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Jun
24
2020

Estate Planning

By | Uncategorized | Comments Off on Estate Planning


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Trust & Will

Easily create and
manage your
estate plan.

We’ve partnered with Trust & Will—the
leading online estate planning platform in
the U.S.— to give our members 10% off their
trust, will, or guardianship estate plans.*


Get started

SoFi has teamed up with Trust & Will—the leading online estate planning platform in the U.S.

We are now directing you to our partner, Trust & Will, to complete your application. SoFi will not be your host while there and is not responsible for content provided by third-party sites, including Trust & Will. Please note that you are subject to the destination site’s Privacy Policy and Terms & Conditions.


Continue


The service provides forms for your use, not legal advice. Using these documents is not a substitute for obtaining legal advice.

Why Trust & Will?



  • Rated 4.9/5 based on 1,500+ reviews on Trustpilot.



  • Trusted by over 250K members.



  • Built by attorneys

Fast, secure, and
easy to use.

Get a complete and customized estate plan in about 15 minutes. If you have
questions along the way, the U.S.-based support team at Trust & Will is available
seven days a week.


Get started

SoFi has teamed up with Trust & Will—the leading online estate planning platform in the U.S.

We are now directing you to our partner, Trust & Will, to complete your application. SoFi will not be your host while there and is not responsible for content provided by third-party sites, including Trust & Will. Please note that you are subject to the destination site’s Privacy Policy and Terms & Conditions.


Continue


Not sure what you need?
Take a short quiz to find out.

Customized plans to fit your needs. Answer a few simple questions to find the plan that’s right for you.


Take the quiz

SoFi has teamed up with Trust & Will—the leading online estate planning platform in the U.S.

We are now directing you to our partner, Trust & Will, to complete your application. SoFi will not be your host while there and is not responsible for content provided by third-party sites, including Trust & Will. Please note that you are subject to the destination site’s Privacy Policy and Terms & Conditions.


Continue


Get started today.

Your documents will be shipped straight to your door for free.


Start today

SoFi has teamed up with Trust & Will—the leading online estate planning platform in the U.S.

We are now directing you to our partner, Trust & Will, to complete your application. SoFi will not be your host while there and is not responsible for content provided by third-party sites, including Trust & Will. Please note that you are subject to the destination site’s Privacy Policy and Terms & Conditions.


Continue


FAQs



How long does the process take?


It takes most people about 20 minutes to complete their trust, 15 minutes to complete their will, and 5 minutes to nominate a guardian.



Do I need an attorney?


You do not need an attorney to create a legally binding trust, will, or nomination of a guardian. If you feel more comfortable speaking with an attorney, Trust & Will offers one year of unlimited attorney support for $200.



Can I make updates to my documents?


Trust & Will makes it easy to update your estate planning documents. Simply log in to your account and make any necessary changes. We suggest updating your plan after any major life event, or every three to five years.



Do you offer legal advice?


No. This offering is an online service that provides legal forms and information. None of the parties involved are law firms and are not a substitute for an attorney or law firm’s advice. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies.


See all FAQs


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