Affinity Federal Credit Union has launched a new estate planning solution through a strategic partnership with Legal Karma, a digital estate planning platform. The partnership allows Affinity members to create essential legal documents, such as wills, trusts and powers of attorney, entirely online with step-by-step guidance and attorney-approved templates.
“We’re thrilled to bring this new solution to our members,” Kevin Brauer, CEO of Affinity Federal Credit Union, said. “Estate planning is one of the most important, and often overlooked, steps in achieving long-term financial wellness. By partnering with Legal Karma, we’re giving our members a simple and secure way to protect their families and their legacies at an affordable cost.”
Recommended For You
Legal Karma CEO Kory Kelly added, “Legal Karma powers the experience with beautifully designed technology and hands-on support, so Affinity can expand its services without adding complexity. Together, we’re helping more families protect what matters most.”
Estate planning has become a crucial yet often underutilized part of financial wellness. According to the National Association of Estate Planners & Councils, over 60% of Americans lack a will or estate plan. Credit unions, which prioritize financial well-being and inclusion, are increasingly offering estate planning tools to serve members across all life stages.
The new estate planning solution is now available through Affinity’s digital channels.
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Michael Ogden
Editor-in-Chief at CU Times. To connect, email at [email protected]. As Editor-in-Chief of CU Times since 2016, Michael Ogden has led the editorial team in all aspects of content strategy and execution, including the creation of the publication’s exclusive and proprietary research database of the credit union industry’s economic landscape. Under Michael’s leadership, CU Times has successfully shifted to an all-digital editorial product with new focuses on the payments, fraud, lending and regulatory beats. Most recently, he introduced a data-focused editorial product for subscribers that breaks down credit union issues into hard data, allowing for a deeper and more factual narrative for readers. In 2024, he launched the "Shared Accounts With CU Times" podcast, which offers a fresh, inside-the-newsroom perspective through interviews with leaders from the credit union industry and the regulatory world. He dives into pressing credit union issues, while revealing the personalities working behind-the-scenes to push the credit union world forward. His background includes years as a radio and TV anchor/reporter and a public relations and digital/social media manager, where he covered the food and music industries, as well as cooperatives and credit unions. Over the years, he has launched numerous exclusive video and podcast series, including a successful series of interactive backstage interviews with musicians at music festivals, showcasing his social media and live streaming production skills.
