Complimenmtary estate planning fiduciary duties
Complimentary estate plan. Twenty-five per year.

We pay for your estate plan.

You create it online with Trust & Will. Then we check it against the beneficiary forms and account titles that can override it. Available to households at our $500,000 minimum.

Request Your Complimentary Plan

No obligation to become a client.

Or call the firm at (423) 541-3587

Your trust says one thing. Your beneficiary form says another. The form wins.

You sign a trust that leaves everything to your children. Years earlier, you named your spouse as beneficiary on your 401(k). You divorced and never updated the form. The account can go to your former spouse, and your trust has no say.

Your estate plan names who inherits. Your beneficiary forms and account titles decide who actually does. A trust also controls only the assets you move into it.

Your attorney drafts the plan. Your wealth manager, insurance agent, and CPA each make decisions afterward that change how it works. Nobody is assigned to check one against the other.

A trust and a 401(k) beneficiary form that disagree A revocable living trust names the children as beneficiaries. A 401(k) beneficiary form lying on top of it names the spouse. The form controls the account. Revocable Living Trust BENEFICIARIES My children 401(K) BENEFICIARY FORM PRIMARY BENEFICIARY Spouse

Two things you receive.

1

Your estate plan, at no cost.

Choose a Will Plan or a Trust Plan through Trust & Will. The Trust Plan starts at $499 when you buy it directly. Through our firm, you pay nothing.

Documents are state-specific and designed by attorneys. Trust & Will has helped more than 1 million people with their estate plans, and its support team answers questions by phone, chat, and email, Monday through Friday.

What each plan includes

Trust Plan: revocable living trust, pour-over will, power of attorney, living will, HIPAA authorization, certification of trust, and schedule of assets.

Will Plan: last will and testament, power of attorney, living will, and HIPAA authorization.

Attorney support is available through Trust & Will at additional cost.

2

The Beneficiary and Titling Review.

Once your plan is complete, we compare it with every beneficiary form and account title you give us and show you where they disagree.

With your permission, we also follow your progress through signing, notarization, trust funding, and deed transfers, so we can tell you what is left to finish.

The goal is a trust that holds the assets you meant it to hold and beneficiary forms that name the people your plan names.

Four steps from request to finished plan.

Request Your Complimentary Plan

No obligation to become a client.

  1. 1

    Request your plan.

    Send a brief request. If we are the right fit, you will hear from us within two business days. If we are not, we will tell you and point you toward a firm that is.

  2. 2

    Talk with Russ.

    We confirm fit, learn about your family and accounts, and hear what you want your plan to accomplish.

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  3. 3

    Create your plan.

    You receive a private Trust & Will link, enter your own information, and make your own decisions. Your progress saves as you go, and some people finish in about 30 minutes. You then sign and notarize your documents as your state requires.

  4. 4

    Get your Beneficiary and Titling Review.

    We check your finished plan against your beneficiary forms and account titles and show you what needs to change, if anything.

Why a wealth firm pays for your estate plan.

Our firm pays Trust & Will a flat annual fee that covers twenty-five estate plans. We take on eight new households each year. Paying for a plan is how we meet families, and it lets you see how we work before any engagement begins. Accepting the plan does not require becoming a client. When all twenty-five are claimed, this offer closes.

Verify us before we talk

Fiduciary Standard

Held to a documented fiduciary standard on every advisory engagement.

Independent Custody

Client assets are held at Charles Schwab. The firm never takes custody of client funds.

Disclosed Economics

Every advisory fee and insurance commission is disclosed in writing before any account is opened or any policy is placed.

Public Record

Russ Bigham is an Investment Advisor Representative (Series 66). Our registrations and regulatory history are public through the SEC Investment Adviser Public Disclosure site.

The $500,000 minimum, and when you need an attorney.

The complimentary plan is for households at our $500,000 minimum. Trust & Will's plans cover most families. If your situation includes a child with special needs, an estate above $15 million, a business with three or more employees, or a blended family with complex dynamics, Trust & Will matches you with a pre-screened attorney at no cost to match, and we coordinate with that attorney.

Frequently asked questions

Is it actually no cost to me?

Yes. Our firm pays Trust & Will for your plan.

What does the Beneficiary and Titling Review cost?

Nothing. It is part of the offer.

What happens on the introduction call?

We confirm your household is a fit, learn about your family and accounts, and explain how your plan and the review work.

Do I have to become a client?

No.

How do I choose between a will and a trust?

The choice is yours. Trust & Will offers a short quiz that suggests a plan, and its attorney support can answer legal questions. We explain how each option interacts with your financial accounts.

Is my information secure?

Trust & Will uses bank-level security to encrypt your information and states that it never sells or shares your information without your consent. We see your progress and documents only with your permission.

How long does it take?

Some people finish in about 30 minutes. Your progress saves as you go, so you can stop and return.

Twenty-five plans. Request yours.

We review every request individually. If we are the right fit, you will hear from us within two business days. When all twenty-five plans are claimed, this offer closes.

Request Your Complimentary Plan

No obligation to become a client.

Or call the firm at (423) 541-3587

P.S.

Already have an estate plan? Send the same request. Bring your existing will, trust, and power of attorney to the call. We will summarize the assets, roles, and beneficiaries they name and run the Beneficiary and Titling Review against the documents you already have.

Disclosures

Trust & Will is an online service providing legal forms and information. Trust & Will is not a law firm and does not provide legal advice. Bigham Wealth Advisory does not draft legal documents or provide legal advice. You enter your own information and make your own decisions about your estate planning documents. For legal questions, use Trust & Will's attorney support or consult your own attorney.

Investment advisory services offered through Bigham Wealth Advisory, a registered investment advisor in the state of Tennessee. Registration does not imply a certain level of skill or training. Client assets custodied at Charles Schwab. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal.