Understanding and Creating a Will with a Will-Based Estate Plan

Will Overview 

What is a Will?

A Will, also known as a Last Will and Testament, is a legally prepared and bound document that states your intentions for the distribution of your assets and wealth after your death. In the event you have children, a valid Will also allows you to designate who will care for them. A Will, however, is only one part of a comprehensive Estate Plan.

A Will only becomes effective upon your passing, unlike a Trust which goes into effect while you are living as well.

If you are looking for information about the Pour Over Will that comes with a Trust, please user this guide instead: Understanding 'Pour Over Will'

What documents are included in a Will-Based Estate Plan?

  • Last Will and Testament: Your final wishes for your possessions, dependents, and arrangements.
  • HIPAA Authorization: Authorizes trusted individuals to receive your protected health information for specified purposes.
  • Power of Attorney: Authorizes trusted individuals to receive your protected health information for specified purposes.
  • Living Will (Advance Health Care Directive): Specify your preferences for health care and medical treatment to be used as guidance if you are ever unable to make decisions. Includes a Medical Power of Attorney.

How much does the Will-Based Estate Plan cost?

  • Individual Plan: $199
  • Couple's Plan: $299

Frequently Asked Questions 

How long does it take to create a Will?

Most people complete a Will in 15 minutes. All of your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!

Can I start with a Will and switch to a Trust later?

If you've started with a Will-based plan, switching to a Trust-based plan is easy and doesn't require starting over. Just answer a few more questions to include a Trust in your plan. Learn more: 

How to Create a Will

Step 1: Purchase a Will-Based Estate Plan

Start by getting a Will-Based Estate Plan. You will fill out some basic information about yourself and then will be prompted to purchase the estate plan.  

Step 2: Finish the questionnaire

Fill out a questionnaire to gather all the information needed to create your final documents.

Step 3: Finalize your documents

Print or ship your final physical documents, then sign, witness, and notarize them to make them legally binding. Store them securely and inform your loved ones of their location.



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