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Existing Member Services

Financial and Legal Resource Center

Welcome to the financial and legal resource center - where you can prepare your Simple Will online, view thousands of articles covering a broad range of topics, and access our interactive financial tools. You can also search for a local attorney. Enjoy unlimited access anytime!

Instructions for use:

First Time users, setting up your account
• Have your membership card with the online ID available
• click on the "Lets Get Started" link below
• Select the link in the lower right "I am a first time user"
• Follow the onscreen instructions. Use your online ID where the form asks you for your Company / Organization ID.

Returning users
• click on the "lets Get Started" link below
• Login in using the username and password you created during setup

Creating your Simple Will
• Simply navigate to the Estate Planning Program.
• You'll need to enter the promo code that is listed on your membership card in order to waive the fee. If you can't locate the promo code, simply call our toll-free number.
• If this is the first time you are accessing the program, you'll need to enter your e-mail address and create a password.
• If you are a returning user, all you have to do is enter your e-mail address and password every time you visit.

Let's Get Started using our financial and legal resource center.

Ordering Additional Credit Reports

As a member, you'll have easy access to valuable "inside information" designed to protect the financial health and privacy of you and your family. As a Financial Insider, you can receive important financial information at no extra charge or at substantial savings. As a member, you are able to order as many credit reports as you would like.

Just call 1-800-683-0457 to order now!

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