Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.

A Trust goes into effect immediately after it is funded, while you are still alive. Trusts offer great control over when and how your assets are distributed and allow you to avoid probate.

It takes most people about 15 minutes to complete their Wills through Trust & Will.

Legally, your Will does not have to be notarized*. However, it will be harder to administer after your death with no notarization.

Most Wills today (including Trust and Will’s) are designed to be “self-proving”. This makes it easier to administer after death. A self-proving Will does require notarization.

*Unless you live in Louisiana, in which case you are legally required to have your Will notarized.

While it is not necessary to get an attorney to create a legally-valid Will, we do offer our members attorney support for an additional fee when you create your Will through Trust & Will.

When you add attorney support to your Will-Based Estate Plan, you have unlimited access to a designated attorney in your state. They can provide you with legal advice, discuss any tax consequences associated with your decisions, and review your documents line-by-line.

We suggest that individuals review and/or update their Wills after any life milestone or every three to five years. Milestones can include: marriage or remarriage, the purchase of a home, the birth of your first child and subsequent children, the first time you travel without your children, and any deaths in the family.

Updating your Will is easy and you certainly do not need an attorney to make changes to your Will. There are three ways to go about updating your Will: create a codicil, write a brand new Will, or make a personal property memorandum.

Yes, you can create a Will for someone else. Whether it’s for your spouse, child, or a loved one with dementia, Trust & Will makes the process easy. Keep in mind however, that the person for whom the Will is created (known as the Testator) will need to review and approve the document in order for it to be valid.

If you pass away without a Will, it’s known as dying intestate. Intestacy laws vary from state to state but typically, the court will decide how your assets and debts will be distributed. Prioritizing your Estate Planning is the best way to ensure that your wishes will be properly executed.

A Will alone will not protect you from probate. Any assets that are titled in the decedent’s sole name, not jointly owned, not payable-on-death, don’t have any beneficiary designations, or are left out of a Living Trust are subject to probate.

Yes. Payment plans are available for both Will and Trust-Based Estate Plans. Complete your documents and make 4 equal, interest-free payments.