
Planning Ahead
Estate planning is one of those things people often put off, not because it is unimportant, but because it can feel complicated.
Trust & Will offers a more approachable way to create essential documents like wills and trusts. Through Harvest’s member benefits, you have access to these tools at a reduced cost, with guidance built into the process.
The goal is not to make things overly technical. It is to help you put a plan in place that reflects your wishes and protects the people important to you.
What This Service Provides
Trust & Will is an online platform that walks you through the process of creating legally valid estate planning documents. It is designed to be completed at your own pace, with step-by-step guidance that keeps things clear and manageable.
Members often use it to create a will, establish a trust, or outline healthcare directives. While more complex situations may still require an attorney, this service provides a strong starting point for many households.
If you have been meaning to put a plan in place, this is a practical way to begin.
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