A completely digital Will.

Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.

A Trust goes into effect immediately after it is funded, while you are still alive. Trusts offer great control over when and how your assets are distributed and allow you to avoid probate.

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In select states, our Digital Will allows members to sign and notarize their Wills without having to seek out an in-person notary.

Yes. Electronic notarization is completely legal. The Uniform Electronic Transactions Act (“UETA”) made digital notary legal on a state level in 1999. In 2000, the E-SIGN Act was passed by congress authorizing the use of electronic signatures and notarizations in all jurisdictions where federal laws apply.

While it is not necessary to get an attorney to create a legally-valid Online Will, we do offer our members attorney support for an additional fee when you create your Will through Trust & Will.

When you add attorney support to your Digital Will-Based Estate Plan, you have unlimited access to our in-house attorneys. They can provide you with legal advice, discuss any tax consequences associated with your decisions, and review your documents line-by-line.

We suggest that individuals review and/or update their Wills after any life milestone or every three to five years. Milestones can include: marriage or remarriage, the purchase of a home, the birth of your first child and subsequent children, the first time you travel without your children, and any deaths in the family.

A digital asset can be a wide variety of electronic records and files that are stored online, on mobile devices, or on personal computers. Almost anything you keep a digital record of is considered a digital asset and something that should be noted in your Estate Plan.

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A Digital Will alone will not protect you from probate. Any assets that are titled in the decedent’s sole name, not jointly owned, not payable-on-death, don’t have any beneficiary designations, or are left out of a Living Trust are subject to probate.

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