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Estate Plan Analysis

Trust and Will Logo

Trust and Will provides a simple and easy way to create a trust or will online. IFA has negotiated a 10% discount for any trust or will an IFA client sets up through their IFA wealth advisor. The wealth advisor will receive updates on the completion of the trust or will to assist in the coordination of the client's overall financial plan. The Trust and Will packages include the following:

Trust-Based Plan

  • Revocable Living Trust
  • Pour Over Will
  • Schedule of Assets
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Guardians for Kids and Pets

Will-Based Plan

  • Last Will and Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Guardians for Kids and Pets

Additional resources provided by Trust and Will are access to a full support and attorney team as well as access to a plethora of educational information on trusts and wills. To get started with Trust and Will please reach out to your advisor.

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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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