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This Month at Trust & Will

Lots of pride, heirs' property, and something's new...

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Lots of pride, heirs' property, and something's new...
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Why we exist

It's our mission to help every family leave their legacy through affordable Estate Plans. That's why we felt called to respond to a recent article in The Atlantic, which reveals the plight of nontraditional families when it comes to Wills and intestacy laws.

What you need to know:

  • Heirs' Property — land that has been passed down from one generation to the next, but without a Will or other type of estate planning document that can prove ownership
     
  • 4% — Black people account for just four percent of those who die with a Will, despite making up 20% of our country's population
     
  • Giving Back — We love supporting organizations who have missions aligned with ours. For the third straight year, we're donating a portion of our sales on Juneteenth, proudly supporting The Center for Heirs' Property Preservation

 

🏳️‍🌈 Pride in your legacy

For same sex couples, estate planning is complicated. We make it a bit easier to understand with our 7 Estate Planning Tips for LGBTQIA+.

A few challenges facing this community:

  • Legally naming guardians for their children
  • Properly naming a spouse or partner
  • State and Federal laws around domestic partnerships and civil unions

 

👷‍♂️ Dads love a DIY project

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Just in time for Father's Day (insert dad joke here)... our newest YouTube video: How to Write Your Own DIY Will, where you'll discover:

  • The 7 steps to writing your Will 
  • Why major life events warrant reviewing your Estate Plan
  • Answers to FAQs such as, "Can I write a Will without a lawyer?", and "Are online Wills legitimate?"

📢 What's new at Trust & Will

Probate — Trust & Will acquires EZ-Probate

Last week we announced our acquisition of EZ-Probate, the nation’s leading digital probate settlement provider.

This acquisition provides a more comprehensive estate planning experience for our members by adding probate assistance to our portfolio of estate planning solutions.
 

Digital safe — securely store Estate Plan related documents

Upload and protect your most important documents with bank-level encryption. Safeguard healthcare documents, bank or financial statements, deeds, titles, passports, and more.

Try Document Upload Now

(Unlock by completing your plan.)

🗞️  In the News...

We were nominated in Inc. Magazine's Best Workplaces for the second straight year.
 

 

 

 

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Trust & Will 961 W Laurel St San Diego, CA 92101

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