Estate Planning
The Estate Planning Program was developed to ease a process that can be filled with legal implications, emotional decisions, and tense conversations. Members can sit down with our estate planning advisor, Heather Gilbert, free of any charge or obligation to discuss their specific estate planning needs.
The Benefits
- Complimentary one-on-one consultation
- Review of existing member documents
- Q&A Sessions
- Educational seminars every quarter
- Meetings by appointment
Estate Planning Forms
We believe banking should make your life easier and provide you the opportunity to achieve your dreams. When it comes to your estate, the following forms make your planning process even easier.
Estate Planning Information Form
Affirm your understanding of our Estate Planning advising and services.
Heather Gilbert
Estate Planning Advisor
Heather M. Gilbert, Esq. is the President and Managing Attorney of Gilbert Law PLLC. Prior to law school, Heather was a sign language interpreter for the State of Minnesota, Department of Human Services and the State of MN legislature. During law school, Ms. Gilbert had a grant from the State of Minnesota to advocate for underserved people with disabilities. After graduating with honors from William Mitchell College of Law in January 2012, attorney Gilbert established a firm in her name and fiercely litigated for Plaintiffs in civil law matters around the country. Gilbert Law provides Estate Planning and Business Law counsel and advice.
