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, Ray McCoy, free of any charge or obligation to discuss their specific estate needs.

Ray Mccoy, Affinity Plus Estate Planning
Personalized Services

Let A. Ray McCoy guide you with educational seminars, complimentary one-on-one consultations, or stop in for open hours and Q&A sessions.

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.

Downloadable Forms

These forms are provided for you in PDF format to download and print out.