Estate Planning

Why Choose Trust & Will?

• Affordable Services
  Members save 10% on any estate plan and receive first shipment of documents at no extra cost.
• Expert Support
  Attorney-approved, state-specific documents built by legal experts—and a dedicated support team ready to answer your questions.
• Easy & Convenient
  Guided, step-by-step process lets you complete your will or trust online in as little as 20 minutes.
• Built for You
  Customizable, legally valid documents tailored to your state’s requirements.

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Which Plan Is Right for You?

Plan	Retail Price	Your Price*	Key Features	Action
Will-Based Estate Plan	$199	–10% = $179*	– Name guardians for children & pets – Specify asset distribution – Appoint health-care agents	Create Your Will
Trust-Based Estate Plan	$499	–10% = $449*	– All will benefits plus + – Revocable living trust – Asset-distribution conditions – Probate avoidance	Create Your Trust

*After your exclusive discount.

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Will vs. Trust: Understanding the Difference

Feature	Will	Trust
Effective Date	Upon passing away	Immediately when signed & funded
Probate	Must go through probate (public court)	Avoids probate—keeps assets private
Incapacity Plan	No (requires court-appointed conservator)	Yes (successor trustee steps in seamlessly)
Privacy	Public record	Private
Control & Flexibility	Limited after death	Ongoing control during life & after death
Naming Guardians	Yes (for minors & pets)	No (handled via separate document, but you can specify)

Which Do I Need?

• Simple estates or young families may start with a Will to name guardians and outline basic asset distribution.
• Larger or more complex estates, or those seeking to avoid probate and ensure continuity during incapacity, often benefit from adding a Trust to their plan.

For personalized guidance, our Trust & Will experts are just a click away.

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Frequently Asked Questions

Q1: What happens if I die without a will?
A: Without a will, state “intestacy” laws determine distribution—often not aligned with your wishes—and courts appoint guardians for minor children.

Q2: Is an online estate plan legally valid?
A: Yes. Trust & Will’s documents are attorney-approved and follow state-specific legal requirements for validity.

Q3: How long does it take to complete my plan?
A: Most users finish within 30 minutes with our guided process—no appointments needed.

Q4: Can I update my will or trust after creating it?
A: Absolutely. Wills can be amended with a codicil, and revocable trusts can be updated by moving assets in/out or executing a trust amendment.

Q5: Do I need a lawyer?
A: Our platform is built by estate-planning attorneys. If you need additional legal advice, you can consult your own attorney, but no lawyer visit is required to create valid documents.

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Get Started with Your Estate Plan

Peterman Insurance Services is proud to partner with Trust & Will to bring you this exclusive offer!