Estate Planning Made Easy

Trust and Will is a complete, simple, and affordable Estate Planning solution for your clients without a complex estate which enables you to provide the level of support that best matches your advisement style.

Trust and Will discusses how, why, & when you might consider introducing some of your clients to Trust & Will to create their trust-based, will-based, or guardian-based estate planning documents.

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For Advisors

Trust-Based Estate Plans

Avoid probate and protect your kids with a complete plan. Will and guardian included.

$539.10/$629.10

*Wealthcare clients receive a 10% discount off these prices

Will-Based Estate Plans

A plan for who will look after your children and what should happen to your assets if something happens to you.

$143.10/$233.10

Guardian-Based Estate Plans

For parents with minor children who aren’t ready for a complete will.

$39

Add spouse documents for just $30 more

Things to Know Before You Get Started Estate Planning Made Easy

Introducing Trust & Will for Wealthcare Estate Planning Checklist

Joint Trusts are now available in all 50 states! What does this mean? Previously, clients in separate property states only had the option to create individual Trusts — they now offer both options. learn more in their Complete Guide to Joint Trusts.

To learn more about Trust & Will visit their website, or create a login for their advisor portal.

Client Facing Email Copy

Hi [Client Name],

An estate plan is an important part of a solid financial plan. There are lots of different options when it comes to estate planning, but none are as simple and complete as Trust & Will. With their online platform, you can complete your entire estate plan from the comfort of home. All their documents are attorney approved and they have stellar customer support standing by to answer any questions you have along the way. I think you’ll be impressed.

Just click this link to get started. Most clients complete everything in about 30 minutes.

{advisor link}

I’m here to help if you have any questions.

Talk to you soon,

Advisor Name