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Trust & Will

Secure your family’s future with an estate plan

Trust & Will, Estate Planning

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.

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You may create the documents easily online. With our referral, you may get a discount. 

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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:

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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

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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

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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

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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​​

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For Those Who Needs Our Assistance  
Here Are Steps We Are Going to Take 

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  1. Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.

  2. Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.

  3. 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.

  4. Execution and Funding: We will work with you to make sure your estate plan is executed and properly funded. ​

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