What Do You Gain With an Estate Plan?
Clarity for Your Loved Ones
Leave no question marks. Your estate plan outlines exactly what happens to your assets, your dependents, and your wishes—so your family isn’t left guessing.
Control Over Your Wealth
You’ve worked hard to build it—an estate plan gives you the power to decide how, when, and to whom your assets are passed on. No court interference. No surprises.
Protection of Children & Pets
Nominate trusted guardians and ensure the people you love most are always in the right hands, even if you’re not there to make the decisions yourself.
Avoidance of Probate & Delays
Skip the red tape. A trust-based estate plan helps your loved ones avoid lengthy court processes and costly fees, giving them quicker access to what you’ve left behind.
Getting Started is Easy
01
Let’s Talk Goals
We start with an introductory call to understand your existing retirement accounts, your goals, risk tolerance, and timeline.
02
Build Your Strategy
Together, we will design a tailored plan outlining the estate planning process and what to expect with your new investment.
03
Create Your Estate
We handle the logistics—from paperwork to compliance we will work with you throughout the whole process. You start building your future.
04
Plan your Future
Now that you’re a Caplo client, our partnership begins. As your trusted advisor, we’re here to ensure you always have clarity—knowing where your money is, how it’s working, and how it supports your goals.
Getting Started is Easy
01
Let’s Talk Goals
We start with an introductory call to understand your existing retirement accounts, your goals, risk tolerance, and timeline.
02
Build Your Strategy
Together, we will design a tailored plan outlining the rollover process and what to expect with your new investment.
03
Roll It Over
We handle the logistics—from paperwork to compliance we will work with you throughout the whole process. You start building your future.
Plan Today. Rest Easy Tomorrow.
An estate plan isn’t just a document—it’s a powerful act of love, clarity, and protection. Whether you're building your legacy or just getting started, now’s the time to take control of your future.
We’ve made it simple, affordable, and stress-free—because your peace of mind is worth it.
We Make Estate Planning Seamless
Protect what matters most—in 30 minutes or less.
We've teamed up with Trust & Will—the leader in online estate planning—to offer you a simple, affordable way to create a will or trust, without the confusion or legal jargon, because your legacy deserves more than a spot on your to-do list.
Whether you're growing your wealth, safeguarding your family, or organizing your finances, we're here to help every step of the way.
A partnership built on a stronger financial future
We believe in building strong relationships. The better we know you – your lifestyle, goals, and concerns – the better we can tailor your financial plan and guide you toward achieving your goals.
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How long does it take?Most people finish in 20–30 minutes. Simple and done.
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Is Trust & Will a law firm?Nope. But they do offer independent attorney support in most states.
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What’s the difference between a Will and a Trust?Wills take effect after death and are great for naming guardians and assigning assets. Trusts go into effect right away, help avoid probate, and offer more control over how your assets are handled.
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Why do FAQs matter?FAQs are a great way to help site visitors find quick answers to common questions about your business and create a better navigation experience.
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What is an FAQ section?An FAQ section can be used to quickly answer common questions about your business like "Where do you ship to?", "What are your opening hours?", or "How can I book a service?".
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Where can I add my FAQs?FAQs can be added to any page on your site or to your Wix mobile app, giving access to members on the go.
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How do I add a new question & answer?To add a new FAQ follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Add a new question & answer 3. Assign your FAQ to a category 4. Save and publish. You can always come back and edit your FAQs.
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How do I edit or remove the 'Frequently Asked Questions' title?You can edit the title from the FAQ 'Settings' tab in the Editor. To remove the title from your mobile app go to the 'Site & App' tab in your Owner's app and customize.
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Can I insert an image, video, or GIF in my FAQ?Yes. To add media follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Create a new FAQ or edit an existing one 3. From the answer text box click on the video, image or GIF icon 4. Add media from your library and save.
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How long does it take?Most people finish in 20–30 minutes. Simple and done.
-
Is Trust & Will a law firm?Nope. But they do offer independent attorney support in most states.
-
What’s the difference between a Will and a Trust?Wills take effect after death and are great for naming guardians and assigning assets. Trusts go into effect right away, help avoid probate, and offer more control over how your assets are handled.
-
Why do FAQs matter?FAQs are a great way to help site visitors find quick answers to common questions about your business and create a better navigation experience.
-
What is an FAQ section?An FAQ section can be used to quickly answer common questions about your business like "Where do you ship to?", "What are your opening hours?", or "How can I book a service?".
-
Where can I add my FAQs?FAQs can be added to any page on your site or to your Wix mobile app, giving access to members on the go.
-
How do I add a new question & answer?To add a new FAQ follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Add a new question & answer 3. Assign your FAQ to a category 4. Save and publish. You can always come back and edit your FAQs.
-
How do I edit or remove the 'Frequently Asked Questions' title?You can edit the title from the FAQ 'Settings' tab in the Editor. To remove the title from your mobile app go to the 'Site & App' tab in your Owner's app and customize.
-
Can I insert an image, video, or GIF in my FAQ?Yes. To add media follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Create a new FAQ or edit an existing one 3. From the answer text box click on the video, image or GIF icon 4. Add media from your library and save.
Why Caplo Clients Choose Trust & Will
Simple + Smart
Step-by-step guidance with documents that are legally valid in your state—built by attorneys, tailored by you.
Exclusive Member Savings
Receive your first shipment of documents for free.
Support When You Need It
Have a question? Their team of experts is ready to guide you through it.
Peace of Mind Starts Now
Complete your plan in as little as 20–30 minutes and get back to living your life.