wwilltrust.life

Complimentary preparation guide

Start organizing your estate-planning thoughts.

Enter your name and email to open the guided will and trust organizer. This is educational preparation—not legal advice or a legal document.

By continuing, you agree that willtrust.life may use your name and email to provide this guide and follow up about your estate-planning inquiry. We do not ask for account numbers, passwords, or Social Security numbers.

wwilltrust.life Estate Planning Organizer
Step 1 of 7

Start here

What would you like to prepare for?

You do not need to know which legal document is right for you. Choose the option closest to your goal.

Helpful distinction

A will and a trust can serve different purposes, and some plans use both. An attorney can explain what applies in your state and circumstances.

About you

Let’s begin with the basics.

Use legal names where you know them. You may leave any optional detail blank.

People & care

Who should be considered in your plan?

Think about family, chosen family, dependents, and pets—not only people you expect to inherit.

Property & accounts

What do you own or manage?

A broad inventory is enough for this organizer. Do not enter account numbers, passwords, or other sensitive access information.

Roles & distribution

Who do you trust to carry out your wishes?

List a first choice and, when possible, a backup. Your attorney can explain the responsibilities attached to each role.

Health & incapacity

Who should speak for you if you cannot?

These prompts help you prepare for a power of attorney, healthcare directive, and HIPAA authorization conversation.

Your preparation summary

You have a clearer starting point.

Review your answers, print or save the summary, and take it to a licensed attorney. Your attorney will determine which documents and language are appropriate.

Connect with an attorney
Important: This organizer provides general educational prompts. It does not create a will, trust, power of attorney, healthcare directive, attorney-client relationship, or legal advice. Laws differ by state.