What will my client experience when creating an Estate Plan with Trust & Will?

Your clients will be able to create a complete Estate Plan online through Trust & Will! All they need to do is create an account and answer the questions we provide. After that, they'll just need to get their documents signed and notarized, and transfer assets to their Trust (if they chose a Trust-based Estate Plan.)

Check out this video walk-through below for more details:

What happens after the documents are complete?

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