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Estate Planning
Planning for the future
Practical guidance to help you organize what matters
and prepare for the
chapters ahead.
Estate Planning Services
Prepare today for your future tomorrow
Estate planning is one of the most important steps you can take to protect what you've built. While we don't provide legal services directly, we work closely with local attorneys and trusted estate planning attorneys to help you make the right choices - and make sure your plan works hand-in-hand with your broader financial picture.
How we help you get started
A conversation, not a form
We start by understanding your goals for your family and your assets, then connect you with an estate planning attorney who can draft your Will, Power of Attorney, Living Will, and other key documents.
Trusted local attorneys
Estate planning documents are legal instruments, so we work with experienced local attorneys who specialize in wills, trusts, and estate strategy to make sure everything is done right.
A plan that fits your finances
Once your estate plan is in place, we help make sure it's aligned with your investments, insurance, and retirement strategy — so nothing falls through the cracks.
Power of Attorney
Who’s paying your bills if you can’t?
Imagine being in the hospital, and your mortgage payment is due or a retirement account needs attention. Without a power of attorney in place, even your family can hit roadblocks trying to help.
Naming someone you trust changes that. It means the people who love you can step in when it counts, with no red tape or delays. The inGenius digital tool makes setting it up simple, secure, and one less thing to worry about.
Ready to start your planning journey?
Our advisors are available for complimentary, no-obligation consultations. Whether you have questions about retirement, investments, insurance, or estate planning, we’re here to help Westmark Credit Union members take the next step.
Call 208-535-1100, email parrya@westmarkis.com, or schedule online with one of our advisors.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Neither One Digital Trust nor inGenius are affiliated or associated with LPL in any way. Any products or services offered by One Digital Trust and/or inGenius are not being offered by or through LPL. Westmark Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westmark Credit Union and Westmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westmark Wealth Management, and may also be employees of Westmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westmark Credit Union or Westmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
Westmark Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.