TRINITY WEALTH NETWORK + EZ WILL & TRUST

Protect What You Built. Put Your Wishes in Writing.

Building wealth is only part of the journey. Having a plan for your family, your property, your financial affairs, and the legacy you want to leave can be just as important.

Through our partnership with EZ Will & Trust, Trinity Wealth Network provides access to a guided online estate-planning platform designed to make creating important estate-planning documents easier to understand and complete.

START MY ESTATE PLAN SEE HOW IT WORKS

Family protecting their home, assets and legacy through estate planning

EZ WILL & TRUST

Estate Planning Made Easier.

Start with the introduction below to learn more about EZ Will & Trust. Then watch the step-by-step walkthrough for the Will or Trust option you are considering.

Start Here: Learn About EZ Will & Trust

Watch this introduction to learn more about the guided online estate-planning process before choosing your Will or Trust path.

STEP-BY-STEP HELP

See How to Create Your Will or Trust

How to Create Your Trust

Watch the guided walkthrough and see how the Trust process works before you begin.

START MY TRUST

How to Create Your Will

Watch the guided walkthrough and see how the Will process works before you begin.

START MY WILL

READY TO GET STARTED?

Choose the Estate Plan That Fits Your Goals.

Choose the estate-planning path you want to begin. You will continue to the EZ Will & Trust guided online process.

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EZ WILL & TRUST

Create Your Will

A Will can help put important instructions in writing, including how certain property should be handled after death, beneficiary wishes, executor selection, and guardianship considerations where applicable.

Will Package

✓ Last Will & Testament
✓ Durable Financial Power of Attorney
✓ Advance Healthcare Directive with HIPAA

CREATE MY WILL

You will continue to the EZ Will & Trust guided website.

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EZ WILL & TRUST

Create Your Trust

A Revocable Living Trust can provide a structure for managing assets during life and after death and may help certain properly transferred assets avoid probate.

Trust Package

✓ Revocable Living Trust
✓ Certificate of Trust
✓ Pour-Over Will
✓ Durable Financial Power of Attorney
✓ Advance Healthcare Directive with HIPAA

CREATE MY TRUST

You will continue to the EZ Will & Trust guided website.

Not sure which option fits your situation?

Review the frequently asked questions below. If you need personalized legal advice or have complex estate-planning needs, consult a qualified estate-planning attorney.

FREQUENTLY ASKED QUESTIONS

Estate Planning Questions & Answers

Here are answers to some common questions about Wills, Trusts and the EZ Will & Trust process.

EZ Will & Trust is a guided DIY estate-planning platform that helps individuals and couples create available estate-planning documents through an online process.

No. EZ Will & Trust is not a law firm and its standard DIY platform does not provide personalized attorney representation or individualized legal advice.

A Will generally provides instructions concerning certain property after death and may address matters such as beneficiaries, executors and guardianship. A revocable living trust is a separate legal arrangement that may be used to hold and manage assets transferred into the trust.

Certain assets that are properly transferred into a living trust may generally be administered outside of the probate process. Simply creating a trust does not automatically transfer assets into it.

EZ Will & Trust provides a guided online process that allows users to answer questions and generate available estate-planning documents.

Estate-planning documents generally must be properly executed according to applicable state law. Depending on the document and jurisdiction, signing, witnessing, notarization or other requirements may apply. Follow the instructions provided with your documents.

Estate planning is not limited to wealthy families. A Will can address matters involving property, beneficiaries, guardianship wishes, executors and other important instructions, depending on your circumstances and applicable law.

Consider consulting a qualified attorney when you need personalized legal advice or have complex estate, tax, special-needs, business-succession, family-dispute or other legal planning issues.

TRINITY WEALTH NETWORK

Building Wealth Is More Than One Service.

Trinity Wealth Network connects individuals, families and business owners with education, resources and professional solutions designed to help build, protect and strengthen their financial future.

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Real Estate

Home buying, selling, new construction, relocation and investment real-estate resources.

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Renew Rentals

Rental-readiness education, rental-placement assistance and resources for renters facing approval challenges.

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TWN Life

Life-insurance education and access to available protection and legacy-planning solutions.

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TWN Loans

Financing resources for qualified real-estate investors, business owners and other eligible borrowers.

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Financial Resources

Educational and partner resources related to credit, debt, financial readiness and wealth-building strategies.

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TWN Academy

Education and resources focused on financial literacy, business development and wealth building.

Build It. Protect It. Leave a Legacy.

Explore Trinity Wealth Network and discover how our services and partner resources can work together throughout different stages of your financial journey.

EXPLORE TRINITY WEALTH NETWORK