What is Attorney Support?
Attorney Support is an optional add-on for your Trust- or Will-Based Estate Plan. With it, you have access to 1 year of phone support with a licensed estate planning attorney. You’ll also keep access to our Member Support team for general guidance.
Attorney Support is not available in all states. Review current availability: Attorney Support Availability by State
What can Attorney Support help me with?
Attorney Support attorneys can help with the following:
- Choosing a plan: Find out which type of estate plan fits your situation and whether Trust & Will is right for you.
- Your Trust & Will documents: Get clear answers about the documents you create with us, including how they’re set up, how they work, and the pros and cons of Wills and Trusts.
- Estate and gift taxes: Talk through general questions or concerns about how taxes might affect your plan.
- The people in your plan: Understand what’s expected of your executor, guardian, trustee, healthcare agent, and power of attorney agent.
- Beneficiary designations: Learn how to make sure your retirement accounts, life insurance, and other beneficiary designations work with your plan.
- Funding your Trust: Get general guidance on moving your assets into your Trust. (Attorney Support does not include preparing or reviewing deeds.)
- Signing your documents: Make sure your documents are valid, including what’s needed for signing and notarization.
What does Attorney Support not include?
Attorney Support doesn’t cover the topics below. If you have a question in one of these areas, our team can refer you to an attorney in our network who can help.
- Tax advice: Advice on how federal, state, or local taxes apply to your specific situation.
- Asset and creditor protection: Strategies to shield your assets from creditors or lawsuits.
- Marital agreements and property: Prenuptial, postnuptial, separation, or divorce agreements, and whether property is community or separate.
- Preparing documents: Drafting any documents, including estate plan documents outside of those you made on the Trust & Will platform, beneficiary designation forms, or asset transfer paperwork.
- Advice for others named in your plan: Guidance for your beneficiaries or fiduciaries about their own rights or duties.
- After death or incapacity: Help carrying out or administering a plan.
- Documents from outside Trust & Will: Reviewing or advising on estate planning documents you didn’t create with us.
- Related legal issues: Other legal matters connected to estate planning.
- Business matters: Advice on business structures, choosing an entity type, operations, or succession planning.
- Disputes: Advice on actual or potential lawsuits or challenges, including those involving estate planning documents.
How much does Attorney Support cost?
You can add Attorney Support to your Trust or Will for an additional $299. Review our refund policy for Attorney Support services here: Trust & Will Refund Policy
How do I add Attorney Support to my Estate Plan?
First, make sure Attorney Support is available in your state. If available, you can add Attorney Support to your Trust or Will by taking the following steps:
- Log in to your Trust & Will account
- Click My Account in the top left corner of your screen
- Click Settings
- Under Add-ons, you can add Attorney Support
How do I schedule an appointment with my Attorney?
You can schedule appointments with your Attorney right in your account by following these steps:
Log in to your Trust & Will account
From the left-hand sidebar, click Attorney Support
If prompted, sign the agreement to access your consultation
Once the agreement is signed, a calendar will appear where you can book your appointment
Your attorney will call you at the scheduled date and time
Check out this here for an interactive walk-through!
If Attorney Support is not an option in your Add-ons, it is likely not available in your state yet.