Estate Planning
Plan for your family’s future
Peace of Mind Starts Here
Estate planning is about protecting the people you love and ensuring your wishes are honored. A well-crafted plan brings clarity during difficult times—helping you name guardians, ease financial burdens, and avoid probate. It also allows you to minimize taxes and preserve more of your legacy for future generations.
Educational Workshops
Seattle Credit Union is proud to offer educational workshops in partnership with the Law Offices of Kate Jones. These sessions are designed to help you better understand estate planning and make informed decisions for your future.
Join Kate Jones for a free crash course in estate planning. She’ll guide you through the “4 core documents” of estate planning and why it’s important to have these in place.
Next session
Date: Wednesday, April 22
Time: 5:30 p.m.
Location: Burien Branch
Please check back for the link to register, or follow us on social media to get announcements.
Estate Planning Services from the Law Offices of Kate Jones
With offices located in both West Seattle and Tacoma, Kate is well-positioned to serve Seattle Credit Union members. Kate also offers the invaluable option of remote and in-home services, making access to estate planning easy and efficient for growing families and the elderly community.
The Law Offices of Kate Jones offer the following services.
- Last Will and Testament
- Durable Power of Attorney for Finances and Healthcare
- Healthcare Directive
- Disposition of Remains
- Community Property Agreement
Fees for individual documents range from $150-$1,000 and packages range from $850 to $3,000 depending on documents needed and complexity of the estate.
As a special benefit, Seattle Credit Union members who choose to pursue services with Kate can receive a 10% discount on flat-rate estate planning services — just mention you’re a Seattle Credit Union member when booking.
Get in Touch
Email: katejoneslaw@gmail.com
Phone: 206-370-1034
Meet the Team at the Law Offices of Kate Jones
Kate Jones is the Founding Member/Attorney of Law Offices of Kate Jones, PLLC. Kate has provided wills and estate planning services to the South Puget Sound community since 2012.
After completing two summer estate planning internships with Seattle University School of Law, Kate discovered her passion for elder care and passed the Washington Bar Exam to begin providing licensed estate planning services. For over a decade, Kate has dedicated her law career and private practice to providing the highest quality estate planning service and fundamental peace of mind to her community.
In 2017, Luke Bunn joined the practice as office manager, and functions as the law office’s backbone with paralegal and financial duties.
Disclosures
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Third-Party Estate Planning Services
Estate planning services offered through the Law Offices of Kate Jones, PLLC are provided by a third-party, not affiliated with Seattle Credit Union. While we strive to connect our members with reputable professionals, Seattle Credit Union does not endorse, guarantee, or assume responsibility for any services, advice, or outcomes provided by the Law Offices of Kate Jones, PLLC. Services provided by the Law Offices of Kate Jones, PLLC are not available in all states.
We encourage members to conduct their own due diligence and consult with trusted advisors before making any legal or financial decisions. Seattle Credit Union and its employees do not provide tax, legal, or accounting advice.
Any discounts or promotional offers are solely the responsibility of the Law Offices of Kate Jones, PLLC and are subject to their terms and conditions. Services provided by the Law Offices of Kate Jones, PLLC are not insured by NCUA or another government agency.
Data Privacy Notice
Please be aware that any personal or financial information shared with the Law Offices of Kate Jones, PLLC is governed by their privacy policies and practices. Seattle Credit Union does not have access to, nor does it control, the data collected by the Law Offices of Kate Jones, PLLC. We recommend that members review the firm’s privacy policy carefully before providing any sensitive information. Seattle Credit Union is not liable for the protection, use, or disclosure of member data by third-party providers.