This guide covers frequently asked questions from financial advisors about how their clients will experience estate planning with Trust & Will.
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:
- Account Creation: They begin by creating an account on our platform.
- Answering Questions: Next, they answer a series of questions tailored to their estate planning needs.
- Document Signing and Notarization: Once completed, the documents need to be signed and notarized.
- 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.
What membership options are available for my clients?
At checkout, clients can purchase the Essentials membership for $49/year. This includes:
- Digital Safe uploads
- Advanced AI assistant
- One free document shipment per billing cycle
Clients can also upgrade to the Pro membership for $299/year from within their account settings after checkout. Pro includes everything in Essentials, plus:
- Attorney support
- Estate Tax Report
- Premium support
For clients of Premium Advisors: The Essentials membership is automatically included at no cost to the client. The cost of the plan itself is covered by the advisor — clients do not pay out of pocket.
For clients of Referral Advisors: Clients purchase their own plan at checkout and will have the option to add a membership at that time. The plan and membership fee are the client's responsibility.
Does my client have access to the Estate Assistant?
Yes — the Estate Assistant is available to all Trust & Will clients as part of their plan, at no additional cost. Clients can use it to get answers about their estate plan, understand their documents, and navigate next steps. The Estate Assistant is accessible from within their Trust & Will account.
How can my clients update their documents?
Clients can edit and update their documents at any time, free of charge, regardless of their membership.
To make edits, clients should:
- Log in to their account and select the Documents tab from the left-hand menu.
- In the window that opens, scroll down to the section they'd like to update (e.g., Distributions) and click Edit in the top right corner of that section.
- Work through the questionnaire, clicking Save and Continue at the bottom right after each question.
- At the end of the section, click Looks Good to save all updates and regenerate their documents.
What steps should my client follow after completing their documents?
After your client completes their estate plan, they should:
- Print or Ship Documents: Either download and print the documents, or request shipping and wait for them to arrive via mail.
- 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. They also have the option to receive their documents through shipping, typically arriving within five business days.
Do my clients have access to customer support?
Yes, your clients will have access to top-tier customer support from our Member Support team Monday through Friday 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 optional add-on service. Click here to see available states.
How is my client's 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.