Estate Plans

Young or old, you work hard to take care of yourself and your family. Don't let an unexpected accident, illness or death compromise the quality of life you've worked so hard to achieve.

From new parent to new great-grandparent, our great resources will help you with a plan that suits your life stage and gives you confidence that the protection you want is in place. Call today to assure your interests are protected!

Simple Wills
Durable Power of Attorney
Health Care Proxy

Trusts*
Disability Insurance
Life Insurance

*LPL Financial Representatives offer access to Trust Services
through The Private Trust Company N.A, an affiliate of LPL Financial

SPEAK TO A LIVE OPERATOR

INVESTMENT CALCULATORS

Go to Estate Plans for Businesses & Business Owners

Securities and Insurance products offered through LPL Financial and its affiliates member FINRA/SIPC
Not NCUA Insured	No Credit Union	May Lose Value
Sunmark Federal Credit Union is not a registered broker/dealer, nor is affiliated with LPL Financial.Member FINRA/SIPC.

Financial Planning offered through LPL Financial, a SEC Registered Investment Advisor.

* This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Represenatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments aand services are available in every state.