1
Choose your plan
Answer a few questions to decide whether a Will-based or Trust-based plan may fit your situation.
Heartland Legacy Builder
Estate planning made simpler.
Create your Will or Trust online, at your own pace. Then we will help you connect the documents to the financial life they are meant to protect.
Online estate planning provided by
Work at your paceSave and return whenever needed
State-specific documentsDesigned by estate-planning attorneys
Real supportHelp is available along the way
10% client savingsApplied to the initial plan purchase
A clear path forward
You do not need every answer before you begin.
Trust & Will guides you through the legal-document process one question at a time. Heartland helps make sure the financial pieces do not get lost afterward.
2
Build it online
Work through the guided questions from home. Save your progress and return whenever you need to.
3
Review the plan
Nick will follow up, answer questions and help you identify financial items that may need attention.
4
Finish the details
Follow the provided signing and notarization instructions, then address funding, titling and beneficiary updates.
See the experience
How Trust & Will works.
This short overview shows how the guided online process helps turn a task that feels overwhelming into a series of manageable decisions.
Technology, with a person beside you
The website creates the documents. We help connect the dots.
An estate plan is most useful when it works together with the accounts, property and people already in your life. Nick remains available throughout the process—not just until you click “submit.”
- ✓Talk through the financial questions that come up while you work
- ✓Review your Estate Plan Summary together after the documents are created
- ✓Help coordinate beneficiary designations and ownership on accounts Heartland manages
- ✓Identify items that should be taken to your attorney, tax professional or other adviser
Two common starting points
Will-based or Trust-based?
The right starting point depends on your family, property, goals and the complexity of your wishes. Trust & Will can guide you through the choice.
Will-based estate plan
A practical foundation for documenting who should receive your property and who should make important decisions if you cannot.
- Name guardians for children and pets
- Choose how assets should be distributed
- Designate health care agents
- Document medical and final wishes
Trust-based estate plan
A more comprehensive option that includes a Will and may provide added control over how property is managed and distributed.
- Create a revocable living trust
- Add conditions to asset distributions
- Plan for trust ownership of eligible property
- Potentially help assets avoid probate
Not sure? That is normal. Start with the guided questions or ask Nick before moving forward.
Common questions
A little clarity before you begin.
If your question is not here, call or email. You will not be bothering us.
What is the difference between a Will and a Trust?
A Will generally takes effect after death and lets you name guardians, direct property and document final wishes. A revocable living Trust becomes effective while you are living once it is properly created and funded. It may offer additional control and help certain assets avoid probate.
How long does the online process take?
Many people can work through the guided questions in about 30 minutes. You can save your progress, talk through a decision and return later, so there is no need to rush.
Is Trust & Will a law firm?
No. Trust & Will is not a law firm and does not provide legal advice. Independent attorney support is available in most states for an additional fee. More complex situations may require working directly with a local estate-planning attorney.
What happens after I create the documents?
You will receive instructions for reviewing, signing and notarizing the documents where required. Nick can then help you review the summary and coordinate applicable beneficiary, ownership and trust-funding steps involving accounts managed through Heartland.
Will Nick see all of my answers?
Your Trust & Will account is yours. Heartland's role is to support the financial-planning process and review the plan summary you choose to share—not to replace an attorney or make legal decisions for you.
Take the first step. We will help with the next one.
Begin online when you are ready. Nick will check in after a couple of days and remains available throughout the process.
Start Your Estate Plan →
Heartland clients save 10% on the initial purchase
Trust & Will is not a law firm and does not provide legal advice. Heartland Wealth Partners does not provide legal or tax advice. Consult a qualified attorney or tax professional regarding your individual circumstances.
The 10% discount applies to the initial purchase of a Will-based or Trust-based estate plan made through Heartland Wealth Partners' qualifying Trust & Will invitation. Subsequent upgrades are not eligible for the discount.