Trust & Will Review: Simple Estate Planning Online
ฝัง
- เผยแพร่เมื่อ 27 มิ.ย. 2024
- If you have a family, you need a will or a trust. This way you're protecting them from the unexpected.
In this Trust & Will review, we'll discuss how this fintech forward company is making the estate planning process easy for families. And how to decide whether you need a trust or a will.
CHAPTERS
0:00 Intro
1:24 Legal Documents from Trust & Will
2:41 How It Works
4:43 Best Features of Trust & Will
7:10 Where Trust & Will Falls Short
8:37 Who Shouldn't Use Trust & Will
9:10 How Much Does Will & Trust Cost?
#EstatePlanning #TrustandWill #LastWill #FamilyWill #TrustorWill #FamilyFinance #PersonalFinance
RESOURCES
Trust & Will (Get Your Trust or Will Today): www.marriagekidsandmoney.com/...
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MARRIAGE KIDS AND MONEY:
This award-winning blog, podcast and TH-cam channel are dedicated to helping young families build wealth and thrive.
Each week, Andy Hill interviews personal finance experts, shares the best fintech tools and even discusses his own journey with family financial independence.
BIO - ANDY HILL:
Andy Hill is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness.
Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. With millions of podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world.
When he's not ""talking money"", Andy enjoys watching his kids play soccer, singing karaoke with his wife and watching Marvel movies.
✅ CONNECT WITH US
Instagram: / marriagekidsandmoney
Twitter: / andyhillmkm
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TikTok: / andyhillmkm
Facebook: / andyhillmkm
Subscribe to our TH-cam channel today to strengthen your family tree and live financially free!
DISCLAIMER
This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone, and this content has not been provided by, reviewed, approved or endorsed by any advertiser. Information shared on this channel is for entertainment purposes only and should not be considered as professional advice.
Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com.
CREDITS
Video Editing: www.EditVideo.io
TH-cam Channel Management: www.weirdigitalmarketing.com/ "
Learn more about Trust & Will here (our affiliate link): www.marriagekidsandmoney.com/trustandwill
Very informative! I was lawyer shopping to update my will as the lawyer who drew it up for me has retired. Saw Trust and Will's ad on tv so in my research found you here. Thank you for the info. I will be using their services.
Just found your channel today! Very informative and in-depth coverage of what’s required and why it is required including the high level pricing. Loved your content - thank you!
So glad to hear this! Thank you!
Thank you Andy, your candor regarding use of this product for trusts involving real estate just saved me from making a big mistake!
I’m glad it was helpful!
Great information. I was looking into online estate planning to cut costs. Your in-depth review of this service made me realize I may be better off going with an attorney due to property ownership and other details. This information answered many questions and saved me a lot of time and potential headaches down the road. Thank you.
Glad to hear it was helpful!
Great video, thank you for sharing.
Glad you enjoyed it!
In 2023 it's 39$ for the yearly. Whew - that went up pretty high pretty quickly. Thanks for the review.
Great info. Thanks!
Glad it was helpful!
I extremely like the video, man. Very helpful and informative. Thank you very much. It is presented so well too. Great, positive work.
I appreciate that! Thank you so much!
Thank u so much 👍🏾😁
Of course!
Good video I appreciate your research
Thank you for the kind words!
I like that now if you make a will in the state you live and move in the state with the daughter is it the same plan to keep
Hi there! Super thankful for this info. Had a quick question as I’m seeing if I should keep my account within the 30 day mark. Are you able to delegate wealth percentages at different ages, and be specific about when that wealth is distributed to your minors using Trust & Will? I think I just saw that you can only put %’s and ages. Thank you!!!
did will back in 2000, and funeral arrangement 2005. didnt want family having a gofund me lol
Smart move! Now you can rest easy
Now is there is a one fee a year or 39$ a month a year after that what the cost after 39$ like 59 and it keeps going up now what the age for the kids limit my oldest some state or difference
Can you clarify if we have real estate or investments we can't use this service due to additional required forms?
You can. However, large estates can benefit from tax planning strategies that these automated documents don’t know the nuances of. They do offer the ability to add-on attorney review and assistance for $300. It’s a limited scope attorney-client relationship but may be all you need if your estate isn’t over the threshold for major tax implications.
It's crazy that the commercial advertisement says it's expensive to have a WILL made and that this service costs 159$..but that's a complete lie..I just recently had my mother's WILL made and it was only 56$ so not sure why there advertising it's expensive..from my point of view it seems this service is the one that's expensive..
Wills go to probate and can take a long long time...expensive
Very good point to make.
turned off with the monthly fee
It’s an annual fee after the first year. That is because estate law changes and they review and update their documents as the law changes. That way if you make a change you have the most updated materials based on current statutes. If you don’t want the updates you don’t need to keep the subscription after the first year.
@@doc2w534 can you stop/start the subscription; e.g. I need to make changes during year 5, then no changes for 5 years, then need more changes during year 11. I would rather pay just when I need to update.
lol of course it’s a subscription. No thanks I’m sick of subscriptions, I’d rather pay a lawyer thousands upfront if only out of principle