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.
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:
First Year of membership is included.
|Last Will & Testament / Pour Over Will
|Financial Power of Attorney
|Guardians for Kids & Pets
|Revocable Living Trust
|Schedule of Assets
|Certification of Trust
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