BASKING RIDGE, NJ (May 5, 2025) |
Affinity Federal Credit Union (“Affinity”) is proud to announce the launch of a new estate planning solution designed to help members secure their financial futures with greater confidence and ease. Through a strategic partnership with Legal Karma, an innovative digital estate planning platform, Affinity is making it simpler and more affordable than ever for members to create essential legal documents such as wills, trusts, and powers of attorney.
This new service is part of Affinity’s ongoing commitment to improving the financial wellbeing of its members by providing tools and resources that support every stage of life. With Legal Karma, members can now access attorney-approved estate planning services online, with a user-friendly platform that removes traditional barriers like high costs, confusing legal language, and time-consuming appointments.
“We’re thrilled to bring this new solution to our members,” said Kevin Brauer, CEO of Affinity Federal Credit Union. “Estate planning is one of the most important, and often overlooked, steps in achieving long-term financial wellness. By partnering with Legal Karma, we’re giving our members a simple and secure way to protect their families and their legacies at an affordable cost.”
Legal Karma’s platform provides step-by-step guidance to help users build personalized, legally sound documents tailored to their unique situations. Members can create or update their estate plans entirely online, and access ongoing support as their needs evolve over time.
“We’re excited to partner with Affinity Federal Credit Union to bring affordable, in-house estate planning to their members,” said Kory Kelly, CEO of Legal Karma. “Legal Karma powers the experience with beautifully designed technology and hands-on support, so Affinity can expand its services without adding complexity. Together, we’re helping more families protect what matters most.”
The estate planning solution is now available to Affinity members through the credit union’s digital channels, offering peace of mind with just a few clicks.
For more information and to get started, members can visit: affinityfcu.com/personal-banking/services/estate-planning