Catherine Manning has shared their Estate Plan with you.

Clients with less than $5,000,000 in assets and uncomplicated estate planning needs. They want to customize their estate plan to meet their specific needs and desires but don’t want to spend the time and money consulting with an attorney.

We’ve created estate plans for over 100,000 families and 55% of them are aged thirty-four to fifty-five years-old. Check out our incredible reviews here.

We offer state-specific Revocable Living Trusts in all fifty states. Clients are able to customize and add specific provisions to their Trusts based on their unique needs. We take your clients through their Trust, Will, and healthcare documents question-by-question to add their needed level of customization.

With the purchase of an estate plan, clients will also gain access to one year of a membership included. One year after purchase, users can maintain access to their membership for a small fee. Everything is accessible online and our team of experts are standing by to help, anytime.

As an advisor, you have a unique-to-you link which can be copy and pasted to share or sent as a referral email directly from your dashboard. Through your unique link, your client can sign-up for a Trust & Will account with complimentary 10% off the estate plan of their choice. When clients sign up via your link, they will be associated with your account allowing you to observe their progress from your dashboard.

In most cases the answer is, yes. We’re used by top tier firms and partners including but not limited to: Betterment, LPL, Merrill, Morgan Stanley, Northwestern Mutual, and UBS. Most firms welcome having additional options to share with their clients.

If sending a unique link via your company email is an issue, you can send your link directly through the your Trust & Will dashboard. If you have any compliance concerns we encourage you to check with your team.

Absolutely! We take great pride in our excellent customer support experts who are available to assist your clients every step of the way. We’re available instantly through live chat, email, or scheduled calls. We strive for a 5-star experience, every time.

Yes! Your clients can add attorney support to their product for $200 which will allow them to speak directly with an attorney to provide any legal advice they seek. This option is currently available in limited states. Contact us directly to get an updated list of states in which we offer attorney support.

All of our documents are created and maintained by our expert estate planning legal team.