Through our partnership with Trust & Will, a leader in online estate planning, Ascend members can easily and affordably set up a trust and write a will.
Through the partnership, members have access to:
Save 20%32 off any estate plan and get the first shipment of documents for free.
Simple, step-by-step instructions help you complete your will or trust online in as little as 30 minutes.
Trust & Will’s team of experts is available to help if you have any questions along the way.
State-specific documents are built by attorneys and customizable to meet your needs.
- What is the difference between a will and a trust?
Wills and trusts have a lot of overlap, but also a lot of differences.
Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a will does come with some drawbacks: a will offers more limited control over the distribution of assets and often must go through a probate process after death.
Like a will, a trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the trust, so you will need to transfer assets to the trust. This makes a trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many, and justifies the additional work upfront needed to create a trust.
Both are ways to say who will receive your assets, and each has different ways of distributing those assets, as well as different advantages and disadvantages.
- How long will it take to complete a will or trust?
Most people complete a will in 15 minutes, and a trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time.
- Is Trust & Will a law firm?
Trust & Will is not a law firm and is not a substitute for a lawyer or a law firm. They cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with Trust & Will and information provided to them is not protected by the attorney-client privilege. Trust & Will is a third party and is not a parent, subsidiary, or affiliate of Ascend. Ascend does not provide any legal guidance or advice on estate planning. Please reach out to your preferred attorney should you have questions.
- Is an online estate plan right for everyone?
Online estate planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their services ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of more than 100 financial institutions across the US.
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Ascend is not a law firm and does not provide legal or tax advice. The information provided by Ascend is for general informational purposes only and should not be construed as professional advice. For guidance specific to your situation, please consult a qualified tax advisor or legal professional.