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To qualify for membership, you must live, work, worship, attend school in Yolo, Sacramento, Placer, or El Dorado counties.
To apply for a Home Loan, you must qualify for membership, and the property must be located in Yolo, Sacramento, Placer, or El Dorado counties or within 50 miles of our corporate office.
To qualify for membership, you must live, work, worship, attend school in Yolo, Sacramento, Placer, or El Dorado counties.
To apply for a Home Loan, you must qualify for membership, and the property must be located in Yolo, Sacramento, Placer, or El Dorado counties or within 50 miles of our corporate office.
LegalTrack — Wills and Trusts
Invest in your family's tomorrow
Plan for the future with Wills & Trusts.
Templates for estate planning
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LegalTrack — Wills and Trusts
As a valued member, you receive access to affordable and legally valid estate planning templates for Wills and Trusts to complete at your convenience, from the comfort of your own home. You can create your customized estate planning documents, including wills, trusts, powers of attorney, and more.
There’s never been an easier, more affordable way to protect your family, home, and assets.
There’s never been an easier, more affordable way to protect your family, home, and assets.
Complete a template
Log into Online or Mobile Banking and click on Tools and select LegalTrack to complete the template.
Wait for documents
Once complete, your documents will be ready for download within 3-5 business days.
Ask questions
Questions? Click to chat or call our member support team at (530)668-2719 (available Monday-Friday 9AM- 5PM).
Highlights
Reliable estate planning legal documents
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What our members say:
Frequently asked questions
How much does a Will or Trust cost and what’s included?
Will Package — $295 for single | $495 for joint
Documents include: Will, Financial Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Living Will/Advanced Directive for Physicians, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains.
Revocable Living Trust Package — $699 for single | $899 for joint
Documents include: Revocable Trust, Pour-over Will, Certificate of Trust, Financial Power of Attorney, Medical Power of Attorney, HIPAA Authorization, Living Will/Advanced Directive for Physicians, Declaration of Appointment of Guardian, and Appointment of Agent to Control Disposition of Remains.
Will Yolo Federal notarize my documents?
Yes. Schedule an appointment with representative to notarize your Will or Trust.
Who do I contact for help?
For questions or assistance with LegalTrack – Wills and Trusts, please contact our Member Support team at (530) 668-2719 or Schedule an appointment.
Have questions? We are here to help.
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Meet us at one of our branches or schedule a call
Everyone who lives, works, worships, or attends school in Yolo,
Sacramento, Placer, or El Dorado counties is eligible for membership.
Sacramento, Placer, or El Dorado counties is eligible for membership.
Everyone who lives, works, worships, or attends school in Yolo, Sacramento, Placer, or El Dorado counties is eligible for membership.
Disclosure
We are not a law firm nor are we attorneys. We are not the substitute for an attorney nor law firm. We do not provide legal advice nor legal services. This site and applications are not intended to create any attorney-client relationship and your use of this site and/or applications does not and will not create an attorney-client relationship.
Descriptions of ProductsWill — A will, or a last will and testament, describes how you would like your property and other assets to be distributed after your death. When you make a will, you can also use it to nominate guardians for your children, dependents, or pets.
Financial Power of Attorney — designates someone to act on your behalf in the event you are unable to and make financial decisions.
Medical Power of Attorney — a type of “advance directive” that provides a simple way to name someone you trust to speak to your health care providers and make health care decisions for you when you cannot make decisions for yourself.
HIPAA Authorization — consent obtained from a patient or health plan member that permits a covered entity or business associate to use or disclose your personal health information to an individual/entity for a purpose that would otherwise not be permitted by the HIPAA Privacy Rule (HIPAA is an acronym for a federal law established in 1996 called the Health Insurance Portability and Accountability Act. This act protects healthcare privacy).
Living Will/Advanced Directive for Physicians — communicates your preferences for end-of-life treatment.
Declaration of Appointment of Guardian — designates the person(s) you would like to serve as your guardian in the event you require a guardian during your lifetime. The guardian is generally in charge of your financial matters and your welfare or well-being. In some states, the guardians are separated into guardians of the person and guardian of the estate. Guardian of the person means your being, including medical and housing, and welfare. Guardian of the estate pertains to your financial and property matters.
Appointment of Agent to Control Disposition of Remains — a written declaration of who you want to control the disposition of your remains.
Revocable Trust — outlines the disposition of your estate–naming your beneficiaries, assets/distributions they will receive and when, and who administers your estate if you are incapacitated and upon your death.
Pour-over Will — a type of will with a provision to “pour” any leftover or unallocated assets in a person’s estate into a living trust when the person dies.
Certificate of Trust — a document that can be used to certify both the existence of a trust, as well as to prove a Trustee’s legal authority to act.
