💼 Work & Business

What Happens to Your Trust & Will Account When You Die

CriticalEstate planning
Documents stored here may include wills, trusts, and powers of attorney. Download ALL documents immediately and share with the estate attorney.

Quick Facts

Documents

Wills, trusts, guardianship

Urgency

Download immediately

Updates

May have latest versions

Step-by-Step Guide

1

Log in to Trust & Will

Go to trustandwill.com and sign in with the decedent\'s account.

2

Download all estate planning documents

Download the will, trust, power of attorney, healthcare directive, and any guardianship designations.

3

Check for recent updates

Review the document history to see if any changes were made recently. The most recent version is the legally operative one.

4

Share with estate attorney

Provide all documents to the estate attorney to compare with any physical copies and determine which version governs.

Document Now Checklist

  • Download all estate planning documents
  • Note the date of the most recent updates
  • Check for named beneficiaries and trustees
  • Share all documents with the estate attorney

Last verified: June 2026. Platform policies may change. Verify current procedures directly with Trust & Will. This guide is for informational purposes only and does not constitute legal advice.

Protect your Trust & Will account — and all your others

Document your digital life in a zero-knowledge encrypted vault. 1,800+ platform guides. Dead Man's Switch. Everything your family needs.

Start your free trial →