What Your Client Will Experience When Using Trust & Will

This guide covers some frequently asked questions about 

How does my client create an estate plan with Trust & Will?

Your clients can easily create a comprehensive estate plan online with Trust & Will. Here’s the process:

  1. Account Creation: They begin by creating an account on our platform.
  2. Answering Questions: Next, they answer a series of questions tailored to their estate planning needs.
  3. Document Signing and Notarization: Once completed, the documents need to be signed and notarized.
  4. Asset Transfer: If they have opted for a Trust-based estate plan, they must then transfer assets into their Trust.

For a detailed walkthrough, please watch this video tutorial:

How can my clients update their documents?

Clients will be automatically enrolled in an annual membership that allows them to make unlimited updates to their Estate Plan documents. The membership is free for the first year after purchase. After the first year:

  • Will-Based Plan: An annual membership fee of $19.
  • Trust-Based Plan: An annual membership fee of $39.

What steps should my client follow after completing their documents?

After your client completes their estate plan, they should:

  1. Print or Ship Documents: Either print the documents or wait for them to arrive via mail.
  2. Sign and Notarize: Ensure all documents are properly signed and notarized.

If your client has a Trust, they will need to transfer assets to the Trust. The following resources can be helpful for advisors who want to add value by assisting in the Trust funding process:

How long will it take for a client to receive their documents?

Clients can instantly download their documents from their account once they are complete. Additionally, they have the option to receive their documents through complimentary shipping, typically arriving within five business days.

Do my clients have access to customer support?

Yes, your client's will have access to top tier customer support from our Member Support team seven days a week through chat, email, and phone! We are committed to delivering exceptional service as reflected in our reviews on TrustPilot.

In certain states, we also offer Attorney Support as an add-on service. Click here to see available states.

How is my clients’ information protected?

We prioritize the security of your clients' information:

  • Sensitive Information: We do not collect sensitive details like social security numbers, bank account numbers, or account passwords.
  • Data Security: All personal information is securely transmitted using Secure Socket Layer (SSL) technology.
  • Secure Infrastructure: Our platform is hosted on Amazon Web Services (AWS), which maintains ISO 27001 and SAS70 Type II certification for the AWS infrastructure.

For more details on our privacy practices, please view our Privacy Policy.

Questions?

Connect with our Advisors Team at advisors@trustandwill.com!

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