Why Estate Planning Matters
53%
of Americans
have any estate plan
72%
of Americans
do not have an up-to-date will
35%
of families
experience conflict due to
lack of planning
52%
of people
say passing away without a plan would be irresponsible
Don’t leave anything to chance. Create peace of mind for yourself and your loved ones today.
Estate Planning, Simplified
With IDA Trust & Legacy, powered by Wealth.com, you get:
Peace of mind knowing your wishes are clear
A modern, interactive digital platform
Secure online storage for your documents
Guidance in choosing between
a will & a trust
Documents explained in plain language
A trusted team to walk with you every step of the way
Why IDA Trust & Legacy?
One-Stop Solution
Easier than DIY, simpler than hiring a full legal team
Cost Effective
Attorneys may charge $10,000+ for the same work
Personal Touch
If you’re already an IDA client, you’ll work with familiar faces
Comprehensive Support
We can still introduce you to an attorney for complex needs
Less Stress
We help simplify the emotional decision-making process