FAQs

A Last Will and Testament is a legal declaration that you, the testator, make. It tells the world who will get your assets and who will manage your estate and implement your wishes when you die.

When you die without a Will – called dying “intestate” -- the state decides who gets your assets with no regard to your wishes and the needs of your heirs.

You need a Will so that:

• You—not a court—decide who gets your assets.
• You—not a court—decide who cares for your children.
• You—not a court—decide who manages the financial affairs of your minor children.
• You—not a court—decide who manages the affairs of your estate.
• You—not a court—decide your burial rites and funeral arrangements.

Your Simple Will covers all the assets that make up your estate. When you die, the interests you have in all your property - real and moveable - become part of your estate and will be distributed per the instructions you leave in your Will.

However, your Will does not cover assets that are transferred to third parties by right of survivorship or because of pre-selected beneficiaries, such as:

• Real estate owned with a right of survivorship;
• Bank accounts with a right of survivorship;
• Retirement accounts with a pre-selected survivor beneficiary; or
• Life insurance with a pre-selected survivor beneficiary.


When you pass away, all assets owned individually and assets with the estate selected to be the beneficiary would be distributed according to your Will. All retirement accounts, insurance proceeds, and assets owned with a right of survivorship will be distributed to the pre-selected beneficiary outside of your estate.

A standard estate plan includes a Trust or a Will as well as an Advance Directive/Living Will, and a financial Power of Attorney.

With this standard estate plan, your financial and non-financial end-of-life affairs will be in order and according to your wishes. Plus, you protect your family.

Upon purchase, you will be able to download a PDF of your will or trust, which includes detailed instructions on how to sign, witness, notarize, and store your documents.

Simple Wills has a 30-day money-back guarantee. If you are not satisfied with your completed documents, you can request a full refund within 30 days of purchase.

Yes. After you complete the questions in the process, you will be able to review the entire document to make sure everything is correct and according to your wishes, and you may make any edits prior to purchasing.

Yes. When you purchase a Simple Wills and Trusts document, you are purchasing a document that was built by our estate planning legal team. Your documents are based on the laws of your state and custom-tailored by you.

We want you to be comfortable and confident when you purchase a Will or Trust, so you get to review each document you complete before you purchase – no surprises!

Our do-it-yourself software allows you to complete your Will or Trust in as little as 15 minutes.

Upon purchase, your documents will be available in your Dashboard. You are able to make changes or updates to your documents directly from your Dashboard.

God forbid you have an accident or medical emergency and you’re unable to make decisions about your health – or that you become generally incapacitated, fall into a coma, or that you must be kept alive by artificial life support.

In these situations, you need a legal document that allows you to appoint a person you trust to make health care decisions on your behalf if you cannot communicate your decisions on your own. This legal document is called an Advance Directive or Living Will.

It is very important to make your intentions known to everyone BEFORE you suffer a critical illness, disability, or incapacity. The Advance Directive or Living Will contains your wishes and preferences about health care, including your moral and religious values when it comes to end-of-life issues. Your health care representative has to act in good faith and in your best interest. By signing an Advance Directive or Health Care Proxy, you are making your wishes known and protecting your family, so that they do not have to make these difficult decisions for you.

Most people do not need a lawyer to make a basic Will or Trust. If you’d like an attorney to review or prepare your estate plan, contact us to be matched with a local attorney.

If you have a complex estate and need unique solutions, you should retain a lawyer for estate planning expertise and drafting of your estate plan. Simplewillstrusts.com is not a law firm and does not provide legal advice, but you can contact us to be matched with a local attorney that can help.

No! We’ve designed Simple to be easy, accessible, and affordable to the average American. Our do-it-yourself software will guide you through the entire process with simple questions and detailed explanations to you can create your own estate plan with ease.

Our customer service specialists are standing by to help in any way you need. You can either call us at +1 (866) 71-TRUST (that’s (866) 718-7878) or you can email us at help@simplewillstrusts.com.