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.

estate planning | 5 min read

Questions to Ask your Parents Before they Die: Thanksgiving Conversation Starters (That Don’t Totally Suck)

What are some important questions to ask your parents before they die? Trust & Will’s tips on starting meaningful estate planning conversations this Thanksgiving.

financial advisors | 3 min read

Financial Advisor Case Study: Tigris Consulting

estate planning | 3 min read

A Guide to The Difference Between Homeowners Exemption vs Homestead Exemption in California