# Leaving your legacy is the greatest gift. Give your loved ones clarity and leave a legacy that lasts. Trust & Will's guided online platform is the easiest way to create your estate plan and keep it up to date. ### All plans are 30% off for AARP members! Discount auto applied at checkout. ### Trust & Will Services ## Welcome AARP members. Creating an Estate Plan is the greatest gift you can give your loved ones. Nominate guardians for your children or pets, outline your health care preferences, and ensure the future is secured. ### How It Works It’s the smart, modern way for AARP members to create and manage their estate plans. ### 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. ### Instantly download your documents. Instantly download your documents and start reviewing your Estate Plan right away. ### Sign, witness & notarize at your convenience. In order for your documents to be legally binding, they must be properly signed, witnessed, and notarized. Trust & Will makes this step easy through their third-party partnerships. ### Estate Planning ## Trust & Will has you covered. ### Set up a Trust. Trust & Will's Trust Plan ensures that your property, investments, and accounts transfer smoothly and directly to your loved ones without unnecessary delay or public scrutiny. Their customized, state-specific documents are designed to bypass probate court—the costly and time consuming legal process where a court oversees the distribution of your assets. ### Revocable Living Trust A legal entity that holds your assets and ensures they transfer directly to your beneficiaries without probate. - Bypasses court involvement, avoiding delays and legal fees. - Keeps your financial affairs private (unlike a Will, which becomes public record). - Allows for conditions on inheritances—such as delaying payouts until beneficiaries reach a certain age. - Lets you stay in control—you can update or revoke the Trust anytime during your lifetime. **Why it matters**: A Revocable Living Trust ensures a smooth transfer of assets while giving you greater control over how and when your wealth is distributed. ### Schedule of Assets A detailed inventory of assets that are included in your Trust. - Lists real estate, bank accounts, investments, and other property to clarify what’s covered. - Serves as an essential reference for your Trustee when managing distributions. - Helps prevent disputes by clearly documenting what is part of your estate. **Why it matters**: Without a properly recorded Schedule of Assets, some property could be excluded from your Trust, requiring probate. ### Last Will & Testament A legally binding document that outlines: - Who inherits your assets—including money, property, and personal belongings. - Who will take care of your minor children or pets by naming a legal guardian. - Who will manage your affairs after you pass (your executor). - Your final arrangements, such as burial or cremation preferences. **In a trust, this document is known as a "Pour-Over Will."** It ensures any assets not directly placed in your trust are transferred into it upon your passing. **Why it matters**: Without a Will, state laws decide what happens to your assets and dependents, which may not align with your wishes. ### HIPAA Authorization This document allows your chosen representatives to access your medical records and discuss your healthcare with doctors. - Ensures your family or appointed decision-makers can get critical medical information. - Complies with federal privacy laws so providers can legally share details about your care. **Why it matters**: Without this, even close family members may be denied access to your medical information in an emergency. ### Living Will A legal document that outlines your medical preferences if you're unable to communicate them yourself. It includes: - Life-sustaining treatment preferences (e.g., ventilators, feeding tubes). - Pain management and comfort care choices. - Religious or personal values regarding end-of-life care. - Designation of a healthcare agent (someone who makes medical decisions on your behalf). **Why it matters:** If you don’t document your preferences, doctors or courts may decide for you, potentially against your wishes. ### Power of Attorney A Power of Attorney (POA) allows you to appoint someone to manage your financial or legal affairs if you become incapacitated. - Make financial transactions (pay bills, file taxes, manage investments). - Handle property and legal matters on your behalf. - Avoid costly court intervention by pre-selecting a trusted agent. **Why it matters**: Without a POA, your family may need court approval to handle your affairs, causing delays and expenses. ### Certification of Trust A summary document proving your Trust exists without revealing all its details. - Used to verify your Trust with banks, financial institutions, and real estate transactions. - Protects your privacy by limiting access to full Trust documents. - Provides legal proof of your Trustee’s authority. **Why it matters**: Many financial institutions require verification before allowing transactions. This document prevents delays while keeping your full estate plan confidential. ### Write a Will. Trust & Will's Will Plan outlines what should happen to your assets, how you’d like to be cared for should you need it, and who will take care of your dependent children. You’ll create customized, state-specific documents that reflect your healthcare wishes and final arrangements. ### Key Features ## The digital plan: Designed by attorneys, customized by you. ### Extra peace of mind, every step of the way. Life doesn’t stand still—and neither should your estate plan. For a small monthly fee, Trust & Will membership gives you the flexibility to update your documents as life evolves, along with secure storage, personalized insights, and helpful tools. It’s ongoing peace of mind for a future that’s always evolving. ### The insights of a lawyer at your fingertips. Trust & Will's Learn Center covers every possible estate planning question and topic. Plan your legacy with guidance from: - Tailored guides and checklists - Educational articles - Sample estate planning documents ### FAQs ## Common Questions. ### Do I have to be an AARP member to receive a discount? In order to receive this exclusive 20% off discount, you must be an AARP member with a valid AARP membership ID number. Your discount will be automatically applied at checkout. ### How long does the process take? It takes most people about 20 minutes to complete their Trust, 15 minutes to complete their Will, and 5 minutes to nominate a guardian. ### Is this legal? All of Trust & Will's Estate Plans are built by attorneys and customized by you. Every plan is legally-valid, state specific, and created to meet your specific needs. In order to ensure your Estate Plan is legally binding, sign and notarize the documents upon receiving or downloading. ### Can I make updates to my documents? Trust & Will makes it easy to update your Estate Planning documents. Simply log in to your account and make any necessary changes. It's a good idea to update your plan after any major life event—or every three to five years. ### Is my information secure? Trust & Will uses bank-level security to protect and encrypt your personal information. They take security seriously and will never sell or share your information without consent.