# Attorney-designed plans, customized by you. Do you need a Will Plan or a Trust Plan? Just for you or for you and your partner? Compare the options or take our quick quiz to help you pick the best plan. ### Set up a Trust. Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court. You’ll create customized and state-specific documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency. Includes the documents below. ### Revocable Living Trust The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death. ### Schedule of Assets A listing of assets that you hold in the Trust are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets. ### Certification of Trust Provide this document to third parties in place of a copy of the Trust. This contains a summary of key provisions from the Trust but does not reveal other personal details. ### Last Will & Testament (Pour Over Will) Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust. ### HIPAA Authorization Authorizes trusted individuals to receive your protected health information for specified purposes. ### Living Will Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions. ### Power of Attorney Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated. Individual Trust $499 Couples Trust $599 ### Write a Will. Cover the basics, like who will be responsible for your children and what should happen to your assets after you’re gone. You’ll get the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes. Includes the documents below. ### Last Will & Testament Your final wishes for your possessions, dependents, and arrangements. ### HIPAA Authorization Authorizes trusted individuals to receive your protected health information for specified purposes. ### Living Will Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions. ### Power of Attorney Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated. Individual Will $199 Couples Will $299 ### Trusts & Wills Explained ## What's the Difference Between a Trust and a Will? Differences Between Trusts & Wills Explained Playing in picture-in-picture ### Pick the Right Plan ## Not quite sure? We can help with that. Answer a few questions and we’ll suggest a plan to fit your unique needs. ### Do you have kids under 18? Yes No ### Are you married? Yes No ### What state do you live in? SELECT STATE ### How old are you? Continue ### Do you own real estate? Such as a home, land, or investment property. Yes No ### Do you have $500K+ in other assets? Such as financial accounts or personal property. Yes No ### Do you own a business ? Yes No ### Want extra help from an attorney? Work directly with an attorney in your state to answer all your questions. Yes No ### The Individual Will Plan A will covers the basics. Appoint guardians for your kids or pets, specify your healthcare wishes, and determine who gets what after you're gone. Plus, if your life or finances change, you can add a trust to your plan at any time for greater security. ### Compare Plans Documents For: Individual Couple The Trust Plan ## $499 **Plan Overview** The Trust Plan is the most comprehensive way to seamlessly pass down your assets without probate court, keep your estate private, and secure the future. ## Documents An individual estate plan will include documents for you. A couples plan will include documents for you and your partner. - Last will and testament - HIPAA authorization - Living will - Power of attorney - Trust funding guide - Certification of trust - Revocable living trust - Schedule of assets ## Benefits Nominate guardians for children Nominate guardians for pets Decide who will handle your affairs Leave specific gifts Exclude people from your property Specify final arrangements Write requests & instructions List healthcare wishes Designate healthcare agents Grant access to medical records Effective during your lifetime Prevent probate court Keep estate information private Add conditions to distributions Manage assets if incapacitated Give faster access to assets Reduce risk of legal dispute **Membership** AI-powered answers, a secure Digital Vault for important documents, and one free documents shipment per year. $49/year **Support** Customer Support Available Mon–Fri to answer questions and resolve any issues with trustandwill.com. Included Attorney Support Work directly with a licensed estate planning attorney for professional guidance. ### FAQs ## Common questions. ### How long does the process take? Some people can finish their estate plans in as little as 30 minutes. But don’t worry, we’ll save your responses as you go so you can always pick up where you left off. ### Is this legal? All of our estate plans are built by attorneys and customized by you. Every plan is legally-valid, state specific, and created to meet your specific needs. ### I lost someone I love, now what? We are so sorry for your loss and we’re here to support you in figuring out the next steps. First, obtain legal documentation of the death and notify the necessary parties. ### Is my information secure? Here at Trust & Will, we use bank-level security to protect and encrypt your personal information. We’re serious about security and we’ll never sell or share your information without consent. ### Are payment plans available? Yes. Payment plans are available for both our Will Plan and Trust Plan. We offer payment plans to align with our mission to make estate planning and settlement affordable and accessible for everyone.