A trust and will for your family, 50% off
Powered by Trust & Will, sent to you by your Anchor agent.
$1,999value
$999
Questions? info@myanchorgroup.com.
What attorneys charge
One joint trust for a couple is one price. Separate trusts are one price each.
An attorney isn’t included. Trust & Will offers attorney help as a $299 add-on in select states.
How it works
- 1Pay here
You’ll get a confirmation email right away.
- 2Open your private link
We email it to you right after you pay. Create your Trust & Will account with your own email. They’ll call your plan “complimentary,” because it’s already paid, so you won’t pay again.
- 3Answer their questions online
Take your time. Trust & Will builds your documents from your answers, shows you how to sign them and move assets into the trust, and ships your first printed set free. Questions along the way? Their support team answers by chat, email and phone. If you’re still stuck, your Anchor agent will sit down with you.
Seven things a trust and will do for your family
- Skips probate
What you move into the trust passes to your family without probate court.
- Stays private
Probate is public record. What’s in your trust stays out of it.
- Names who you want raising your kids
Your will names your choice of guardian for your children, and for your pets if you want.
- Says who gets what, and when
Leave specific gifts, and put conditions on what someone receives.
- Puts someone you trust in charge
If you can’t handle your affairs, the person you picked can, through your trust and power of attorney.
- Puts your medical wishes in writing
A living will, and a healthcare agent who can speak for you if you can’t.
- Gets your family what’s theirs sooner
Assets you’ve moved into the trust can pass without waiting on probate.
What’s in the plan
- Revocable living trustHolds what you own so it can pass to your family without probate. You stay in charge of it.
- Pour-over willCatches anything left outside the trust and sends it in.
- Power of attorneyNames who handles your money and bills if you can’t.
- Living willYour wishes for medical care, in writing.
- HIPAA authorizationLets the people you choose talk with your doctors.
- Schedule of assetsThe list of what you’ve put in the trust.
- Certification of trustA short proof of your trust to show a bank, without handing over the whole thing.
- A step-by-step guide to moving assets into your trust