Frequently Asked Questions | Trust & Will Help Center

Frequently Asked Questions

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43 articles in this collection
Written by Daniel Goldstein and Patrick Hicks

General

What is an Estate Plan and why do I need one?

Written by Daniel Goldstein
Updated over a week ago

How do I access my documents?

Access digital copies in your account or have hard copies shipped to you.

Written by Patrick Hicks
Updated over a week ago

How do I make changes?

It's easy to make changes to your documents -- here's how:

Written by Patrick Hicks
Updated over a week ago

Wills

What is a Will?

There is a simple and a long explanation...

Written by Daniel Goldstein
Updated over a week ago

Do I need a Will?

Yes. Every American adult needs a Will.

Written by Daniel Goldstein
Updated over a week ago

Is an online Will right for everyone?

Details about who is a good fit for this software

Written by Daniel Goldstein
Updated over a week ago

What information do I need to prepare a Will?

It's always nice to be prepared :)

Written by Daniel Goldstein
Updated over a week ago

What do I need to do to make my Will legally effective?

Every state has it's own laws, but it is often as simple as 1-2-3

Written by Daniel Goldstein
Updated over a week ago

What should I do once my Will is signed?

And what does it mean to execute a Will?

Written by Daniel Goldstein
Updated over a week ago

Can I create a Will for my spouse? My parents? Someone else?

This helps clarify who you can and can't create Wills for.

Written by Daniel Goldstein
Updated over a week ago

What if I get married or divorced?

Details for recently married or divorced and how to handle accounts

Written by Daniel Goldstein
Updated over a week ago

What is "per stirpes" and how does that affect distributions to my children?

What is "per stirpes" and what does it mean?

Written by Patrick Hicks
Updated over a week ago

Can I make changes after my Will is executed?

Written by Daniel Goldstein
Updated over a week ago

Who should I leave specific gifts to? What type of specific gifts should I leave?

All information about gifts in your Will

Written by Daniel Goldstein
Updated over a week ago

Should I donate to a Charity? Which one?

Written by Daniel Goldstein
Updated over a week ago

What if I don’t want to give anything to my spouse?

Written by Daniel Goldstein
Updated over a week ago

What if I don’t want to give anything to a child?

Written by Daniel Goldstein
Updated over a week ago

Guardians

What is a Guardian for my Children?

This helps clarify a financial and physical Guardian nominated in a Will

Written by Daniel Goldstein
Updated over a week ago

Who should I nominate as Guardian for my Children?

Things to consider when selecting a Guardian for your children or pets

Written by Daniel Goldstein
Updated over a week ago

What if I have children after I create my estate plan?

Details about how to update docs with kids

Written by Daniel Goldstein
Updated over a week ago

Who should I nominate as Guardian for my Pets?

This contains common questions about pet guardianship.

Written by Daniel Goldstein
Updated over a week ago

I have been nominated as a Guardian. What does that mean?

Written by Daniel Goldstein
Updated over a week ago

Executor and Digital Executor

Who should I nominate as Executor?

This contains common questions about selecting an Executor

Written by Daniel Goldstein
Updated over a week ago

What is an Executor?

Definition of Executor, responsibilities, common questions

Written by Daniel Goldstein
Updated over a week ago

What is a Digital Executor?

Explains the definition, purpose, and responsibilities of a Digital Executor

Written by Daniel Goldstein
Updated over a week ago

I have been nominated as an Executor in a Will. What does that mean?

Written by Daniel Goldstein
Updated over a week ago

Witnesses

Who can and can't be a Witness?

And who can't be a witness

Written by Daniel Goldstein
Updated over a week ago

Power of Attorney

What is a Power of Attorney and why do I need one?

Written by Daniel Goldstein
Updated over a week ago

Who should I name as my agent under my Power of Attorney?

Recommendations and best practices for naming POA

Written by Daniel Goldstein
Updated over a week ago

What can my agent do with my Power of Attorney?

Roles and responsibilities of POA

Written by Daniel Goldstein
Updated over a week ago

I have been named as Agent in a Power of Attorney. What does that mean?

Written by Daniel Goldstein
Updated over a week ago

Digital Assets

What is a Digital Asset?

Helps explain the role of digital assets connected to Digital Executors

Written by Daniel Goldstein
Updated over a week ago

Healthcare

What is an Advance Health Care Directive and why do I need one?

Definition, details, and circumstances to set one up

Written by Patrick Hicks
Updated over a week ago

What are Health Care Agents?

Why do I need them and what can they do?

Written by Patrick Hicks
Updated over a week ago

What is a Living Will?

Definition, details, and circumstances to set one up

Written by Daniel Goldstein
Updated over a week ago

What is HIPAA? What is a HIPAA Authorization?

Or, the long version, Health Insurance Portability and Accountability Act

Written by Daniel Goldstein
Updated over a week ago

Trusts

What is Community Property?

And how might it affect my estate plan?

Written by Patrick Hicks
Updated over a week ago

What is a joint trust?

And why should I create one?

Written by Patrick Hicks
Updated over a week ago

What does it mean to be a Trustee?

What does a trustee do?

Written by Patrick Hicks
Updated over a week ago

Commonly Asked Questions

How much does an Estate Plan cost?

Written by Patrick Hicks
Updated over a week ago

How long does it take?

Written by Patrick Hicks
Updated over a week ago

What is your refund policy?

Written by Patrick Hicks
Updated over a week ago

How do I make updates?

Written by Patrick Hicks
Updated over a week ago