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.

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.

It takes most people about 20 minutes to complete their Trust with Trust & Will.

Notarization is required for most Living Trusts. It may be possible to create a Trust without notarization, but most states require that the Trust be notarized in order to hold real property. Additionally, many banks and financial institutions will require your Trust to be notarized.

A Trust, unlike a Will, does not need to be signed in front of any witnesses unless you live in Florida.

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

When you add attorney support to your Trust-Based Estate Plan, you have unlimited access to an estate planning attorney. 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 Trusts after any life milestone or every three to five years. Milestones can include: marriage or remarriage, the purchase of new property, and any births or deaths in the family.

How to fund a Trust varies depending on the nature of the property that is being transferred into the Trust. We break down all of the necessary steps it takes to properly fund your Trust so that you reap its benefits in our Trust Funding Guide.

A Revocable Trust is a Trust that can be revoked, meaning it can be changed or updated at any given time as long as you are still living and of sound mind.

An Irrevocable Trust cannot be easily amended, changed or terminated once it’s signed.

Whether or not to have joint or separate Trusts will be up to each couple as each option has its own pros and cons. Separate Trusts may be beneficial for couples who own separate property from previous marriages or family inheritance.

Joint Trusts might be the right choice if you want more flexibility and less complication during the post-death administration process.

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