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Description

The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape.

Description

Trust & Will is a digital estate-planning service that allows individuals and families to easily create legally valid documents such as wills, trusts, guardianships, and powers of attorney through a user-friendly, guided process. By responding to simple questions regarding their assets, family dynamics, and personal preferences, users can quickly generate customized legal documents within minutes. The platform also offers features for securely storing documents online, sharing them with chosen individuals and attorneys, and making updates as personal situations evolve. Emphasizing ease of access, Trust & Will empowers users to handle their end-of-life arrangements without the high costs or complexities associated with traditional legal services. Although designed for self-service, our dedicated customer support team is always ready to assist you throughout the entire process, ensuring you feel confident and informed. Ultimately, Trust & Will aims to simplify estate planning, making it more approachable and manageable for everyone.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$2000.00/year
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Complex Interests

Founded

2012

Country

United States

Website

complexinterests.com

Vendor Details

Company Name

Trust & Will

Founded

2017

Country

United States

Website

trustandwill.com

Product Features

Product Features

Alternatives

Alternatives

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