Living trust vs will is one item on PortfolioPilot's estate planning checklist.
Mark it as done when you have it in place, and use the third-party template and tools linked with it. It shows $3m+ net worth. Informational only, not legal advice; talk to an attorney or tax advisor before acting. Free.
The item and its resources. Switch tabs.
PortfolioPilot living trust demo. The item and its resources. Switch tabs.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Under Plan, choose Estate planning.
Living trust.
Use the template and tools, then tick it off.
Points to raise with an attorney or tax advisor.
Last will and testament is always on the checklist.
Living trust is added at $3 million or more in estimated net worth.
Living Trust or Will: Which Is Right for You?
Which you need depends on your situation and state.
The documents to put in place, item by item.
Update beneficiary designations on accounts like life insurance, retirement plans, and bank accounts.
Document your wishes for medical treatment in case you become incapacitated.
Amount to leave to heirs.
Mark items as done and keep your plan current. Free.
Get startedShort answers here, with a link to the full help center article where one exists.
A checklist of documents, with templates, tools and articles. Read more in the Help Center →
No. Talk to an attorney or tax advisor before acting.
Yes.
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