There are no wrong answers, and this is not a test. It is not necessary to write long answers or utilize impeccable grammar.
If you are married, each spouse should complete the 15-Minute Estate Assessment™ individually without comparing their answers. Your advisors will be interested in gaining your individual perspectives and helping you incorporate and integrate your separate ideas into one cohesive plan.
We are not purveyors of “do-it-yourself” online drafting of your legal documents. The Willpower App™ helps you cover all the bases to take your fully-prepared comprehensive plan to your estate attorney for additional advice and implementation.
The primary purpose of a letter of instructions is to enhance your estate plans by offering your important people access to information and your intentions on a variety of estate planning matters that are typically not part of your traditional documents.
A letter of instructions also serves as a written statement by the settlor designed to offer the trustees of a discretionary trust some guidance in the exercise of their discretion.
Utilize our member dashboard to upload copies of your estate documents, and provide access to your Estate Delegate™ so that this individual will have your most crucial comprehensive information if they need to act on your behalf.