United States Trust & Will

What to Expect

YOUR WILL BASED ESTATE PLAN A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children. Also includes the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes. Nominate child and/or pet guardians Decide who will handle your affairs Leave specific gifts (money, possessions, property, etc.) Determine how your assets will be distributed Exclude individuals from receiving your property Specify your final arrangements Note any special requests Decide what should happen in a medical emergency Designate health care agents Grant trusted individuals access to your medical records YOUR TRUST BASED ESTATE PLAN The most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan. Includes customized and state-specific estate planning documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order. Nominate child and/or pet guardians Decide who will handle your affairs Leave specific gifts (money, possessions, property, etc.) Determine how your assets will be distributed Exclude individuals from receiving your property Specify your final arrangements Note any special requests Decide what should happen in a medical emergency Designate health care agents Grant trusted individuals access to your medical records Add conditions to asset distribution Avoid probate court You'll be provided with a physical and digital copy. DISCLAIMER: WE ARE NOT ESTATE ATTORNEY'S IF YOU'D LIKE TO BE RECOMMENDED TO ONE THEIR RATES ARE $5K THROUGH OUR PARTNER TRUST & WILL 30-day satisfaction guarantee via Trust & Will If you’re not completely satisfied with your purchase, please contact TRUST & WILL within thirty days to request a refund CONSULTATION FEE FOR LIVE REPRESENTATIVE IS NON REFUNDABLE & WILL NOT BE PROVIDED BY TRUST & WILL NOR THE MONEY MINDSET CLINIC