Will & Trust Program

Getting Started

• Setting Up a New Profile

Troubleshooting

• Can I create a simple Will in this program?
• Activation Code Help
• Login & Platform Issues

Revocable Trust

• Why does the trust reference California law when I live in a different state?
• What To Do About Gender Information Wording?
• Why can't a 529 saving's be in my trust?
• Revocable Trust Funding a CD Certificate of Deposit
• Trust Beneficiary under age 30

Financial Power of Attorney

• Financial Power of Attorney

Advanced Directive & Durable Power of Attorney for Health Care

• Advanced Directive & DPOAH

Will

• Will

How to Guides

• Edit Trust name
• Share the Program with Family
• Language meaning used in documents
• Edit Parent Support
• Edit Marital Status
• Edit Doctors

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Next Steps

• Next Steps once you complete Your Documents
• Printing Your Documents
• Funding Your Trust

FAQs

• What is the difference between the terms 'Revocable Living Trust' and 'Revocable Trust'?
• What is the date I need to enter in my revocable trust?
• Where does the date appear on the trust and why is the date important?
• What is the tax identification of the trust?
• What assets belong in a trust?
• What do I do about bank, brokerage and credit union accounts?

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