Not sure if you need a will, a trust, or both? You’re not alone!
The Senior Will & Trust Selector Tool from 60AndOver.net is designed for seniors and families who want a simple, step-by-step way to understand their estate planning options. Just answer a few easy questions, and you’ll get a personalized recommendation—plus trusted next steps to help you protect your wishes and your loved ones.
Brought to you by 60AndOver.net – Practical Tools and Resources for Seniors.
Senior Will & Trust Selector Tool
FAQ
Frequently Asked Questions – 60AndOver.net
Q: What is the difference between a will and a trust?
A: A will is a legal document that says who gets your property after you pass away and can name guardians for minor children. A trust is a separate legal entity that can own property, avoid probate, and help manage your assets if you become unable to do so.
Q: Is this tool a substitute for legal advice?
A: No. This tool offers general suggestions based on your answers, but only a licensed attorney can provide legal advice tailored to your needs.
Q: Do I really need a trust?
A: Not everyone does! Trusts can help if you want to avoid probate, protect privacy, or plan for incapacity. For many people, a simple will is enough—but this tool helps you see what might fit best for your situation.
Q: What if my situation is complicated?
A: If you have a blended family, special needs dependents, or complex financial matters, it’s a good idea to speak directly with an estate planning attorney.
Q: What if I don’t understand one of the questions?
A: Choose “Not Sure,” and the tool will still guide you. For more detailed help, use the links at the end to find a professional in your state.
Disclaimer:
This tool is provided by 60AndOver.net for informational purposes only and does not constitute legal, financial, or professional advice. Every situation is unique. Please consult a qualified estate planning attorney or trusted advisor before making important legal decisions.
