1. Trust & Will
  2. Estate Planning
  3. How-To's
  4. Account

How can I add a Trust to my Estate Plan?

Just log into your Trust & Will account, and take the following steps:

  1. Click "Add a Trust" from the left side menu bar.
  2. Complete the checkout process - You’ll now be upgraded to a Trust-based Estate Plan.

All of your information will be saved, but we recommend revisiting each section since the Trust is structured a bit differently from the Will.

Articles in this section

Was this article helpful?
1 out of 5 found this helpful

Comments

0 comments

Please sign in to leave a comment.