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Lori and Craig H.
Member Since 2026

Will & Trust Planning

Protect your legacy and plan for the future.

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The majority of Americans have no plan in place to preserve, manage and transfer t heir wealth upon death or incapacity. In California, if you die owning more than $61,500 in real property and $184,500 in real and personal property, whether you have a Will or not, your estate could be subject to the costs, delays, and publicity of probate. Learn how to:

Know the Risks of Joint Ownership

Avoid the pitfalls of using joint ownership as a way to transfer property.

Establish a Living Trust to Avoid Probate

Have a plan in place to simplify the transfer of your assets and help avoid probate.

Nominate Guardians and Provide for Minors

Protect your children’s future by choosing trusted guardians and planning for their financial needs.

Plan Ahead for Life’s Unexpected Moments

Empower the right person to manage your finances and make medical decisions for you in the event of incapacitation.

Distribute Assets According to Your Wishes

Ensure your assets are distributed according to your wishes and provide for the people and causes that matter most to you.

Exclusive Member Benefits

As a Logix member, you receive exclusive access to free consultations and discounted rates on trust and estate services. Logix has partnered with Affinity Trust to better help you set up a plan tailored to your specific needs.

It's never too early or too late to plan for the future. Contact us to schedule a free consultation and learn how we can help you set up a plan that meets your specific needs.

Schedule Consultation
Individual
Married
Logix Member Pricing
(California Residents)
$1,695*
$1,995*
Law Firm Pricing
$3,000
$4,000
*plus $25 title search

Estate Management Checklist

Preparing for the future is an important step you can take today. Establishing a will and organizing key health care and financial documents now can help protect your loved ones and ensure your wishes are carried out.
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Your Quick Guide to Estate Taxes and Planning Ahead

Estate taxes are the federal tax on transferring your wealth to heirs after you die. Not everyone pays them; only very large estates are taxed but understanding how they work can help you take control of your future and protect your family’s legacy.
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Brokerage Disclosures:

The financial consultants of Logix Financial Services are registered representatives with, and 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. 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

Logix Federal Credit Union 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.

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