In our efforts to grow and provide more valuable services to our Members, we’ve partnered with Trust & Will to offer our Members discounted estate planning services.

No one likes to think about what happens after they’re gone, but preparing for the unexpected now is the best way to ensure you’ve covered what matters most.

What's the difference between a Trust and a Will?

Wills and Trusts have a lot of overlap, but also a lot of differences.

Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often must go through a probate process after death.

Like a Will, a Trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a Trust.

Both are ways to say who will receive your assets - Each has different ways of distributing those assets, as well as different advantages and disadvantages.

You can learn more about Trusts and Wills here! 
 

Is Trust & Will a law firm?

We are not a law firm, and we are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with us and information provided to us is not protected by the attorney-client privilege.
 

How long will it take to complete a Will or Trust?

Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!
 

Is an online estate plan right for everyone?

Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their services ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of 100+ financial institutions across the US.  

What is included in my annual membership?

The annual membership offers many benefits to Trust & Will users! Pricing and more info are below.

The first year from the purchase date is free of charge. After that, pricing depends on the Estate Plan you choose:

Will-based Estate Plan: $19 per year
Trust-based Estate Plan: $39 per year
 
Once enrolled in the annual membership, you’ll receive access to:

• Our Document Upload feature lets you store digital copies of important documents (Such as deeds, banking info, vehicle titles, etc.) along with your Estate Plan
• Our Shared Access feature, which allows you to share your Estate Plan digitally and uploaded docs with loved ones
• Access to edit your Estate Plan as life unfolds
• Access to download your documents free of charge, at any point in time