Estate Planning

Why do I Need an Estate Plan?

At the time of one’s death, the unlimited marital deduction provision within the United States Estate and Gift Tax Law allows the passing of wealth to a surviving spouse without incurring gift or estate tax liabilities. However, the wealth transfer process to a subsequent generation will incur significant taxes, legal expenses and time, without a properly designed and executed estate plan.

A will is a legal document that spells out how you want your affairs handled and assets distributed after you die. A trust is a fiduciary relationship in which a trustor gives a trustee the right to hold title to property or assets for the benefit of a third party. Trusts offer more control of assets, but they are more expensive, tedious to set up, and actively managed. It is possible to have both will and trust.

Start by completing online questionnaire with your advisor and submit it.

Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. The Guardian document can take as little as 5 minutes. All of 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!.

You will need to notarize the documents after completing them. Here are some resources to help locate a notary:

Yes! You can update most types of existing Trusts through our solution. You’ll start by signing up for an account, then fill out some basic info before being asked if you have an existing Trust. This will collect the information to determine if your existing Trust can be updated.

You can update your documents in the system as long as you remain with Eureka Wealth Solutions, but the static version of the documents is yours to keep regardless.

All documents are state-specific to match your state’s laws, and are available in all 50 U.S. states.

Ultimately, you! You’re responsible for reviewing the documents you create, and verifying that the information in the documents is correct. We do not evaluate your needs or provide any advice on whether the documents we offer are appropriate for you. The documents you create may have tax and legal consequences.

Our plans are designed for most common situations. We verify that your situation fits first by asking several disqualifying questions.

If we determine that you’re unable to complete the work using this service or if you’re not satisfied within 30 days, full refund will be given, and we can recommend an estate lawyer to address the specifics.

Unfortunately, neither Eureka Wealth Solutions nor Trust and Will can offer legal or tax advice. This solution is designed and priced to fit mot common estate planning needs. A more complicated situation may require a different solution.

Attorney support is available in the following jurisdictions.

Please note that there’s an additional fee for attorney consultation. See our Fees & Brokers page for details.

See our Fees & Brokers page for details.

Eureka Wealth Solutions partners with an estate planning solution provider for the benefit of our clients. We do not charge additional fees and receive no commissions. We may benefit from the vendor’s volume discount.

Use subscriptions to:

  • Store all your important documents
  • Organize your assets
  • See the big picture
  • Share what you want with the people you trust

First Year of membership is included.

Your advisor may be able to help, and there’s also the service support. Keep in mind that neither can give you a legal advice.

What's Included

Last Will & Testament / Pour Over Will
HIPAA Authorization
Living Will
Financial Power of Attorney
Guardians for Kids & Pets
Revocable Living Trust
Schedule of Assets
Certification of Trust
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Help Me Succeed

Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?

Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.

Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.

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