Are you looking to simplify trusts and estates planning? These five easy steps will guide you through creating a legally valid plan using Trust & Will. By the end, you’ll have a clear, actionable estate plan in place.

Step 1: Catalog Your Assets and Goals

Start by listing all your assets: real estate, bank accounts, investments, business interests, and personal property. Next, define your goals for transferring those assets—whether you want to provide for loved ones, support charitable causes, or minimize estate taxes. A clear understanding of what you own and what you want to achieve lays the foundation for any successful trusts and estates plan.

Step 2: Decide Between a Will and a Trust

Understanding the differences between a will and a trust is crucial. A will covers how assets will be distributed and names guardians for minor children but must go through probate. A trust can transfer assets outside of probate, saving time and costs for your family. Many people use both: a trust for major assets and a will to cover any remaining property. With Trust & Will, you can create either or both documents online with ease.

Step 3: Use Trust & Will’s Guided Online Platform

Trust & Will’s platform is designed by attorneys and tailored to your state’s laws. In just a few clicks, you can draft your will or trust:

• Answer simple questions about your beneficiaries and assets.
• Customize guardianship and distribution instructions.
• Review your documents with clear, plain-language explanations.

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Step 4: Sign, Notarize, and Fund Your Trust

Once your documents are complete, follow these steps to make them effective:

• Sign and notarize: Schedule a signing session with a notary public or use a mobile notary service.
• Fund your trust: Transfer titles for real estate, retitle bank and brokerage accounts, and assign beneficiary designations as needed.
• Store securely: Keep your signed will in a safe place and your trust documents with your trustee or in a secure digital vault.

These actions ensure that your trusts and estates plan works exactly as you intend without delays or legal hurdles.

Step 5: Review and Update Regularly

Life changes—new family members, asset growth, or changing laws can affect your plan. Schedule annual or major-event reviews (marriage, birth, relocation) and update your documents accordingly. With Trust & Will’s platform, you can log in anytime to make edits and download revised versions instantly.

Conclusion

Creating a comprehensive trusts and estates plan doesn’t have to be overwhelming. By following these five steps and using Trust & Will’s intuitive online tools, you’ll achieve peace of mind knowing your legacy is protected. Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and start your estate plan now.