Estate Planning with Trust & Will | Platinum Wealth Management of Buckhead

Estate Planning Services

Through our partnership with Trust & Will, we are proud to offer Estate Planning Services for all of our clients

Estate Planning 101

Learn everything you need to know about estate planning including what it is, getting started, and the basics of estate planning in this guide by Trust & Will.

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Take the Quiz

Not sure which plan is right for you? Answer a few short questions and Trust & Will will make a recommendation tailored to you.

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Platinum Wealth Management of Buckhead has partnered with Trust & Will to provide you with an easy and affordable way to create an estate plan online. Trust & Will is a leader in online estate planning, helping nearly one million families secure their legacies. Together, we’re committed to helping you protect your future and gain peace of mind.

Estate Planning Options

Essential Will Plan

Legal Will & Testament
HIPAA Authorization
Living Will
Financial & Healthcare Power of Attorney

A will may be ideal if you have minor children, own a home, are married, or have less than $160,000 in assets.

With a Will, you can:

Appoint guardians for your children and pets
Specify how your assets should be distributed
Outline your end-of-life wishes

Comprehensive Trust Plan

Revocable Living Trust
Asset Allocation Schedule
Pour-Over Will
HIPAA Authorization
Living Will
Financial & Healthcare Power of Attorney
Trust Certification Document

A trust may be ideal if you own multiple properties, anticipate an inheritance, or have over $160,000 in assets.

With a Trust, you get all the benefits of a Will plus:

Avoid probate and court delays
Maintain greater control over how your assets are distributed

Will vs. Trust

Will vs. Trust: What’s the Difference?

Both Wills and Trusts determine how your assets are distributed, but they function differently. Below is a quick comparison to help you understand their key distinctions.

Feature	Will	Trust
When It Takes Effect	After death	Immediately upon signing and funding
Control Over Distribution	Basic control	More detailed and structured control
Probate Process	Usually required	Can help avoid probate
Applies To	All assets owned at death	Only assets placed in the trust
Complexity	Simple to set up	More complex to set up

Expert Support

Their team of experts is ready to assist you with any questions you may have throughout the process.

Quick and Easy

Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.

Built by attorneys, customized by you

State-specific, legally-valid documents, personalized to address your family’s unique needs.

Estate Planning Steps

Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
Document Creation: Your estate planning package will be delivered electronically to be reviewed, signed, and notarized. In unique situations, you may want to speak with an attorney, and we can coordinate that discussion through our partners at Trust & Will for an added fee.
Execution and Funding: We will work with you to make sure your estate plan is executed and properly funded.

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