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  1. Trust & Will
  2. Estate Planning

Estate Planning

Advisors

  • How do you work with financial advisors?
  • How do I refer a client to Trust & Will?
  • How do I pre-purchase Estate Plans for my clients?
  • Do you offer state-specific documents? 
  • What will my client experience when creating an Estate Plan with Trust & Will?
  • Do my clients have access to customer support?
  • See all 18 articles

Funding Your Trust

  • Why do I need to transfer assets to my Trust?
  • Transferring a financial account to my Trust vs adding a Beneficiary to a financial account
  • Can I transfer my house to the Trust if I have a mortgage?
  • How does the Trust & Will Deed Transfer process work?
  • Where can I find the Taxpayer Identification Number for my Trust?
  • How to title assets in the name of your Trust
  • See all 13 articles

About Trust & Will

  • Who is Trust & Will?
  • Why did we create Trust & Will?
  • What happens to my documents if Trust & Will is no longer a company?
  • Are you lawyers?
  • Are you a law firm?

Getting Started

  • Choosing Your Estate Plan
  • Types of Documents

Creating Your Estate Plan

  • Nominations & Appointments
  • Assets
  • Distributions & Exclusions
  • Health Care
  • Power of Attorney
  • What is a Successor Trustee?

Finalizing Your Estate Plan

  • Signatures, Witnesses, and Notarization
  • Next Steps
  • Certification of Trust

How-To's

  • Edit Your Estate Plan
  • Documents
  • Account

Account

  • General Information
  • Privacy & Security
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