Estate Planning Made Easy With Trust & Will
Take control of your legacy.
Professional estate planning should be easy and affordable for everyone. That’s why we’re proud to introduce you to Trust & Will, a leader in online estate planning. Fifth Third customers can save 25% with Trust & Will, which offers a range of plans, starting at just $39 (before applying your 25% discount).1,2.
Make it easier for them—and you.
An estate plan isn’t just for the wealthy. It’s for anyone who has assets to pass on, people to look out for, or those who want to ensure their requests are carried out.
Benefits of an estate plan:
- Ensure children are cared for according to your wishes
- Direct your assets in a manner that you choose
- Keep your family from having to make difficult decisions
- Minimize future expenses and reduce estate taxes
Find the estate plan that’s right for you at Trust & Will:
Will
With a will, you can specify what should happen to your assets and who will care for your children.
Trust-based estate plan
With a living trust, your assets can pass directly to your beneficiaries without going through probate court. You’re also able to elect guardians and specify healthcare wishes.
Guardian
A guardian plan enables you to say who will look after your children in case something happens, and you’re unable to.
Trust & Will. The simple way to have an estate plan in place—for your peace of mind and their future.
Additional Resources
Setting a Strategic Inheritance Plan
Estate planning isn’t the easiest conversation. As you create your inheritance plan, consider these factors to help influence your inheritance strategy.
Essential Documents Needed for Retirement
What documents do I need in retirement? Fifth Third Bank has a complete list of essential documents you need in retirement to kickstart your planning.
How to Talk to Adult Children About Estate Planning
From inheritance planning to finalizing your will, Fifth Third Bank offers tips on how to discuss your estate plan with adult children and loved ones.