Secure Your Family’s Future with Trust & Will.
Get 20% Off an Estate Plan!
We partnered with Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.
As one of the most trusted names in online estate planning, Trust & Will makes estate planning simple, affordable, and completely customizable, allowing you to create a complete Estate Plan in minutes from the comfort of your home.
All of their documents have been built by estate planning attorneys to meet the highest legal standards, are state-specific, and are customized to meet anyone’s specific needs. Paired with best-in-class member support, they are simplifying the complicated estate planning process.
Benefits of Trust & Will
- Affordable services: Members save 20% off any estate plan and get the first shipment of documents for free.
- Expert support: Their team of experts is available to help if you have any questions along the way.
- Easy and convenient: Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
- Built by attorneys, customized by you: State-specific, legally-valid documents that are customizable to meet your family’s needs.
Remember, estate planning isn’t just about protecting your finances and deciding how you want to distribute your assets and to whom. A complete estate plan also includes your healthcare documents, which allow you to appoint a medical power of attorney and leave explicit wishes regarding your end-of-life care. This would give your family a predetermined plan to follow in the case of a medical emergency, instead of having to make those important decisions on their own.
Get Started today and take 20% off the plan of your choice!
Frequently Asked Questions
What is the difference between a Will and a Trust?
Wills and Trusts have a lot of overlap, but also a lot of differences.
Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often must go through a probate process after death.
Like a Will, a Trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a Trust.
Both are ways to say who will receive your assets – Each has different ways of distributing those assets, as well as different advantages and disadvantages. You can learn more about Trusts and Wills here!
How long will it take to complete a Will or Trust?
Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!
Is Trust & Will a law firm?
We are not a law firm, and we are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with us and information provided to us is not protected by the attorney-client privilege.
Is an online estate plan right for everyone?
Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their services ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of 100+ financial institutions across the US.
Not sure which plan is right for you? Check out some of these helpful articles:
- Will vs Trust: What’s the Difference & Which is Right for Me?
- Types of Wills: How to Choose the Best Option
- Should I have a Joint or Separate Trust with my Spouse?
If you have questions along the way, Trust & Will’s team of experts are standing by to help.
See what others are saying about Trust & Will!
*Trust & Will is offering 20% off the initial purchase of an estate plan. No promo code is required; the discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren’t eligible for a discount.
