handle your final affairs as your Personal Representative. When you create a will, you can also nominate guardians for your children, dependents, or pets. 

What is a trust?

A trust is an asset management tool that can be used to control the access and transfer of property before and after you die, depending on the structure the trust. The document also provides guidance and direction for how and to whom your assets and personal property will be held or distributed.

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 portal1 through Legal Karma.

  2. Create an account using the same email you use for your Lake Trust accounts2.

  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.
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1 Third party website. Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site's privacy policies may differ from those of Lake Trust.

 

2 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.

 

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.