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Father uploading his estate planning documents on a tablet.Father uploading his estate planning documents on a tablet.Father uploading his estate planning documents on a tablet.

Trust Plan

Avoid the probate process

Skip the complicated probate process and make sure your estate seamlessly passes down to the people you love with the Trust Plan.

Start My Trust

What’s included?

Revocable Trust & Pourover Will
Last Will & Testament
Advance Health Care Directive
Financial Power of Attorney
Guardianship Nomination
Create, manage and visualize your estate plan with wealth.com

Our innovative platform lets you

  • Create state-specific legal documents and make unlimited updates
  • Inventory your assets, and we will keep them updated through live integrations, including Zillow, Coinbase and 14,000 US financial institutions
  • Securely store important documents such as tax returns, house deeds and much more in our digital Vault
  • Instantly share and collaborate with family members, executors and advisors
  • Grant emergency access to trusted individuals when the time come
Revocable Trust & Pourover Will
Last Will & Testament
Financial Power of Attorney
Advance Health Care Directive
Guardianship Nomination

Revocable Trust & Pourover Will

  • Avoid the complicated probate process
  • Make sure your beneficiaries can access your estate faster

This document is often used in estate planning to help avoid the long and complex probate process. Your Trust will be paired with a Pourover Will. The main objective of this kind of Will is to catch any assets in your estate and transfer them into your Trust.

How It Works

Confidently make your estate plan with our comprehensive and intuitive digital platform.
1
Take an inventory of your estate, including all of your assets
2
Create a plan for those assets, and select your key decision-makers
3
Securely store your plan with other important documents in the Vault
4
Access and update your estate plan anytime on our secure platform
Start My Trust

Old Way

to Make an Estate Plan

  • Search house and computer for house deed, car titles, bank statements and assets

  • Waste hours organizing everything into a clunky file folder and lug to attorney’s office

  • Spend time and thousands of dollars sorting through everything with attorney

  • Inevitably forget something and have to go home to retrieve it

  • Make many more trips to attorney’s office to ensure everything is correct, pay each time

  • Receive finalized estate plan at a later date

  • Six months later, learn your estate plan is out of date

  • Repeat the entire process again

New Way

to Make an Estate Plan

  • Easily access our digital platform anytime

  • Take an inventory of your assets and see them in one place

  • Respond to a short series of questions to customize your estate plan

  • Receive guidance throughout the process to make sure you don’t forget anything

  • Instantly receive state-specific legal documents

  • Update your estate plan anytime

Is estate planning for me?

When does a Revocable Trust become active?

A Revocable Trust becomes active the day it is made.

Does a Revocable Trust let my family get their inheritance faster than a Will?

Wills must go through probate court, meaning your beneficiaries might not receive their inheritance for a long time. A Revocable Trust lets you skip the probate process, so your estate can quickly pass to your loved ones.

I already have a Will. Why would I want a Revocable Trust?

Essentially, a Will and a Revocable Trust are trying to do the same thing; getting your estate to your heirs. However, all Wills must go through probate court, which can be complicated, expensive and tedious. A Trust lets you skip the probate process, so your estate gets to your loved ones faster with less paperwork.

When does a Revocable Trust become active?

A Revocable Trust becomes active the day it is made.

Does a Revocable Trust let my family get their inheritance faster than a Will?

Wills must go through probate court, meaning your beneficiaries might not receive their inheritance for a long time. A Revocable Trust lets you skip the probate process, so your estate can quickly pass to your loved ones.

I already have a Will. Why would I want a Revocable Trust?

Essentially, a Will and a Revocable Trust are trying to do the same thing; getting your estate to your heirs. However, all Wills must go through probate court, which can be complicated, expensive and tedious. A Trust lets you skip the probate process, so your estate gets to your loved ones faster with less paperwork.

When does a Revocable Trust become active?

A Revocable Trust becomes active the day it is made.

You Can Trust

You Can Trust Your Information Is Safe

Our multi-layer security protects your privacy and keeps your personal information and financial data safe.

We confirm it’s really you

A multi-factor authentication system makes the sign-in process easy and secure.

Our encryption is top level

Wealth’s platform uses https protocol, which means that any Personal Information entered into the platform is encrypted. While many sites use https, encrypted at 56 or 126-bits, Wealth is protected by 256-bit encryption—equivalent to the encryption used by banks and most financial institutions.

We do our due diligence

SOC 2 is an auditing standard maintained by the American Institute of Certified Public Accountants (AICPA) to test an organization’s internal controls or information security and privacy. Our SOC 2 compliance means that Wealth is audited against five Trust Services Criteria yearly, comprising security, availability, confidentiality, privacy and processing integrity.

We never sell your data

Privacy is our top priority. We’re here to help you achieve financial wellness, not sell your data.

"I witnessed first-hand how frustrating and complicated probate court can be.

When it came to my estate plan, I knew I wanted everything to be in a trust, so my family will easily be able to access it when I die."

Derek CollinsWealth Customer

Compare Side By Side

Compare Side By Side

Wealth Platform Access
Advance Health Care Directive
Financial Power of Attorney
Guardianship Nomination
Last Will & Testament
Revocable Trust & Pourover Will

Core Plan

Wealth Platform Access
Advance Health Care Directive
Financial Power of Attorney
Guardianship Nomination
Last Will & Testament
Revocable Trust & Pourover Will

Will Plan

Trust Plan

Select Plan
Select Trust Plan

Still have questions?

What is the probate process?

Probate is the process where a judge reviews your Will and gives your executor permission to collect and distribute your assets. Anything you own that is not held by a Trust, is not jointly owned with someone else, or does not have a named beneficiary, will likely need to go through the probate process before it gets to your heirs. Typically, the court charges a fee for this process, and your Will becomes public record.

Is probate court different in every state?

Yes, the probate process, and the effort and costs involved, is different in every state, just like the laws that govern Wills and Trusts vary from state to state.

What’s the difference between a Will and Trust?

A Will is a document that expresses your wishes when you pass away, but it has no legal effect during your life. When you pass away, your Will must go through the probate process to be proven valid before it takes effect. In contrast, a Trust is active during your life and can hold title to your assets during your life. When you pass away, your trust can direct what happens to those assets without involving a court.

What assets can avoid probate court?

Most of your assets can avoid probate if they are titled to do so. For example, titling assets to a Trust, holding an asset jointly with a right of survivorship, or naming a beneficiary on an account, can direct those assets to your beneficiaries without going through probate court.

What is a Pourover Will?

A Pourover Will is a document paired with your Trust. The main objective of this kind of Will is to catch any assets in your estate and transfer them into your Trust.

Check out our other plans

Core Plan

Make sure your final wishes are documented and choose who you want to care for your children without creating a will.
Learn More

Will Plan

Nominate a guardian for your children, create state-specific legal documents, visualize your assets and specify your final health care wishes.
Learn More