Frequently Asked Questions

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Estate planning is the process of arranging and managing your assets in a way that ensures they are transferred to your beneficiaries in the most efficient and cost-effective manner possible. It really is the "last love letter you leave to your loved ones".

Estate planning is important because it helps you ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after you pass away. You can also nominate guardians for your minor children and even pets. If your estate plan includes a Trust, then it can also help minimize taxes and avoid probate (which is costly, public & lengthy).

Depends on the type of estate plan you get.  An estate plan typically includes a will or trust, power of attorney, and healthcare directive. Depending on your situation, other documents such as a living will or a special needs trust may also be necessary.  To learn more about a Will-Based Estate Plan click here, to learn more about a Trust-Based Estate Plan click here.

Due to the nature of the documents we customize and prepare for you, once they are complete... they are legal documents that can be executed, and you have access to them in physical form and also digitally.  All of our solutions and services are customized to you, this is not a product you buy off the shelf, there is no inventory.  Entrust also incur costs immediately upon your on-boarding which is non-refundable to us. Therefor there are NO REFUNDS once your purchase has been made and we can NOT switch you from one product to another (i.e.: if you purchased a Will, then later decided to switch to a Trust) after on-boarding has started.  No exceptions. All clients are able to update their documents FREE of charge within the first 12 months after purchase.

Typical fulfillment of one of our estate plans is 4-6 weeks from a completed on-boarding session.  We always do our very best to under-promise and over-deliver... so many times it may be sooner.  We will keep you informed along the way.  Sometimes it is necessary to reach back out to a client to get a clarification on some details, so it can slow the fulfillment down if the client is slow to respond.  

Absolutely, this is essential in your estate planning.  You need to have a Trust-Based Estate Plan to truly protect your family in this case.  When doing your Revocable Living Trust, you will add a "Special Needs Provision" to your trust documentation (just let our client care specialist know this at time of onboarding).  A special needs provision in a living trust is crucial for beneficiaries with disabilities, as it allows them to receive assets without jeopardizing their eligibility for government benefits like Medicaid and Supplemental Security Income (SSI). Entrust does NOT charge extra for this provision.

If you ordered a Will-Based or Trust-Based Estate Plan, then you will receive your physical binders via Priority Mail to your address of record.  We will let you know by email when those get shipped out so you can be watching for the delivery.  Once you receive your binders, there will be an information page that instructs you on how to login to your "Total Planning" Client Portal and set up your account online...this is a very important step!

If you ordered an "Existing Estate Plan Analysis" - then you will receive an email from us as soon as your analysis is completed (usually within 7-10 days of onboarding).  You will then login to your "Total Planning" Client Portal and a digital download of your analysis is available to you.

No, it is NOT ACTIVE when you receive it from us.  You still have a few steps to get the Will or Trust activated and legally binding.  For a Will-Based Estate Plan, you will need to take your documents to a Notary of your choosing and sign the forms in front of a notary, and then the notary will stamp and sign the documents.  Once this is done, it is a legally enforceable document, make sure you scan a copy of this and upload it to your "Total Planning" Client Portal as a backup.

For a Trust-Based Estate Plan, you will need to first "fund the trust" by titling assets in the name of the trust, we provide instructions on how to do all this.  Then you will get the trust notarized and singed in front of a witness. Once this is done, it's a legally enforceable document. Make sure you make a copy of this and upload it to your "Total Planning" Client Portal as a backup.