Trust & Will
Secure your family’s future with an estate plan
We partnered with Trust & Will to provide you with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Together, we’re on a mission to help families protect the future and gain peace of mind.
You may create the documents easily online. With our referral, you may get a discount.
Trust-Based Estate Plan
The most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan.
Includes customized and state-specific estate planning documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order.
DOCUMENTS:
Revocable Living Trust
Schedule of Assets
Last Will & Testament (Pour Over Will)
HIPAA Authorization
Advance Healthcare Directive (aka Living Will)
Power of Attorney
Certification of Trust
BENEFITS:
Nominate child and/or pet guardians
Decide who will handle your affairs
Leave specific gifts (money, possessions, property, etc.)
Determine how your assets will be distributed
Exclude individuals from receiving your property
Specify your final arrangements
Note any special requests
Decide what should happen in a medical emergency
Designate health care agents
Grant trusted individuals access to your medical records
Add conditions to asset distributions
Avoid probate court
Will-Based Estate Plan
A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children.
Also includes the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes.
DOCUMENTS
Last Will & Testament
HIPAA Authorization
Advance Healthcare Directive (aka Living Will)
Power of Attorney
BENEFITS
Nominate child and/or pet guardians
Decide who will handle your affairs
Leave specific gifts (money, possessions, property, etc.)
Determine how your assets will be distributed
Exclude individuals from receiving your property
Specify your final arrangements
Note any special requests
Decide what should happen in a medical emergency
Designate health care agents
Grant trusted individuals access to your medical records
For Those Who Needs Our Assistance
Here Are Steps We Are Going to Take
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Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
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Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
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Document Creation: Your estate planning package will be delivered electronically to be reviewed, signed, and notarized. In unique situations, you may want to speak with an attorney, and we can coordinate that discussion through our partners at Trust & Will for an added fee.
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Execution and Funding: We will work with you to make sure your estate plan is executed and properly funded.