How do I add a Trust to my Will?
If you already have a Will through Trust & Will and decide you want a Trust-Based Estate Plan instead, you can upgrade directly from your account. Adding a Trust is like an upgrade — all the information you've already filled out stays put, and you'll simply be adding Trust documents to your existing plan.
I want a Trust-Based Estate Plan, but it's only letting me purchase a Will-Based Estate Plan at checkout.
This can happen if you started filling out the questionnaire with a Will plan selected. What to do depends on whether you've already purchased:
If you have NOT purchased a plan yet: Reach out to Member Support and we can switch your plan type to a Trust before you purchase.
If you have ALREADY purchased a Will plan: You can upgrade your plan right now — simply follow the steps in the 'How to Add a Trust' section below. You'll only pay the $300 difference between the two plans.
Important pricing note: When upgrading from a Will to a Trust, you only pay the $300 difference between the two plans — not the full price of a Trust. If you purchased a Will and then paid $300 to upgrade to a Trust, you have not been overcharged. The price paid for the Will is not refunded upon upgrading — instead, it is applied toward the total cost of the Trust plan. The total amount paid across both transactions equals the standard price of a Trust-Based Estate Plan, the same as if you had purchased a Trust plan outright from the start.
How to Add a Trust to Your Will-Based Estate Plan
- Click My Account
- Click 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 previously entered information will be saved. However, you will need to revisit each section of the questionnaire, as the Trust is structured a bit differently from the Will. Once you've gone back through the full questionnaire, your new estate plan documents will be regenerated and available in the Documents tab.
Check this out here for an interactive walk-through!