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Our last will and testament - with trusts

  • Checkmark Helps protect your assets from creditors
  • Checkmark Helps reduce the likelihood of claims against your estate
  • Checkmark Helps you easily name beneficiaries and divide your assets
  • Checkmark Is compliant throughout all states and the District of Columbia

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How to create a testamentary trust in 3 steps

Complete Obligations

1

Gather Information

As you complete your testamentary trust, you will need to provide certain relevant information. This includes the name and address of each beneficiary and any assets you would like to distribute to them.

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2

Complete Our Short Questionnaire

Use the information you collected to complete the testamentary trust. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. 

Review and Sign

3

Review and Sign

It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. Some states may require that the testamentary trust is signed and witnessed by at least two individuals in the testator's presence.

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Help Guide

Table of contents

Below, you will find a detailed description of each of the main sections of the testamentary trust. Note that some of these sections may be omitted from your document depending on how you answer the relevant questions.

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