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, Ray McCoy, free of any charge or obligation to discuss their specific estate needs.
- Unlimited complimentary one-on-one consultations
- Review of existing member documents
- Open Hours
- Q&A Sessions
- Educational seminars every quarter
Estate Planning Advisor
Arthur “Ray” McCoy, an estate planning attorney, understands Affinity Plus members, as a member himself for over a decade and a former Affinity Plus Board Member.
Affinity Plus believes an education-based approach will best serve its members' needs - an area in which Ray truly excels. He has served as the first dean of students at the University of St. Thomas School of Law, assistant dean of students at Hamline University Law School, and has served as an advocate for students in numerous other colleges and universities.
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.
These forms are provided for you in PDF format to download and print out.
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We believe in building relationships with our members on a personal level to ensure they are comfortable and taken care of.