Give Your Family Peace of Mind with an Estate Plan
GET 20% OFF AN ESTATE PLAN
We partnered with Trust & Will to provide members with a simple and cost-effective solution for creating an estate plan online. Trust & Will is a trusted leader in digital estate planning, having guided over 500,000 families in securing their future. Together, we’re dedicated to empowering families to safeguard their legacy and achieve peace of mind.
Benefits of Trust & Will
- Affordable services: Members enjoy a 20% discount on any estate plan and receive their first shipment of documents for free.
- Expert support: A knowledgeable team is available to assist with any questions throughout the process.
- Easy and convenient: Step-by-step guidance allows you to complete your will or trust online in just 30 minutes.
- Attorney-designed, tailored to you: State-compliant, legally-valid documents that can be personalized to suit your family’s unique needs.
GET STARTED WITH
These Simple Steps
STEP 1
Choose Your Package
STEP 2
Access Your Files
STEP 3
Finalize with a Notary
STEP 4
Redeem Your Savings
Frequently Asked Questions
Wills and trusts share some similarities but also have key differences. A will is a straightforward document that allows you to name guardians for children and pets, determine where your assets will go, and outline final wishes. However, its simplicity comes with limitations: wills provide less control over how assets are distributed and typically go through probate—a legal process that can be time-consuming and costly.
Trusts, on the other hand, also manage the distribution of assets but offer greater flexibility in deciding when and how those assets are passed on. To be effective, assets must be transferred into the trust, making the setup process more complex. However, trusts often bypass probate altogether, which is a significant advantage for many. Both options specify how your assets are distributed, but they differ in complexity, level of control, and potential benefits.
On average, completing a will takes about 15 minutes, while a trust typically takes around 20 minutes. Your progress is automatically saved, allowing you to pause and return anytime to finish at your convenience!
No, Trust & Will is not a law firm and does not serve as a substitute for one. Legal advice, guidance, or services are not provided, and interacting with Trust & Will does not create an attorney-client relationship. Additionally, any information shared is not protected under attorney-client privilege.
Absolutely! Online estate planning provides the same legal validity and functionality as traditional methods, with additional benefits like affordability and convenience. Combining cutting-edge technology with dedicated customer support, this approach makes the estate planning process easy and accessible. Trusted by over 100 financial institutions nationwide, Trust & Will simplifies estate planning for individuals and families alike.
No matter the size of your assets, an estate plan—whether it’s a will or a trust—is beneficial for everyone. Whether you have significant wealth, modest belongings, children, pets, or a partner, an estate plan ensures your final wishes are carried out. It can also help your loved ones avoid probate, a time-consuming and costly legal process for distributing a person’s estate after they pass.
The time required to set up an estate plan with Trust & Will typically ranges from 30 to 45 minutes, depending on your specific goals and the complexity of your situation.
Yes, all estate plans are legally valid, tailored to your individual needs, and compliant with state laws. To ensure they are legally binding, make sure to sign and notarize the documents after downloading or receiving them.
