Estate planning

A Modern Way to Prepare Your Estate Planning Documents

Estate planning is an important part of protecting your loved ones and ensuring your wishes are carried out. If you’re looking to create a will, establish a trust, or prepare essential healthcare and financial directives, you now have access to a streamlined digital solution that helps you complete these documents securely and affordably.

MB Wealth Advisors has partnered with Trust & Will, an online estate-planning document provider, to give clients convenient access to professionally developed estate-planning templates. Trust & Will is an independent third-party service provider and is not affiliated with MB Wealth Advisors.

Why Estate Planning Matters

Without clear instructions, your assets may be distributed according to state law rather than your personal wishes. Preparing an estate plan can help ensure:

  • Asset distribution aligns with your intentions
  • Guardianship is established for minor children
  • Healthcare preferences are documented
  • Family members avoid unnecessary delays, costs, and disputes

Estate planning provides clarity, control, and peace of mind for you and your loved ones.

Documents You Can Create Through Trust & Will

Depending on your needs, Trust & Will offers templates for:

  • Last Will and Testament — Direct how your assets should be distributed and designate guardians for minor children.
  • Revocable Living Trust — Help avoid probate, maintain privacy, and provide structured control over asset distribution.
  • Durable Power of Attorney — Authorize a trusted individual to manage financial matters if you become unable to do so.
  • Medical Power of Attorney & Living Will — Document your healthcare preferences and designate someone to make medical decisions on your behalf.

These documents are generated through Trust & Will’s online platform and can be customized based on your personal circumstances.

A Simple, Digital Process

Trust & Will’s platform is designed to make document creation straightforward:

  • Online Questionnaire — Complete your estate-planning documents through a secure digital portal.
  • Attorney Support (Optional) — Trust & Will offers access to licensed attorneys for legal guidance if desired.
  • Instant Access — Download, print, and store your documents, with the ability to update them as life changes.

Important: MB Wealth Advisors does not provide legal advice, does not review legal documents, and does not determine which estate-planning documents you may need.

How MB Wealth Advisors Supports Your Planning

Estate planning is closely connected to your broader financial picture. MB Wealth Advisors can help you:

  • Understand how estate-planning decisions may affect your financial strategy
  • Identify financial considerations related to your estate plan
  • Coordinate your estate-planning documents with your investment and retirement goals

We do not provide legal or tax advice, and we do not draft, interpret, or validate legal documents. Clients should consult qualified legal and tax professionals for guidance specific to their situation.

Work With an Advisor Who Understands Your Financial Picture

Estate planning works best when it aligns with your broader financial goals. MB Wealth Advisors can help you understand how your estate-planning decisions may interact with your investment strategy, retirement planning, and long-term financial objectives. Our role is to provide financial guidance—not legal advice—and to help you think through the financial considerations that accompany your estate-planning choices.

We can discuss how different estate-planning approaches may affect your financial plan, highlight common financial oversights, and help ensure your estate-planning documents support the rest of your goals. For legal questions or document-specific guidance, clients should consult a qualified attorney.

Take the Next Step in Protecting Your Legacy

Preparing your estate-planning documents is an important part of securing your financial future. If you’re ready to explore how estate planning fits into your overall strategy, we’re here to help you get started.

Call 704-584-9363 to schedule a conversation and learn how your financial plan and estate-planning decisions can work together to support your long-term goals.

Important Disclosures

  • MB Wealth Advisors is not a law firm, and no advisor at MB Wealth Advisors is an attorney.
  • We do not provide legal advice, legal opinions, or legal document review.
  • Trust & Will is an unaffiliated third-party provider. MB Wealth Advisors does not guarantee the accuracy, completeness, or legal sufficiency of documents created through Trust & Will.
  • Use of Trust & Will does not create an attorney-client relationship with MB Wealth Advisors.
  • Clients are under no obligation to use Trust & Will and may work with any attorney or estate-planning provider of their choice.
  • State-specific requirements vary, and clients are responsible for ensuring their documents meet applicable legal standards.
  • MB Wealth Advisors does not receive compensation from Trust & Will unless otherwise disclosed.

Trust & Will is an independent third-party service provider and is not affiliated with MB Wealth Advisors. MB Wealth Advisors does not provide legal or tax advice and does not draft, interpret, or validate legal documents. Clients should consult qualified legal and tax professionals regarding their individual circumstances.

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