$30 Last Will and Testament

$30 Last Will and Testament

Our Mission

At Blue Will, we simplify estate planning with innovative tools while dedicating a portion of our profits to vital conservation efforts. Our mission is to help you secure your legacy while supporting a sustainable future for the natural world around us.

What is an estate plan?

An estate plan consists of three main components: (1) Estate Plan Documents, (2) Asset Titling, and (3) Beneficiary Designations. Each of these aspects of your plan work together in order to fulfill your family legacy, business succession plans, and charitable goals.

Basic estate plan documents generally include a Revocable Trust, your (and your spouse’s) Last Will and Testament, Financial Power of Attorney, Advance Health Care Directive (Health Care Power of Attorney and Living Will), and certain other ancillary documents. Asset titling generally involves ensuring your home and bank account ownership is correctly aligned with your plan. Similarly, beneficiary designations pertain to properly comporting the beneficiaries listed on your lRAs, 401(k)s, pensions, life insurance policies, and certain bank and brokerage accounts to your plan. 

Planning Steps

  • Step 1

    Design Your Plan

  • Step 2

    Make it Legal

  • Step 3

    Title and Designate

Let’s Make a Plan

Will Based Plan

Starting at $465

For families and individuals who need an estate plan, including their Last Will and Testament, Financial Power of Attorney, and Advance Health Care Directive, our Will Based Plan offers these documents along with guidance for titling and beneficiary designations. The Last Will and Testament does include a “testamentary trust” if appropriate and desired. The bundle also includes other ancillary documents such as a Personal Property Memorandum, Funeral Plan, and Legacy Letters. 

Trust Based Plan

Starting at $785

Our Trust Based Plan is ideal for families who value privacy, who want to avoid probate, who own a home or business, and/or who desire a more comprehensive plan for providing for children or charity. Our Trust Based Plan includes a Revocable Family Trust, as well as your and your spouse’s Last Will and Testaments, Financial Powers of Attorney, Advance Health Care Directives, Personal Property Memorandums, Funeral Plans, Legacy Letters, and guidance for titling and beneficiary designations that orient your estate toward your Family Trust.

Work with an Advisor

For individuals and families for whom the assistance of an attorney is more appropriate or desired, especially if your estate is large, complicated, or you have unique circumstances (for example, a child with special needs or business assets that need consideration), our network of independent attorneys are ready to assist with your estate plan either before or after you design your Will Based Plan or Trust Based Plan. 

Planning Documents

  • Revocable Family Trust

    A revocable living trust is an estate planning tool that can be used to distribute your possessions to people and organizations. Once you (the trust's Grantor and Initial Trustee) pass away, a Successor Trustee will distribute the property in the trust according to your wishes outlined in the trust agreement.

    Utilizing a trust avoids probate, saving on costly fees and delays and maintaining privacy.

  • Last Will and Testament

    Everyone needs a Last Will and Testament. Your Will serves the purpose of distributing the assets of your estate, either directly to your beneficiaries or to your Family Trust.

    One of the most important aspects of your Will is the appointment of guardians for any minor children.

  • Financial Power of Attorney

    A Durable Financial Power of Attorney is a document that lets you appoint someone (known as your “Agent”) to manage your finances for you if you ever become unable to do so for yourself. Powers typically granted include providing for your family’s ongoing expenses, handling your taxes and filing them on your behalf, continuing your charitable giving, keeping your business running, and managing real estate property you may own.

  • Advance Health Care Directive

    Our Advance Health Care Directive specifies an agent who will make healthcare decisions on your behalf if you are unable to do so and provides guidance to that agent for issues involving end of life decision making.

Planned Giving

  • Outright Gift

    Charitable giving can be incorporated into any estate plan by utilizing outright bequests.

  • Securities

    Appreciated charitable gifts of stocks, bonds or mutual funds offer special tax advantages and can be a great way to provide a significant planned gift to your favorite charity.

  • IRA Qualified Charitable Distributions

    Donors over age 72 (70½ if you turned 70½ before January 1, 2020) can make charitable gifts using funds from individual retirement accounts (IRAs) without undesired tax effects. Donors may use this strategy to satisfy part, or all, of their required minimum distribution while benefiting a nonprofit.

  • Real Estate

    Gifts of property entitle a donor to an income tax deduction equal to the full market value with no tax on capital gains.

  • Life Insurance

    You may donate an old or new policy by simply naming a charity as the owner and beneficiary.

Recommend a Friend

Nonprofit Partnership Sign Up