Estate planning might not be the most exciting topic, but it’s one of the most important. Creating a trust and will isn’t just about passing on wealth — it’s about protecting your loved ones, making your wishes known, and giving yourself peace of mind. Whether you’re just starting your adult life, growing your family, or planning for retirement, having these two key documents in place ensures that your assets, your values, and your voice are carried forward — no matter what the future holds.
At Gentreo, www.gentreo.com, we make creating a trust and will easier, faster, and more affordable than ever. Here’s what you need to know.
Note that each state has its own unique laws when it comes to estate planning, including requirements for how wills and trusts must be written, signed, and executed. That’s why it’s so important to work with a provider like Gentreo, which creates state-specific legal documents tailored to your location. With Gentreo, you can be confident that your will, trust, and other essential documents meet your state’s legal standards — giving you peace of mind that your wishes will be honored and your loved ones protected.
- What Is a Will?
A will — often called a “last will and testament” — is a legal document that outlines how you want your assets distributed and who will take care of any minor children after your passing. It’s also the place where you name an executor, the person responsible for making sure your wishes are followed.
A will can include:
– Who inherits your property (like your home, savings, or family heirlooms)
– Who will become the guardian of your minor children
– Instructions for your digital assets
– Pet care decisions
– Charitable bequests
Why You Need a Will:
If you die without a will, your state’s laws decide what happens to your assets — and that might not reflect your wishes. Without a will, families can face long, expensive probate court battles, unnecessary conflict, and confusion.
- What Is a Trust?
A trust is a legal arrangement that holds assets on behalf of a beneficiary or beneficiaries. The person who creates the trust (the grantor) appoints a trustee to manage the assets in the trust according to specific rules.
The most common type of trust in estate planning is a revocable living trust, which you can update during your lifetime. This type of trust allows you to:
– Avoid probate
– Manage assets while you’re alive
– Provide for your family after death
– Keep your financial matters private
- Trust vs. Will: What’s the Difference?
| Feature | Will | Trust |
| Goes through probate | Yes | No |
| Becomes public record | Yes | No (kept private) |
| Effective when | After death | Immediately upon creation and executed (typically signed and notarized). Note you need to “fund the trust” meaning putting assets in the name of the trust for it to be effective. |
| Manages assets in life | No | Yes |
| Can name guardians | Yes | No |
| Can manage pet care | Yes | Yes (with a pet trust) |
- Why You Most Likely Need Both a Will and a Trust
A trust is not a replacement for a will, and a will isn’t a replacement for a trust — they most often work best together.
- How to Create a Trust and Will with Gentreo
Creating a will and trust used to require a long (and expensive) visit to a lawyer’s office. With Gentreo, it’s easier than ever.
Gentreo offers:
✅ Easy Step-by-Step Guidance
✅ Save and Update Anytime
✅ Gentreo Digital Vault
✅ Affordable and Transparent
✅ Instant Access Button
- When Should You Create a Trust and Will?
The best time to create your estate plan is now. Life inflection points include turning 18, marriage, children, buying a home, caring for parents, travel, or starting a business.
- Common Myths About Trusts and Wills
Myth: I don’t have enough money to need a trust or will.
Truth: Estate planning isn’t just for the wealthy.
Myth: I already told my family what I want.
Truth: Verbal instructions won’t hold up in court.
Myth: I’m too young to need this.
Truth: Adults of all ages can benefit from an estate plan.
- Let Gentreo Help You Protect What Matters Most
At Gentreo, we believe estate planning should be accessible, affordable, and empowering. Start your estate plan today at www.gentreo.com.
- Final Checklist: What You’ll Need to Create a Trust and Will
✅ A list of your assets
✅ Names of your beneficiaries
✅ Your chosen executor and trustee
✅ Guardianship decisions
✅ A Gentreo membership!
Don’t wait until it’s too late; start your estate planning journey with Gentreo today. By doing so, you’ll not only protect your loved ones but also gain the peace of mind that comes with knowing your legacy is secure. Click HERE to join now.
This article is for informational purposes only and should not be considered legal advice. Consult with a qualified attorney or estate planning professional for personalized guidance.
