It’s National Make-a-Will Month

Help your client prepare to create their Will

Leading with education is key in estate planning, but a brief prep session with your client can empower them to confidently complete their plan.

• Learn how you can help your client gather the information they need.
• Advisors using Trust & Will often review our Estate Planning Framework with clients to prepare them for key questions and help them reflect on their legacy.

Watch: Advisor webinar — Navigating Life’s Milestones in Estate Planning

New study: The State of Probate in America

• A recent study conducted by Trust & Will shared that most Americans are unaware of the cost, length, and emotional toll of the probate process in their state.
• Despite the average timeline of 20 months, only 2% of respondents believed it would take that long.
• 10% of respondents expected total probate cost to be under $1,000, while only 4% anticipated costs to exceed $10,000 (still, a conservative estimate for most cases).
• Remember: A Will alone will not avoid probate. Our Trust-based plan is designed to avoid probate and pass assets seamlessly.