Secure your family's future

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 has to 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.

After you create your documents, you’ll need to sign to make them legally valid. We provide clear instructions on the first page of each document that outline exactly what’s required in your state. However, we can give you a general idea of what to expect.

• HIPAA just requires signatures, but your signature, 2 witnesses and a notary are usually required on these docs: will (optional in some states, but recommended), trust, living will, and power of attorney.
• No need to file your will with the court/government, or to send back to us once signed and notarized. All you do is keep it in a safe place and let your loved ones know where it is.
• After you sign your Trust document, the next step is funding it. The process of funding a trust involves transferring assets to it. This is what will prevent your assets from passing through probate.

1. Click “Summary” from the menu bar on the left side of the page.
2. Scroll to the section you’d like to update and click on it. That takes you back to the relevant questions and allows you to edit your answer.
3. Remember to click “Save & Continue” to save the changes.Click “Save & Exit” to return to the Summary page.
4. You can request a shipment* of the latest version of your documents or download and print from your account. Learn how to download and print your documents here.

A safe deposit box is a secure location, however, it may not be the best place to keep your estate plan. It can be complicated and time-consuming for your loved ones to access your safe deposit box to search for an estate plan. This could be an issue if there are time-sensitive issues, such as needing someone to make health care decisions on your behalf.

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