As you're completing our self-guided questionnaire, an attorney is available to answer questions along the way.
Once you're done, we'll handle the legal forms and send them to you with instructions on what you need to do to finalize it.
If you have questions about our questionnaire or other technical questions, you can contact our customer care team.
Once all of your questions are answered and you've submitted your questionnaires to us, we'll review your work and create your documents, sending them to you in the mail.
Last Will & Testament OR Living Trust You pick one.
A Last Will & Testament is where you specify what you want to happen when you're no longer here.
They accomplish many of the same things, but a Last Will often has to go through the probate process, while a fully funded living trust avoids probate.
But a last will is easy to create, while transferring your assets into a trust can be time consuming and require additional paperwork.
This is one of the most common questions that comes up when planning your estate.
An attorney who knows the laws of your state is in the best position to provide that guidance.
We encourage you to make that determination before starting the Last Will questionnaire.
As much as we don't want to think about it, everyone experiences the painful loss of loved ones.
It's important to plan for the unexpected to lessen the stress during these unfortunate times.