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New Trust Document Added.

We've added a Certificate of Trust to your Estate Plan. 🎉

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We've added a Certificate of Trust to your Estate Plan. 🎉
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trust&will
cert trust

Hi there, 

We just added a highly requested document to our Trust plans. We’ll now provide your Certificate of Trust when you download or ship your documents.

You might be wondering, what is a “Certificate of Trust?”.

Great question!

The Certification of Trust certifies both the existence of a Trust, and proves a Trustee’s legal authority to act. Shorter than the actual Trust document, it offers pertinent information like the date it was formed, the formal name of the Trust, who the Trustee is, etc., without making every aspect of the Trust public.

In short, this Certificate gives a Trustee the ability to provide anyone who needs it (financial institutions or other third parties) important information about the Trust.

You can read more about it on the Learn Center, or log in to your plan. As always, when you complete payment of your Trust, you’ll have the option to ship or download this Certificate.

Take Me to My Plan

Questions?  You can reply directly to this email, or instantly chat with us on trustandwill.com.

Here to help,

Meg
Team Trust & Will

 

Trust & Will is the easiest and most trusted way to create your Estate Plan online.

We've helped thousands of people create a complete Estate Plan in minutes using our simple online process.  Our expert team is standing by to help you through every step of the process. Most people finish everything in as little as 15 minutes. 

 

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