Creating a Will or Trust for Someone Else

Can I create documents on behalf of someone else, like a parent or spouse?

While it is possible for you to assist someone else in creating an Estate Plan through Trust & Will, they must actively make all designations and decisions related to the estate plan. The documents related to estate planning must accurately represent the desires and intentions of the testator (the individual whose estate is affected by the Will) or the grantor (the person establishing a Trust and aiming to transfer property into it).
By assisting them, you affirm that you have their permission to help them and are operating solely under their direction. Our Terms of Service and Privacy Policy prohibit the creation of estate planning documents for a third party without their direction or consent. 

Was this article helpful?
1 out of 4 found this helpful