Estate Planning
At Trilogy Financial Planning,we know that estate planning is an important part of protecting your legacy. That’s why we provide access to Trust & Will, a strategic resource offering estate planning education and guided self‑help trust and will document preparation services. This can be a cost‑effective solution for clients with less complicated estates, while those with more complex needs may benefit from consulting a licensed attorney.
Start Planning For Tomorrow
Through our relationship with Trust & Will, we offer access to self-guided legal document preparation support services enabling users to create their own legally binding revocable living trusts and wills tailored to meet your unique needs.
How Trust & Will Works
Preparation: Receive and complete the Estate Planning Appointment Guide to get ready for your first appointment.
Consultation: We'll provide support to guide you through the process, asking questions to help create the foundation of your estate plan.
Document Creation: Your estate planning documents will be prepared and delivered electronically for review, signing, and notarization. If needed, we help you coordinate a consultation with an attorne at Trust & Will.
Implementation: We'll assist you in executing and funding your estate plan to ensure everything is in place.
Contact us for a copy of our Family Love Letter
Trust & Will is an independent third‑party service provider and is not affiliated with LPL Financial or Trilogy Financial Planning. Clients are under no obligation to use Trust & Will and may choose any qualified professional for legal services.