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  1. Trust & Will
  2. Estate Planning

Estate Planning

Advisors

  • How to Use a 'Financial Advisor Account' to Assist Clients
  • How to Refer a Client to Trust & Will
  • How to Pre-Purchase Estate Plans for Clients
  • What Your Client Will Experience When Using Trust & Will: FAQ
  • Handling Clients' Existing Trusts Created Outside of Trust & Will
  • How to Share Your Estate Plan with Your Financial Advisor
  • See all 10 articles

Funding Your Trust

  • Understanding 'Bill of Transfer'
  • Transferring Vehicles to Your Trust
  • Transferring Oil, Gas, and Mineral Rights to Your Trust
  • Using Deed Transfer Services
  • Navigating Tax Reporting for Your Trust
  • How to Title Assets in the Name of Your Trust
  • See all 13 articles

About Trust & Will

  • About Trust & Will
  • Accessing Legal Advice for Estate Planning

Getting Started

  • Choosing Your Estate Plan
  • Types of Documents

Creating Your Estate Plan

  • Nominations & Appointments
  • Assets
  • Distributions & Exclusions
  • Health Care
  • Power of Attorney
  • Why Do I Need to Enter My Date of Birth?
  • What is a Civil Union?
  • What is a Domestic Partnership?

Finalizing Your Estate Plan

  • Signatures, Witnesses, and Notarization
  • Next Steps
  • Certification of Trust
  • Who should I share my estate plan with?

How-To's

  • Edit Your Estate Plan
  • Documents
  • Account

Account

  • General Information
  • Privacy & Security
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