FAQ Category: Wills & Trusts
When should I update my plan?
Review after major life events (marriage, birth/adoption, home purchase, beneficiary changes) or every 1–2...
Continue ReadingHow do I get the 20% member discount?
Use our partner link from this page. The discount is applied at...
Continue ReadingWhat can I create with Trust & Will?
Members can create a Will, a Trust-based plan, and related documents such as a financial power of attorney and healthcare directives, depending on the package...
Continue ReadingIs this legal advice?
No. People Driven Credit Union does not provide legal advice. Trust & Will offers online tools to help you create estate planning documents. If your situation is complex, consider consulting a licensed...
Continue ReadingWhat is the difference between a Will and a Trust?
Wills and Trusts have a lot of overlap, but also a lot of differences. Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some...
Continue ReadingIs an online estate plan right for everyone?
Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their...
Continue ReadingIs Trust & Will a law firm?
We are not a law firm, and we are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with us and information provided to us is not protected by...
Continue ReadingHow long will it take to complete a Will or Trust?
Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any...
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