Trust & Will Discount

Control Over Your Assets: A will allows you to decide how your assets will be distributed after your death. This ensures that your wishes are followed and prevents potential disputes among family members.

Appoint an Executor: You can choose a trusted individual to manage your estate, pay debts, and distribute assets according to your instructions. This helps streamline the process and ensures your wishes are carried out efficiently.

Guardianship for Minor Children: If you have minor children, a will allows you to name a guardian to care for them in the event of your death. This provides peace of mind knowing that your children will be well-cared for.

Avoid probate: Trusts can bypass the probate process, saving time and money for your beneficiaries.

Protect assets: Trusts can protect your assets from creditors, lawsuits, and taxes.

Provide for beneficiaries: Trusts can provide income and support for beneficiaries over time, especially those with special needs.

Privacy: Trusts are private documents, unlike wills, which become public records during probate.

Yes, all estate plans created through our partner Trust & Will are considered legal documents and will be upheld in respect to the law.

Yes, both trusts and wills can be modified or revoked as long as you are mentally competent. However, the process for making changes may vary depending on the type of trust or will and the laws of your state. It's important to consult with an attorney to ensure that any changes you make are legally valid.

Remember, estate planning is a complex process, and it's essential to seek professional advice to ensure your wishes are carried out effectively.