How do I add a Trust to my Will?
If you already have a will through Trust & Will and decide you want to add a Trust, it's an easy process you can do right from your account. Adding a Trust is like an upgrade—it costs a bit more, but all the information you've already filled out stays put. You're just adding extra documents for the Trust to your existing plan.
I want a Trust-Based Estate Plan, but it is only allowing me to purchase a Will-Based Estate Plan at checkout!
If you have already started filling out the questionnaire as Will, you will need to purchase the Will, then upgrade to the Trust. You will only pay the difference between the two plans for the upgrade to the Trust.
How to Add a Trust to Your Will-Based Estate Plan
- Click My account
- Click Profile & settings
- Scroll down to the 'Add-ons' section
- Click Add a Trust
- 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.