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A complete plan
for what matters most
Dying without an estate plan creates a time-consuming mess for your loved ones and probate fees can cost your estate 3-9% in total. It’s your life. You should decide how your affairs will be handled, not the courts. Creating a complete estate plan means your children, pets, assets, future, and legacy will be handled the way you want.
Questions & Answers
Who is Trust&Will a good fit for?
Clients with uncomplicated estate planning needs and less than $5,000,000 in assets. If they need a modern estate planning option and don’t want to face the barriers of time, cost or overall complexities when creating an estate plan.
Is there customer support through the process?
Every step of the way! Trust&Will offers live member support 7 days a week via chat or phone support. They always provide a 5-star experience! Attorney support is also available in certain states.
Do they offer state specific documents?
Every plan offered is designed to be state-specific. They offer plans in all 50 states!
What type of Trusts are offered and can they be customized?
Trust&Will offers state-specific Revocable Living Trusts in all 50 states. You'll be able to customize and add specific provisions to your Trusts based on your unique needs. You'll go through your Trust, Will, and Support Health Care documents question-by-question to add your needed level of customization.
How long does the process take?
It takes most people about 20 minutes to complete their Trust, 15 minutes to complete their Will, and 5 minutes to nominate a guardian.
Can I make updates to my documents?
Trust & Will makes it easy to update your Estate Planning documents. Simply log in to your account and make any necessary changes. We suggest updating your plan after any major life event or every three to five years.
What if I have more than $5,000,000 in assets?
Your Carson Capital team will work directly with you and your chosen estate team to collaborate on your advanced estate planning needs. Most importantly, we'll help execute the changes needed to titling your assets and putting together any necessary communications and general organization.
Do I really need an estate plan?
Yes! Dying without an estate plan creates a time-consuming mess for your loved ones and probate fees can cost your estate 2-7% in total. It’s your life. You should decide how your affairs will be handled, not the courts. Creating a complete estate plan means your children, pets, assets, future, and legacy will be handled the way you want.
What is the difference between a Will & Trust?
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.
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.
When should I update my Will?
We suggest that individuals review and/or update their Wills after any life milestone or every three to five years. Milestones can include marriage or remarriage, the purchase of a home, the birth of your first child and subsequent children, the first time you travel without your children, and any deaths in the family.
Checklists & Guides
Helpful answers to some some of the most common and quirky questions around estate planning so you can be confident in your decisions.
Make sure to also check out the Money Guides related to Estate Planning.
Other Resources
Estate Planning
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General
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Estate Planning Checklist - 5 Legal Documents You Must Have
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Estate Planning Documents - What You Need, What’s Optional & More
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Passing Your House to Your Child - How to Do it the Best Way
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15 Estate Planning Terms to Add to Your Vocabulary
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Generational Wealth: Preserving the Family Vacation Home
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How to Notify Loved Ones of Your Will’s Location - What You Need to Know
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Planning
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Life Insurance and Estate Planning: The Basics | Trust & Will (trustandwill.com)
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Steps to Take Before Starting an Estate Plan: According to a CFP
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Joint Tenants vs Community Property with Right of Survivorship
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Per Stirpes vs Per Capita - What’s the Difference?
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How You Can Avoid the Most Common Estate Planning Mistakes
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How Much Money Should I Leave My Children?
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Estate Planning for High Net Worth Individuals
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How to Create the Ultimate Emergency Plan | Trust & Will (trustandwill.com)
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Non-Financial Assets to Include in Your Estate Plan
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Business
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Executor
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Digital
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What is a Digital Vault?
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Top 5 Benefits of Having a Digital Vault
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Apple’s New Digital Legacy Feature: How to Set a Person as your Legacy Contact
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How to Prepare in Advance to Protect Your Digital Assets
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Digital Vault Checklist: What Should Go Into My Digital Vault?
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What Is A Digital Legacy & Why You Should Be Planning Yours
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What Happens to Your Facebook and Instagram Accounts After Death?
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What Happens to Your LinkedIn Account After Death?
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What Happens to Your Email Account After You Die?
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The Afterlife of Social Media: Social Media Accounts after Death
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Investment & Tax
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How Roth IRAs Can Be a Great Estate Planning Strategy
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Mistakes People Make With Roth IRAs and Their Estate
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Traditional IRA vs Roth IRA: Which is Better To Inherit?
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What is Step-Up in Basis?
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Estate Planning: Strategies to Reduce Estate Taxes
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Types of Taxes that Can Affect Your Inheritance
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Capital Gains Tax and Your Estate: What You Need to Know
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Wills
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Dying Without a Will - What Happens
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Types of Wills & How to Choose the Right One
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Will vs Trust - What’s The Difference & Which Option is Right for You?
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Written Will: Can You Just Write a Will and Get it Notarized?
Trusts
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General
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Types of Trusts
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Transfers & Funding