Will vs Trust...
Which one do I need?

What is a Trust?

A trust is a legal entity that keeps/holds your assets both while you are alive, and once you pass away, creating safety and security for your family and assets.

What Does a Trust Do?

A trust appoints a trustee to carry out the terms of your trust, including distribution standards and conditions. Assets held in trust are not subject to probate and distribution instructions are private.

Benefits	Trust	Will
AVOID Probate Court		–
Increased Control and Protection of Assets		–
A Plan for Your Children and/or Pets		–
Creates Privacy		–
Makes You Feel Awesome

What is a Will?

A will is a legal document that takes effect only upon your death. While it provides instructions regarding the distribution of your assets to your designated heirs, it does not provide for the management of assets in the event of your incapacitation while living, nor does it avoid probate for certain assets like real estate.

So which one should I get?

Whether you need a trust, a will, or both depends on your situation.

If...

You own real estate
Have assets over $10,000
Have children
If the beneficiary of life insurance is a minor

Recommendation: Trust

If...

You do not own any real estate, have assets less than $10,000 and simply want to provide instructions regarding how your personal property should be distributed upon your death.

Recommendation: Will

It's up to you!

TruWill allows you to create a specific estate plan that is easy to understand and implement.

Will vs Trust... Which one do I need?