What is the difference between a will and a trust?

A will generally provides instructions for what should happen after death and can also address matters such as guardianship for minor children.

A trust can hold and manage property according to instructions you establish and may help families address issues such as incapacity, asset management, privacy, and how property is distributed.

Neither option is automatically right for everyone. Part of our process is helping you understand how the different tools work so you can make informed decisions based on your family and circumstances.