TruWill Next Generation Estate Planning

What is a Trustee?A Trustee is a trusted person who acts as a custodian (responsible for management) for the assets held...
06/27/2023

What is a Trustee?

A Trustee is a trusted person who acts as a custodian (responsible for management) for the assets held within a Trust. He or she is responsible for managing and administering the finances of a Trust per the instructions given. You are the Trustee while you are around. After you are gone, someone you trust and appoint will be the Trustee.

06/20/2023

Your children are at risk if you die without a will. You can protect them by securing their future today!

Get the first ever fully digital and legally binding will with TruWill!

Thank you, Karen! We’re so happy we could help you without the burden of lengthy meetings and excessive fees!
06/13/2023

Thank you, Karen! We’re so happy we could help you without the burden of lengthy meetings and excessive fees!

https://www.youtube.com/watch?v=Qk7NH_Z2688In 15 minutes, protect your family and assets with an affordable, attorney-ap...
06/06/2023

https://www.youtube.com/watch?v=Qk7NH_Z2688

In 15 minutes, protect your family and assets with an affordable, attorney-approved estate plan — for 1/4 the cost!

In 15 minutes, protect your family and assets with an affordable, attorney-approved estate plan — for 1/4 the cost!

There are so many benefits to having an Estate Plan! Here are just a few key benefits:- A plan for your assets after dea...
05/30/2023

There are so many benefits to having an Estate Plan! Here are just a few key benefits:
- A plan for your assets after death
- Guardianship for kids
- Power of Attorney (General & Medical)

Learn more at https://www.truwill.co/

05/16/2023

Homeownership is a dream come true, but without a will, it's a ticking time bomb! ⏰ Don't leave your family's future to chance – safeguard your home and secure your legacy.

An estate plan is a set of legal documents and instructions that outline how you want your assets and affairs to be hand...
05/09/2023

An estate plan is a set of legal documents and instructions that outline how you want your assets and affairs to be handled in the event of your incapacity or death. It serves to protect your assets, minimize taxes, and ensure that your wishes are carried out after your death.

Thank you so much for the recommendation! We’re so happy to hear about your experience!
05/02/2023

Thank you so much for the recommendation! We’re so happy to hear about your experience!

We pride ourselves in our simple and quick process. Take a look at our 4-step process to getting your plan secured!
04/25/2023

We pride ourselves in our simple and quick process. Take a look at our 4-step process to getting your plan secured!

If you were to die suddenly, what would happen to your kids? If you die without a will, the distribution of your assets ...
04/18/2023

If you were to die suddenly, what would happen to your kids?

If you die without a will, the distribution of your assets and guardianship of your children will be determined according to the laws of the state where you reside. In most cases, the court will appoint a guardian to take care of your children, and the guardian may not be someone you would have chosen.

To avoid these potential problems, it is recommended that you create a will and regularly review and update it as needed.

Visit our website to see how we can help you!

Think of a trust as a detailed plan. If you were around, you would specifically make choices about how your children are...
04/11/2023

Think of a trust as a detailed plan. If you were around, you would specifically make choices about how your children are raised and what you do with your money/stuff.

But if you are not around, you need a plan. That is a trust. You decide:
- Who will take care of your minor children.
- How your money/assets will be managed and distributed.
- Who will be responsible for ensuring your wishes are followed in the event of your incapacitation or death.

A trust is a legal entity that keeps/holds your assets both while you are alive, and once you pass away, creating safety...
04/04/2023

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. You want to have one in place whether you’re wealthy or not.

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