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Are you aware of what is an Estate plan?

1/11
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So, where are you with your Estate Plan?

2/11
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What happens when someone passes away without an Estate Plan?

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3/11
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How long does it take to make a legally valid estate plan?

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4/11

Now, how much do you think it costs?

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5/11

What happens when someone passes away without an Estate Plan?

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6/11

Do you know the difference between a Trust and a Will?

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7/11

Now that you have some background about estate planning, let’s understand how it can help you

Let us get to know you a little so that we can recommend which type of plan is best suited for you

Let’s find out!
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Select the reasons you are considering making an Estate Plan

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8/11

What is your marital status?

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Do you have children?

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Which of these benefits would you like from an Estate Planning service?

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TrulyWill offers all of these benefits!

We provide a simple process along with expert guidance and support from the point you start till the final delivery of your legally valid estate plan.

We don’t use templates. Your estate plan will be tailored to your needs and situations, just like our recommendations based on your answers in this quiz.

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It's all okay! With this quiz you’re on the right track

However, if you don’t have the proper know-how of estate planning, then you may end yourself with a different outcome.

Don’t worry! By the end of the quiz, you’ll have the right direction to find out what’s best for you to secure your loved ones.

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Excellent!

Good to know that you are already conscious of the importance. Let’s continue to learn more, shall we?

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That isn’t the case every time!

The main risk you run without an estate plan is that the court isn’t aware of your family’s relations.

The court will run a process named probate to decide who’ll inherit your property after your death, as per the state laws.

There are several risks that proceed with it :

  • Your property may end up in the hands of people you don't desire to give it to. 
  • The court can assign guardianship of your children to anyone, even whom you find inappropriate. 
  • The probate process may take years to complete. It will cost your loved ones a lot of money. 
  • Family disputes can also arise.

 Isn’t it better with an estate plan?

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You are doing a great task! Keep it up.

However, if you don’t have the proper know-how of estate planning, then you may end yourself with a different outcome.

Don’t worry! By the end of the quiz, you’ll have the right direction to find out what’s best for you to secure your loved ones.

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Absolutely yes!

However, the court doesn't know your family and your relations.

Thus, you may face many drawbacks:

  • Your property ends up in the hands of people you don't desire to give it to. 
  • The court can assign guardianship of your children to anyone, even whom you find inappropriate. 
  • The probate process may take years to complete. It will cost your loved ones a lot of money. 
  • Family disputes can also arise.

It's better with everything stated already! 

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Oops! Seems like you are partially wrong. 

When a person dies without an estate plan, the probate court becomes responsible for distributing the estate among some of the family members or relatives who are beneficiaries as per the state laws.

The government only takes over their assets when there is no possible beneficiary left, otherwise, it is allocated but it is not sure to who. Since the court is unaware of your family relations, your estate can end up even in the hands of people you do not want to.

And the court assigns a guardian for your children. It can also be a person you don’t find appropriate.

It's better with everything stated already!

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Totally not!

But they are known to be associated with the extremely wealthy. That’s because attorney services to create them have been ridiculously expensive. But everyone can benefit from trusts despite their financial condition.  

With TrulyWill, our mission is to help people use the amazing benefits that trusts provide at an affordable cost. You may consider a trust if you’d like to:

  • Avoid the hassle & expense of probate for your loved ones
  • Add conditions to the distribution or stagger the distribution across a long time period (for minor children, beneficiaries who could be spend-thrift)
  • Stipulate the exact purposes for which your money can be used
  • Trusts provide privacy to your assets and affairs as your holdings are not made public
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Correct to a certain extent!

A will is simpler to make but it has less to offer than a trust.
One can choose either a trust or will depending upon your needs.  
You may consider a trust if you’d like to:

  • Avoid the hassle & expense of probate for your loved ones
  • Add conditions to the distribution or stagger the distribution across a long time period (for minor children, beneficiaries who could be spend-thrift)
  • Stipulate the exact purposes for which your money can be used
  • Trusts provide privacy to your assets and affairs as your holdings are not made public
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Not a problem!

We’re here to help you navigate this.

Will
Trust

Will is a legal document stating how a person wants their estate to be administered after their death.

It is a relationship that gives a person (trustee) a right to hold the property of another person (trustor) for the advantage of a third party (beneficiary).

It doesn't avoid the probate process.

It helps to avoid the probate process.

It comes into effect only at the death of the testator (one who writes a will)

It comes into effect as soon as the assets are transferred into it.

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So you’re one step ahead of everyone else!

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An estate plan is a set of legal documents

It guards your wishes legally in case you’re not there anymore or become incapacitated.

You get to decide what’s best for you and your family in such a situation.

  • Decide who your assets should go to and how
  • Decide who you want your minor or defendant children to be taken care by
  • What happens if you become incapacitated
  • Reduce the risk of family disputes
  • Help your family by avoiding a painful probate process
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Awesome! You are well aware of ...

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That used to happen...

Now it only take 20 MINUTES and starting from ONLY $149 to create an estate plan.

Yup that’s for real!

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Recommended!
Recommended!

Will

$149
GET STARTED
Last Will & Testament
Power of Attorney
Healthcare Surrogate
HIPAA Authorization
Living Will
Support Included (Chat, Zoom, Email)
Final Arrangements
Unlimited Updates (Free first year, $29 per year from second year) - Optionall Arrangements

Trust

$499
GET STARTED
Last Will & Testament
Power of Attorney
Healthcare Surrogate
HIPAA Authorization
Living Will
Support Included (Chat, Zoom, Email)
Final Arrangements
Unlimited Updates (Free first year, $29 per year from second year) - Optionall Arrangements
Recommended!
Not sure what to choose? Schedule a free call with an expert

What should we call you?

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Nice to meet you, Harshita 👋

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What is your email address?

Are you aware of what an Estate plan can really do for you?

Where are you with your Estate Plan?

It's all okay! With this quiz you’re on the right track :)You can always start estate planning whenever you like, however, considering it soon is always the best alternative. We all know the future is uncertain. And, if you die without an estate plan, the state decides who gets your assets and assigns guardians to your children, which may not be what you wanted.

Not to mention the legal proceedings your family has to go through which is unnecessary and stressful.

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