Secure your family's legacy

Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All of 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!

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.
You can learn more about Trusts and Wills here!

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. Remember to click “Save &
Continue” to save the changes!
3. Click “Save & Exit” to return to the Summary page.
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.

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

Signing your Trust or Will is generally a simple process and must be completed to make your
documents legally binding. Learn more here!

● Store in a safe place
● Notify loved ones of the location
● Review & update your documents every year
Having a discussion about your estate plan can be a great way to share your wishes and
prevent conflict. Even if you’re hesitant to share details, you should consider letting your family,
Executors or Successor Trustees, and loved ones know that you have an Estate Plan and
where the original signed document is located.

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.

Creating your Trust is the first part of the estate planning process. 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.
Learn more with our Trust Funding Guide!