Do I really need an estate planning attorney?

The truth is, whether or not you need an estate planning attorney depends on your individual situation. Factors like how big and complicated your estate is, as well as what your goals for the future are will both play a part in determining if you need an estate planning attorney. Some people with very large estates can benefit from professional help. For those with smaller estates, Trust & Will's attorney-built documents are state-specific and legally valid.

How are estate planning attorneys different from regular attorneys?

Estate planning attorneys are very well-versed in the local, state and federal laws having to do with managing and administering an estate. Working with one, versus using a regular attorney, means you’re setting up your estate from a legal standpoint so your loved ones will not have to struggle any more than necessary when the time comes to distribute your estate.

Can an estate planning attorney help me decide what type of Estate Plan I need?

Yes, an estate planning attorney can advise you on whether you need a Will, a Trust (or both!) This is one of the benefits to working with a dedicated estate planning attorney - you know that what you’re setting up is exactly what you need in order to protect yourself and your loved ones.

What can an estate planning attorney do for me and my family?

Your estate planning attorney can help you create your Will, identify and designate beneficiaries and guardians, avoid a complicated and messy probate and even implement a plan so your wishes are carried out by someone you trust. They can also help you create an End-of-Life plan to ease the burden on your loved ones if the time comes when you can’t make decisions on your own.

Is an Estate Planning Attorney Right for You?

Estate Planning Attorney Near Me

Learn more about the ins and outs of hiring an estate planning attorney.

Find a Will and Trust attorney near me.

WHAT IS AN ESTATE PLANNING ATTORNEY

Estate planning attorneys know their stuff.

An estate planning attorney can help you throughout the estate planning process, from creating your Trust or Will to advising you through the probate process. Feeling confident in your Estate Plan is huge. After all, there’s a lot at stake. Your future depends on you putting together a plan that can do exactly what you need when you'll need it most. That’s where a great estate planning attorney can come into play. They understand the federal and state laws that dictate how your estate will be handled after you pass away.

From gauging how much your estate is worth to anticipating potential tax issues, estate planning attorneys can provide value — especially if you have a more complex estate. That's why, here at Trust & Will, we have the option to add attorney support to your Trust or Will-Based Estate Plans.

We are experts in estate planning...And have the credentials to prove it.

Find the right estate planning attorney.

Finding a trusted estate planning attorney shouldn’t be hard, but it can feel like an overwhelming task. Thats why, we wanted to make the process easier and more accessible. Not only are our estate planning documents built by attorneys, we also partner with licensed estate planning attorneys across the country. Working with an estate planning attorney isn't necessary or required. Our documents are legally valid and state-specific whether you choose to add estate planning attorney support or not. It can simply provide even more peace of mind for those who want an extra set of eyes to review their documents.

Whether you have a grand estate worth millions of dollars or you’re just starting out building your life and legacy, a Trust & Will resident estate planning attorney who specializes in local, state, and federal law can help you prepare for the inevitable. There is something to be said about the comfort that comes from having a helping hand when you’re trying to craft your effective Estate Plan.

Skilled estate planning attorneys go through years of education, training and mentoring before they start working with clients on their own. They typically have degrees in law, accounting or finance and therefore have a deep understanding of current legislation and tax planning. In addition, they often hold other certifications and credentials including a Chartered Trust and Estate Planner certification (CTEP), Accredited Estate Planner certification (AEP) and Certified Trust and Fiduciary Advisor (CTFA).

Estate planning attorneys are multifaceted. They can help you fund your Trust, designate beneficiaries, find ways to reduce or avoid estate taxes, navigate to probate process and more. From creating your Will to funding your Trust to naming a Guardian for your children, taking the guesswork out of the process should be your first priority. And with guidance from the right estate planning attorney, it can be.

YOUR ESTATE PLANNING ATTORNEY

Find an estate planning attorney who's perfect for your needs now & who can help you achieve you financial goals in the future.

1

Create your estate plan
Creating a will or trust through our platform is easy, and for your first time, we’ll ship your documents to you for free. Once you have your plan, make sure to get them signed, witnessed, and notarized to help ensure your plan is legally valid.
2

Schedule your signing ceremony.
Finding a notary, gathering your witnesses, coordinating your appointment—it can be a hassle. To make matters worse, not all notaries will notarize estate planning documents. We make this step much easier through our notary partners. Click here to log in to your Trust & Will account and view your notary options.
3

Sign, witness, and notarize.
Properly sign your documents in the presence of your witnesses and notary. After your witnesses also sign, the notary will provide their signature and seal. Then, safely store your documents for safekeeping. No need to mail your documents back to us.

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.