Wasatch Peaks Credit Union Presents a Complete Estate Plan


Posted November 27, 2015 by Harlan_Weiss

Wasatch Peaks Credit Union, a premier non-profit money cooperative, presents the Complete Estate Plan to help members manage a number of important documents in the most convenient way.

 
[b][OGDEN, 11/27/2015][/b] – Wasatch Peaks Credit Union, a premier non-profit money cooperative in Utah, gives people peace of mind knowing that their financial and legal affairs are in order through the Complete Estate Plan. Together with Summit Administrators, LLC, the company offers wills, trusts, and estate planning services to their members at an exceptional value.

The company knows that a comprehensive process makes things faster and more convenient. That is why they included a number of documents in the Complete Estate Plan, such as wills, trusts, and living wills, and Special Powers of Attorney for Health Care, Durable Powers of Attorney, and counseling.

With this all-inclusive service, members can lessen their worries about securing such important forms and documents. Clients may also face less financial disputes if they manage these things early.

[b]Individuals Who’ll Mostly Benefit from the Plan[/b]

The Wasatch-based non-profit money cooperative offers the Complete Estate Plan to a wide range of individuals. These include 1) people who own or plan on owning real estate property, 2) those with minor children that would need a guardian in case of their premature death, 3) members that have Credit Union, Bank, Brokerage, Money Market accounts or Life Insurance policies, and 4) individuals who want to keep their family from paying certain taxes and fees to settle their estate after their death.

[b]Advantage of Teaming Up with Administrators[/b]

Wasatch Peaks Credit Union works in partnership with Summit Administrators, LLC because of their notable services. These administrators work with practitioners who offer services at a proven high level at affordable rates. This gives better opportunities for clients to find a solution that fits their needs.

[b]About Wasatch Peaks Credit Union[/b]

Wasatch Peaks Credit Union is a newly formed non-profit money cooperative based in Utah that received its approval by the NCUA just last 2013. Although the credit union is relatively new, its members Alliance Federal Credit Union, Weber Credit Union, and Summit One Federal Credit Union have over 100 years of combined operation in the industry. Wasatch Peaks Credit Union has eight branch locations, over 32,000 members, and more than $260,000,000 in assets. This federally chartered credit union is devoted to their core values of Community, Excellence, Innovation, Integrity, Trust, and Vision.

To know more about Wasatch Peaks Credit Union, interested clients may visit https://wasatchpeaks.com.
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Issued By Harlan_Weiss
Country United States
Categories Finance , Loans
Tags mortgage loan ogden , mortgage rates ogden , refinance mortgage ogden
Last Updated November 27, 2015