Create Your Estate Plan Documents with the Questionnaire
Creating your Will or Trust documents with us is simple and straightforward. You’ll begin by answering a series of questions designed to gather the information we need to prepare state-specific documents for your estate plan.
- Creating an Account: To get started, you’ll provide some basic information about yourself. Then, we’ll guide you through a series of questions to gather the details needed for your estate plan documents.
- Purchasing an Estate Plan: After entering your basic information, you'll be prompted to purchase an estate plan suitable for your needs. You will not be able to complete your documents until you have purchased a plan.
- Completing the Questionnaire: Continue answering the questions to provide the information needed to prepare your final documents. Once you’ve completed the questionnaire, you can download your documents or request to have them shipped to you.
- Finalizing Documents: Once you have your documents, follow the state-specific instructions to sign and notarize them. Then, let your family members or other designated individuals know where your documents are stored so they can be easily found when needed.
Navigating the Questionnaire
Moving Between Questions
- To proceed to the next question, use the Save & Continue button near the bottom of the screen.
- To review a previous question, use the Back button near the bottom left of the screen.
Saving Your Progress
- Your progress saves automatically each time after you click Save & Continue.
- You can log back into your account anytime to pick up where you left off.
- If you are having issues with saving your work, make sure that you only have one Trust & Will tab open at a time.
Skipping Questions
- Unless a question is marked “optional,” you’ll need to provide an answer before you can continue. If you’re not ready to provide a final answer, you can make a temporary selection and update it later. Once you’ve completed the questionnaire, you can go back and edit your responses at any time before finalizing your documents.
Accessing the Home Page
- Click Exit X in the upper right corner to go back to the summary of your questionnaire.
- From the Home page, you can use the left-hand menu to access different areas of your account, such as your documents from within the Documents tab.
Resuming Progress Later
- You can log out at any time and log back in later to continue where you left off. To return to where you left off in the questionnaire from the Home page, just click on the "Finish your document designations" button under the "Top opportunities for you" section. A window will pop up on the right with an option to "Jump back in".
- If you need to make changes to a section you've already completed, select the Documents tab from the left-side menu, press the Summary option to view your previous selections, and scroll to the section you need to change to make edits.
Getting Help
- Click on the "Ask Assistant" button at the top right of the page for assistance. You can then consult the help bot or ask to get connected with a live agent if you'd prefer.