Protecting what matters most, for the people you love.
Estate Planning Made Simple
Estate planning is the thoughtful process of securing your future and providing clarity for your loved ones. Beyond a simple will, a comprehensive plan gives you control over your financial, legal, and healthcare decisions. Our approach helps you navigate these important choices to build a personalized strategy that protects your assets, ensures your wishes are honored, and provides peace of mind for everyone involved.
Key Documents for Your Plan
These are the essential components of a robust estate plan, designed to provide comprehensive protection.
Wills
A will is a legal document that directs how your property will be distributed after you pass away. It also allows you to appoint a guardian for any minor children and name an executor to manage your estate.
Financial Power of Attorney
This document gives a trusted person the authority to handle your financial affairs on your behalf. It’s a vital tool if you become unable to manage your own finances due to illness or incapacity.
Living Will (Advanced Healthcare Directive)
A living will outlines your specific wishes regarding medical treatment and end-of-life care. This ensures your healthcare providers and family understand your desires, easing the burden of difficult decisions.
Living Trust (Revocable Trust)
A living trust is a legal arrangement that holds your assets during your lifetime. It can help you avoid the public probate process, maintain privacy, and simplify asset management for your family.
Planning Your Estate: Key Players and Documents
Our Estate Planning Team & Tools
Wills & Directives
Beyond a simple will, a comprehensive plan can include a range of documents designed to protect your assets and ensure your wishes are carried out.
Trustees and Beneficiaries
Beyond a simple will, a comprehensive plan can include a range of documents designed to protect your assets and ensure your wishes are carried out.
Your Legacy Blueprint
Secure Your Legacy: An Approach to Estate Planning
Is Estate Planning Right for You?
You don’t need to wait for a life milestone—or a hefty estate—to start planning. Whether you’re just getting started or simply haven’t put your wishes into writing yet, Trust & Will makes it easy to begin. Our user-friendly, guided process helps anyone create essential documents like wills or trusts from home—fast, affordable, and accessible.
Why this works:
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Inclusive framing — Addresses “anyone” rather than a specific age or status, as the client requested.
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Quick and easy — Highlights simplicity and convenience.
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Encouraging — Gently motivates users who may have delayed estate planning.
Understanding Your Estate Plan Team
When it comes to estate planning, knowing who plays which role is just as important as knowing what needs to be done. Trust & Will’s “Estate Plan Roles” guide helps you navigate the key players—like executors, trustees, beneficiaries, and agents—so you can assign the right people with confidence and clarity. Whether you’re drafting a will or setting up a trust, this resource ensures everyone involved knows their part in protecting your legacy.
Click Trustee/Beneficiaries Checklist toe essential roles you’ll encounter in seeany estate plan and why they matter.
Each plays a unique part in carrying out your wishes, protecting your loved ones, and making sure the process runs smoothly.
Quick & Easy
Thanks for having an easy and user-friendly method of creating a Trust. We’ve been considering doing this for a while, but finally we did it. We did it at our own pace with no rush or pressure. We have peace of mind now that our family will be taken care of if we are no longer able to be present for them. I will recommend Trust and Will to my family members and colleagues at work without any reservations.
The Trust&Will team was helpful, their intuitiveness and support throughout the process was much appreciated. And now I have a comprehensive, signed and notarized estate plan, and it is a load off my mind. Cannot thank Trust & Will enough!