What is a Will?

A Will, also known as a "Last Will and Testament," is a legally prepared document that outlines your wishes for the distribution of your assets and wealth after your death. If you have children, a valid Will also allows you to designate their guardian. However, a Will is just one component of a comprehensive Estate Plan.

Unlike a Trust, which takes effect while you are still living, a Will only becomes effective upon your passing.

If you're seeking information about the Pour Over Will that accompanies a Trust, please refer to this guide: Understanding Pour Over Will.

What documents are included in a Will-Based Estate Plan?

Last Will and Testament: Outlines your final wishes regarding your possessions, dependents, and funeral arrangements.

HIPAA Authorization: Grants trusted individuals access to your protected health information for specified purposes.

Power of Attorney: Designates trusted individuals to make financial or legal decisions on your behalf.

Advance Healthcare Directive (Living Will): Specifies your preferences for healthcare and medical treatment, serving as guidance if you are unable to make decisions. This document often includes a Medical Power of Attorney. 

How much does the Will-Based Estate Plan cost?

Individual:$199

Couples:$249

Frequently Asked Questions 

How long does it take to create a Will?

Most people can complete a Will in just 15 minutes. Your answers are saved automatically, so you can pause and return at any time to pick up right where you left off!

Can I start with a Will and switch to a Trust later?

If you've begun with a Will-based plan, transitioning to a Trust-based plan is simple and doesn't require starting from scratch. Just answer a few additional questions to incorporate a Trust into your plan. For more information, check out: How to Add a Trust to Your Will-Based Estate Plan.

How to Create a Will

Step 1: Purchase a Will-Based Estate Plan

Start by getting a Will-Based Estate Plan. You will fill out some basic information about yourself and then will be prompted to purchase the estate plan. 

Step 2: Finish the questionnaire

Complete a questionnaire to gather all the necessary information for creating your final documents.

Step 3: Finalize your documents

Print or have your final documents shipped, then sign, witness, and notarize them to make them legally binding. Store the documents securely and inform your loved ones about their location.