Wills and Trusts

Make a plan for what matters
Services

Get some peace of mind

An easy, affordable way to protect your family, home, and assets.

Create your own estate planning document directly within Community First Digital Banking. From living wills and healthcare directives to power of attorneys, we're here to help you make your plan.

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The McBride Group

We've joined forces with The McBride Group to offer top-notch investment and consulting services to members in Sonoma and Napa counties. Whether you're saving for retirement, planning for the future, or simply seeking some expert guidance, The McBride Group is your go-to source.

Contact the McBride Group:
707.658.4433

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Golden State Wealth Management

Community First partnered with Golden State Wealth Management to bring unparalleled financial services to members in Clearlake, Lakeport, Ukiah, and Fort Bragg. With over 50 years of experience, their expert team offers comprehensive investment strategies supported by unbiased research and cutting-edge technology.As a Community First member, you'll have access to a wide range of services tailored to your needs, including:

  • Equity Investments
  • Portfolio Reviews
  • Comprehensive Asset Management
  • Business Retirement Planning
  • Estate Planning
  • Life Insurance and Policy Reviews
  • Financial Planning
  • Asset Protection

Contact Jim Goetz, our experienced wealth manager

James.Goetz@GoldenStatewm.com
707.237.1561
Broker Check

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Choose Community First for your Estate Planning

Save on Legal Fees
We want to remove cost as an obstacle to making a plan for the future and offer an affordable package with all the basics.
Easy to Use
All you have to do is answer our guided questionnaire to get started on your estate plan. If you have questions we're ready to help on the phone or with live chat.
Completely Secure
You can start the process of estate planning right within Digital Banking, so you know your information will be protected.
Trusted
All your documents will be ready to sign in one of our local branches!
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Depositing Checks Via Smartphone

Sign, snap, submit. Done!
Yup, it's that easy

Remember these three things when depositing a check from your phone:
  1. Endorse the back of your check with "For CFCU Mobile Deposit Only"
  2. Keep your check for 90 days after deposit
  3. Make sure you enter the amount of the check correctly, and do not hit “Submit Deposit” twice
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Local on the Go

Check your balance, transfer funds, deposit money, and manage your cards all from the palm of your hand with online banking

Member Savings

Enjoy exclusive pricing as a Community First member

Will Package


$400 single/$600 joint*

  • Will
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPPA Authorization
  • Living Will/Advanced Directive for Physicians
  • Declaration of Appointment of Guardian
  • Appointment of Agent to Control Disposition of Remains

Revocable Living Trust Package


$700 single/$900 joint*

  • Durable Power of Attorney
  • Medical Power ofAttorney
  • HIPPA Authorization
  • Living Will/Advanced Directive for Physicians
  • Declaration of Appointment of Guardian
  • Appointment of Agent to Control Disposition of Remains
  • Revocable Trust
  • Pour-Over Will
  • Certificate of Trust

Getting Started

Only 3 easy steps to create your simple estate planning documents!

1
Step 1
Provide some information

Login to Digital Banking on your desktop and navigate to "Wills and Trusts" under the "Financial Planning" tab to start answering our guided questionnaire.

Digital Banking
2
Step 2
Questions along the way?

We have a dedicated member support team to help with your estate plan. Call our team or use our live chat form

3
Step 3
Pick up and sign your documents!

Your documents will be ready for you to sign and pick up at your local branch.

Have some more questions?

Reach out or visit your local branch

Disclosures:
Investment advice and brokerage services are offered by the independent investment advisors or brokers or dealers described above. Community First is not an investment advisor or registered broker or dealer. In obtaining investment advisory or other services with the entities cited above, Members deal exclusively with those organizations with regard to brokerage or investment advisory services. The Credit Union is not affiliated with any entity described more fully in the links below.

The Credit Union receives compensation in connection with Member accounts referred to the cited entities. Securities or other investments purchased through the entities described above are not guaranteed by the Credit Union, and are not subject to share or deposit insurance through the National Credit Union Administration or Federal Deposit Insurance Corporation or any other federal or state deposit guarantee fund relating to financial institution, or any other agency of the U.S. government. Investment activities involve risk, and may decrease in value.

By clicking links to third-party websites, you are leaving the Community First Credit Union website. Any information provided to third parties is the responsibility of such third parties, and is not subject to the Community First Credit Union privacy or other policies. Consult the privacy disclosures on third party websites for more information. Lastly, should you want to examine the FINRA Broker Check website: https://brokercheck.finra.org.

Frequently Asked Questions

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*Visit this page to view our Digital Account Deletion Policy

*We are not a law firm nor are we attorneys. We are not a substitute for an attorney nor law firm. We do not provide legal advice nor legal services. Any information provided is for informational purposes only and is not legal advice. The use of the Site 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.