The Learn Center

Making the process of estate planning and settlement as simple as possible.

Let’s face it, estate planning and settlement can feel overwhelming. That's why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one's estate as simple and straightforward as possible.

news | 3 min read

Trust & Will’s New Study Shows Most Americans Deeply Unaware of the Costs, Timeline, and Emotional Toll of the Probate Process

With the ‘Great Wealth Transfer’ on the horizon, millions of Americans will enter the probate process, and nearly all underestimate every element of the process.

estate planning | 7 min read

Navigating Estate Planning in an Election Year: Essential Tips for Estate Planners and Financial Advisors

estate planning | 7 min read

Navigating Ethical Issues in Estate Planning