Getting started with Trustwise

How to create your will on Trustwise — from signing up to downloading your document.

Naming beneficiaries

How to designate who inherits your estate, set share percentages, and handle edge cases.

Choosing an executor

What an executor does, who can serve, and how to pick the right person for your estate.

Nominating guardians for minor children

How guardian nominations work, who can serve, and what happens if no guardian is named.

Witnesses — what you need to know

Who can witness your will, what they need to do, and common mistakes to avoid.

Signing your will

Step-by-step guide to signing your Trustwise document so it is legally valid.

Updating your will

When and how to update your will on Trustwise, and what triggers a new signing session.

Cancellation and refunds

How to cancel your Trustwise plan or request a refund, and what happens to your data.