When it comes to securing your family’s future, trust & will estate planning is no longer just for the wealthy—it’s a smart, accessible step for anyone who wants control over their assets, health decisions, and legacy. Whether you’re starting a family, buying a home, or planning for retirement, setting up a trust or will is one of the most important financial decisions you can make.

What Is Trust & Will Estate Planning?

Trust & will estate planning refers to the process of organizing your financial and legal affairs to ensure your wishes are honored if you pass away or become incapacitated. It includes:

• A Will – A legal document outlining who will inherit your assets and who will care for any minor children.
• A Trust – A legal arrangement that holds and manages assets for beneficiaries, offering more control and privacy than a will.
• Other Key Documents – Such as a healthcare directive, power of attorney, and guardianship designations.

Trust vs. Will: What’s the Difference?

Understanding the difference can help you choose the right tools for your situation—or determine if you need both.

Why Trust & Will Estate Planning Matters

• ✅ Avoid Probate Delays: Trusts allow assets to be transferred without court involvement.
• ✅ Protect Your Loved Ones: Ensure children, spouses, or pets are cared for as you intend.
• ✅ Minimize Taxes: Strategic planning can reduce estate taxes.
• ✅ Prevent Family Disputes: Clear legal documentation reduces the risk of conflict.
• ✅ Maintain Privacy: Unlike wills, trusts are not part of public record.

Who Needs Trust & Will Estate Planning?

• Parents with minor children
• Homeowners and real estate investors
• Blended families or second marriages
• Entrepreneurs and small business owners
• Anyone who wants a say in their medical or financial future

Getting Started: How to Create Your Trust & Will

1. List Your Assets – Include everything: bank accounts, properties, investments, and personal belongings.
2. Choose Beneficiaries – Decide who inherits what.
3. Name Guardians & Executors – For your children and your estate.
4. Work with a Trusted Provider or Attorney – Online services like Trust & Will offer guided estate planning, or you can consult an estate lawyer for more complex needs.
5. Keep It Updated – Revisit your documents after major life changes.

Final Thoughts

Trust & will estate planning gives you peace of mind knowing your family, assets, and legacy are protected. Whether you opt for a basic will or a comprehensive trust, taking action today can prevent stress, legal complications, and financial burdens down the road.

EZ Living Trust is a division of Strategic Choices Financial, Inc. Neither is a law firm and cannot provide legal or tax advice. The information on this site is for informational and educational purposes only.

Strategic Choices Financial, Inc, dba EZ Living Trust is registered as a Legal Document Assistant in Los Angeles County, CA #987456, and is licensed and bonded.