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Will/Trust Form

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Why you should have a succession plan:

  • Don’t let a court decide how to distribute your property
  • Appoint the person you choose to care for your estate
  • Clearly designate what to do with your property
  • Provide for your loved ones
  • Have peace of mind knowing your family is cared for

We help small businesses and families create plans for the future.

“I can tell he truly cares about helping us… I HIGHLY RECOMMEND” —Ben

STEP 1:

Fill out a simple form to organize the details.

STEP 2:

Chat with a professional in-person or remotely. We’re open late on Mondays so no one has to miss work!

STEP 3:

Pick a plan for a customized, reliable will or trust.

The first two steps are FREE, and the last step is on sale!

Start Your Estate Plan

We’re upfront about pricing and make the process easy for you to care for your loved ones when you’re gone. There’s no guesswork when you work with us.

Benefits of a succession plan for You and Your Family

  • Clearly defined legal instructions for loved ones
  • Advice for how to protect property and assets
  • No hidden pricing
  • An original copy of the will to keep, plus copies to share with family members
  • A questionnaire of important decisions that should be made that are not part of the will but helpful, i.e. social media accounts, bank information, etc.
  • A financial power of attorney
  • A healthcare power of attorney
Expert Advice

Should I Choose a Will or a Trust?

A will is a plan for the property you leave behind when you die. It appoints a trusted person to carry out your wishes and then gives them the authority to take the necessary action.

The court oversees this through the probate process. Probate is a legal action handled by a court and a judge. It ensures all of the legal steps needed to close the estate are done properly. Probate takes six months up to several years.

A trust is a legal entity with some of the rights of a person. Importantly, it can own property. While you are alive, you transfer valuable property into the trust. The trust is a legal document that typically puts you in charge of the trust property. However, when you die, it immediately appoints a backup person to manage the property and gives them instructions on what to do with it.

Property that is held in trust does not have to wait until the probate process is finished to be used by the heirs of your estate.

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What to Expect

What Is Included?

When you purchase a will, you get the following:

  1. A will for one or two people
  2. A financial power of attorney
  3. A healthcare power of attorney

When you purchase a trust, you get:

  1. A will for an individual or each member of a married couple
  2. A trust
  3. Financial power of attorneys
  4. Healthcare power of attorneys
  5. A quit claim deed

Common Questions

A will is a legal document that specifies what should happen to your property when you die and who should take care of your final affairs. Having a will greatly simplifies managing your final affairs.

A trust is a legal entity with some of the rights of a person, including the right to own property. There are different kinds of trusts with different purposes, but for simple estate planning, a “grantor trust” is common. You give (or grant) your property to the trust. The trust then owns it. You, however, are the trustee, and are in charge of what the trust does with your property. When you die, the trust lives on and the trustee who you appoint will continue managing your property. This can include setting up rules for selling or giving away your possessions but can also hold property “in trust” for a person who is not yet old enough to care for the property themself.

Probate is the legal process for distributing your property when you die. It is overseen by a court and is handled by either an administrator (in situations where there is no will) or by an executor if a will appoints one. The probate process in Iowa can take as little as six months but can in some cases take years to complete.

An estate plan is a set of documents governing what happens to your property when you are no longer able to do so. It typically includes power of attorney, which put another person in charge of your decisions if you are alive but unable to make your own choices. It also commonly includes a will. It may include one or more trusts and other legal documents specific to your needs.

A power of attorney is a legal document that you create while you are alive and well that grants certain powers to another person to make important legal, financial, and medical decisions if you are alive but unable. For example, if you are in a coma, this will allow a trusted person to manage your healthcare needs. It can also authorize a person to access your bank account, pay your bills, and make other financial decisions.

Every business needs a succession plan. This is something in addition to a will or trust, but we use the information from your will or trust to guide the process. If you have a partnership, LLC, or a corporation, we’ll help you modify your documents to include clear instructions that take effect if you die.

If you prepay for services and do not use them, you will receive all of your money back if you cancel within 60 days. After 60 days you can still get a refund but a 25% service fee is deducted when the money is returned.

You should schedule a free consultation with us. You can set an appointment online.

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