Trust vs. Will

Wills and Trusts are both important estate-planning methods, but are different.  A Trust is established when you sign the Trust.  A Will is not activated until your death.  Upon your death, only a Will goes through the probate process.  Some other differences are the following:

  • A Will is usually less expensive to prepare than a Trust
  • A probate of a will is usually more expensive than the administration of a Trust
  • You have to follow more legal formalities to set up and manage the Trust
  • A will is filed with the Court and is public.  A Trust is private
  • Usually the distribution of assets is accomplished sooner with a Trust administration compared with a probate
  • By publishing a notice to creditors in a probate process, most creditors are precluded from making a claim after a certain period of time
  • A Trust is usually preferred for an estate that has a significant value that may be subject t to state and federal estate taxes 

An attorney can assist in determining whether a Trust or Will accomplishes your estate planning goals.