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Zoomed-in picture of a calendar highlighting the 20th with an orange tack, featuring the word 'Workshop!' written across the square.

Explore estate planning

Learn how to plan for the future in a workshop with a Wills & Trusts specialist.

Find a workshop

What you’ll learn

Will vs. trust
Wondering what the difference is and which one fits your needs? We’ve got you covered!
Types of legal documents
We’ll break these down, from healthcare directives to financial powers of attorney.
Estate planning process
Thinking of creating your estate plan with our team? We’ll go over what to expect.

Wills & Trusts Planning: Protecting What Matters Most

October 7, 2025

5:00 p.m. – 6:00 p.m.

An informative conversation on planning your legacy with clarity and confidence. We'll walk you through key strategies and practical steps to help protect your assets, prepare for life’s transitions and avoid common roadblocks.

Register now

Can’t make it to an event?

Connect with us below or learn more about our services first.

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Schedule an appointment

Book now
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Give us a call

(602) 336-5531, option 2

Disclosures

Wills and Trusts:

Document preparation services are offered through Desert Financial Credit Union; an Arizona Supreme Court Certified Legal Document Preparation Business Entity (CLDP #81024). Legal document preparation services are not insured by the NCUA, have no credit union guarantee and do not provide legal advice.

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Desert Financial does not endorse and is not responsible for the content, links, accessibility, or security of any external website. The privacy and security policies of Desert Financial do not apply to the linked website. We encourage you to review these policies upon visiting the linked site to see how they apply to you.