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estate-planning

Exploring Trust & Will: A Comprehensive Look into Online Estate Planning

We all wonder what happens after we die, but one thing we can control is what happens to our stuff when we’re no longer around. That’s where estate planning comes in, and where services like Trust & Will can help. Trust & Will makes it easier and quicker to create a full estate plan, including important documents like wills, trusts, and guardianship nominations. You don’t need to meet a lawyer in person or spend hours scanning and uploading legal documents. You can do it all from home, on your own time.

If you’ve been putting off sorting out your affairs because you don’t want to deal with finding and checking out a lawyer, it might be time to give Trust & Will a look. They offer two main plans: Will and Trust. Both are comprehensive and include all the legal documents you need. You can customize each plan’s documents to fit your needs and complete, download, and sign each document online. They even ship you any paper documents you need to sign and have notarized in person.

The Will plan is for people or couples who want to put their final wishes in writing. It includes four documents: a last will and testament, HIPAA authorization, a living will, and a power of attorney. It costs $159 for individuals, and adding documents for your spouse raises the price to $259. There might be an extra cost if you want to add a guardianship arrangement for minor children. The Trust plan is for people or couples who want a full estate plan that lets most of their assets skip probate and go straight to their family members or heirs. It includes all the documents you need to set up and maintain a revocable living trust. It’s good for complex situations where a simple will might not be enough. The Trust plan costs $599 for individuals and $699 for couples. It’s a lot cheaper than hiring a lawyer to do the same work and give the same legal advice.

All Trust & Will plans come with five key features, including a 30-day money-back guarantee and one year of unlimited updates for no extra cost. If you’re not happy with your Trust & Will documents or any other part of your experience with the service, you can ask for a full refund within 30 days. All Trust & Will customers can access their completed documents online anytime, for free. You can update your documents as much as you want during the first year for free. After the first year, you’ll need to pay an annual fee to update your documents. It’s $19 per year for the Will plan and $39 per year for the Trust plan.

Trust & Will has a lot of advantages. Its legal documents are specific to your state and checked by lawyers, which can give you confidence in a process that’s mostly hands-off. It’s a lot cheaper than working with a full-service estate planning lawyer. It’s also quick, with no need to visit an office. All Trust & Will’s estate planning documents follow the laws of your home state. All their plans come with a 30-day money-back guarantee. Trust & Will is also a Pledge 1% participant, which means it’s committed to giving back 1% of its resources to charity.

But Trust & Will isn’t perfect. After the first year, you need to pay for a subscription to make any updates, which can get expensive over time. And the hands-off model might not work for everyone. Trust & Will lets you start and finish the estate planning process without ever meeting a lawyer in person. If you’re okay with not interacting with humans much during the process, you won’t mind this. If you prefer more help, a human trusts and estates lawyer might be a better fit.

Trust & Will is an innovative solution to the old problem of finding and paying someone to handle your estate planning needs. It’s a lot cheaper than working with a lawyer, and you can update your documents as much as you want during the first year for free. It’s quick to prepare estate documents with Trust & Will, and all their documents follow the laws of your home state. All their plans come with a 30-day money-back guarantee.

Many people who should invest in a legally binding framework for their wishes before and after their deaths don’t. That can leave their loved ones in a tough spot, leading to all sorts of difficult situations. Despite the downsides, it’s easy to see why so many people put off estate planning. Trust & Will gets it, and they’re betting that people will like a solution that makes the process simpler.

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