Estate Planning Benefit

Plan your estateAccomplishing your estate planning goals will probably require legal documents to get the job done correctly. These documents may include: a simple or complex will, a health care power of attorney, a financial power of attorney or a trust.

Catholic Knights encourages its members to start the process through our Estate Planning Benefit. 

A member is eligible for a one-time reimbursement of $25 for the preparation of or updating of estate planning documents by an attorney.

 

To apply

Contact your financial services representative or print, complete and return the Estate Planning Certificate* to:

Catholic Knights
Fraternal and Marketing Department
1100 West Wells Street
Milwaukee, WI 53233

If you need further instructions or help, please contact the Fraternal and Marketing Department at 800-927-2547, ext. 6605.

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Contact Us

Find a branch or representative in your area.


Catholic Knights
1100 West Wells Street
Milwaukee, WI 53233

(800) 927-2547
(414) 273-6266

service@catholicknights.org

© 2008 Catholic Knights All Rights Reserved1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547