A free will for Fifth Third Bank customers.
As a valued Fifth Third customer, you can create a free will or discounted trust. Gain peace of mind knowing your loved ones and assets are secured.
Offer for digital estate plans only. Option to have your documents shipped straight to your door for a small fee.
Protect your legacy and obtain peace of mind.
We’ve teamed up with Fifth Third to provide a complimentary Will Plan or $299 off any other plan of your choice.
Take control of your future, prepare for the unexpected, and ensure your loved ones are taken care of. Choose the plan of your choice to get started; your discount will be applied automatically at checkout. Our member support team is on stand-by to support you every step of the way.
How it Works
It's the smart, modern way for Fifth Third customers to create and manage their estate plans.
- 1
Choose your plan.
Pick the plan that's right for you. You can choose our Will Plan (free) or apply your $299 credit towards the estate plan of your choice.
- 2
Answer a few simple questions.
Create your estate plan by deciding what's right for you & your family with all options customized to your specific needs.
- 3
Instantly download or ship your documents.
Instantly download your documents, or, for a small fee, request to have them shipped straight to your door.
- 4
Sign, witness & notarize at your convenience.
In order for your documents to be legally binding, they must be properly signed, witness, and notarized. Find a notary at a Fifth Third branch near you.
BENEFITS OF A WILL
Why Everyone Should Have a Will
Creating a will goes beyond asset distribution. It's about building a strong foundation for your future, take control over your medical decisions, and ensuring your loved ones are protected. With a Will Plan, you can:
Appoint guardians for your children and pets
Make important medical decisions and assign trusted health care agents
Decide who will handle your affairs
Determine how your valued possessions should be passed down
Specify your final arrangements
Provide clarity and peace of mind for your loved ones
Add a trust for more comprehensive coverage.
A Trust Plan includes everything from our Will Plan and offers several advantages, especially if you:
Own a home
Desire to spare your loved ones the painful probate process
Seek greater control over the distribution of your assets
Want to minimize estate and income taxes
Mitigate court involvement and seamlessly pass your belongings to beneficiaries with a Trust. As a Fifth Third customer, your discount can be applied at checkout to receive $299 off a Trust-based estate plan.
Fifth Third customers—get the plan that's right for you.
Free Will
Select our Will Plan for either individuals or couples. Plan for who will look after your children, what should happen to your assets and how you’d like to be cared for when you need it.
$199
$0.00
(100% off)
Trust Plan
The most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust Plan.
$499
$200.00
($299 off)
Get 1 year of unlimited support from a licensed estate planning attorney.
Unlimited calls, ultimate support. Add 1 year of attorney support to your Estate Plan for just $299.
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Line-by-line document review
Review your decisions, inputs, and details and discuss any consequences or questions you have.![Blue background with waving hand]()
Support and guidance
Step-by-step instructions and legal advice to ensure you’re on the right track.![Blue background chat bubbles]()
Legal estate planning and tax law advice
Answer and advise on what is best for your unique situation year-round.
The most trusted name in online estate planning.
Don't just take our word for it. Hear from our valued members about how creating an Estate Plan made a difference in their lives. Read testimonials here and on Trustpilot.
Your dedicated support team.
Questions about your plan? Don’t rely on googling or guesswork - your support team is on the case. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.
We’re available:
• Monday-Friday 7am-5pm PT
Fifth Third Bank and Trust & Will are offering Fifth Third customers an exclusive opportunity to receive a free Individual or Couples Will-based estate plan for a limited time. Additional fees may apply if customer has documents shipped. The discount is automatically applied at the time of checkout when accessed from Fifth Third Online Banking or the Fifth Third mobile app. Trust & Will also provides Trust-based estate plans. If you choose to upgrade from a Will to a Trust-based estate plan, a $299 value will be applied towards the upgrade purchase at the time of checkout. This benefit may be terminated by Fifth Third at any time.
Fifth Third Bank, National Association ("Fifth Third"), may refer customers to Trust & Will as a convenience. Customers are responsible for separately purchasing Trust & Will's products or services. Fifth Third and/or its affiliates or service providers may receive compensation from third parties for customers' use of their services. You are not required to obtain any product or service from Trust & Will and your decision will not impact your ability to obtain any product or service from Fifth Third.
Trust & Will is a nonbanking service being offered by a third party and not by Fifth Third. Fifth Third does not deliver and is not responsible for the products, services, or performance of Trust & Will. This is not to be construed as a referral for legal services or an attempt by Fifth Third to in any manner endorse or guarantee legal services provided by any individual or firm. Neither Fifth Third, its affiliates, nor their employees provide legal, accounting, or tax advice.
