Will and Trust
Your legacy deserves the same care and planning as your life’s work. Our Will and Trust Services help you ensure that your assets are protected, your wishes are respected, and your loved ones are taken care of - exactly as you intend.
A Will is a legal document that outlines how your assets, property, and possessions will be distributed after your lifetime. A Trust, on the other hand, is a legal arrangement that allows a third party (the trustee) to manage and distribute assets for your beneficiaries - during your lifetime or after. Together, wills and trusts form the foundation of effective estate planning - ensuring that your legacy transitions smoothly, without legal complications or family disputes.
We provide expert guidance in estate planning, will drafting, and trust creation so you can pass on your wealth efficiently, legally, and peacefully.
Why You Need a Will and Trust
Without a proper will or trust, your estate may be distributed based on default laws, not your wishes. Having these documents in place ensures:
- Peace of Mind: You know your loved ones will be taken care of.
- Legal Clarity: Avoids confusion, disputes, and lengthy probate processes.
- Efficient Wealth Transfer: Reduces taxes and delays in asset distribution.
- Protection for Minor Children: Appoint guardians and secure their future.
- Privacy and Control: Trusts allow confidential and controlled wealth transfer.
- Business Continuity: Ensure your company passes on seamlessly to the next generation.
At Fintech, we help you build a clear and structured plan, tailored to your family, finances, and values.
Benefits of Fintech’s Will and Trust Services
With Fintech, you gain peace of mind knowing your legacy will be honored - exactly as you intended.
- Personalized Planning: Every family and estate is unique - your plan should be too.
- Expert Legal Coordination: Work with trusted estate and tax professionals.
- Confidential & Ethical Service: Your privacy and integrity are our top priorities.
- Minimized Tax Burden: Structure assets efficiently to reduce estate taxes.
- Ongoing Support: Regular reviews and updates as your circumstances change.
Some Questions Answered
What is the difference between a will and a trust?
A will takes effect after your lifetime and requires probate, while a trust can take effect during your lifetime and helps transfer assets directly to beneficiaries without probate.
Do I need both a will and a trust?
In many cases, yes. A will ensures your remaining assets are distributed properly, while a trust provides ongoing management and privacy for your estate.
Can I change or update my will or trust?
Yes. Wills and revocable trusts can be updated anytime to reflect changes in your family, finances, or wishes.
What happens if I die without a will?
If you pass away without a will (intestate), the court decides how your assets are distributed according to inheritance laws - which may not align with your wishes.
Who should be my executor or trustee?
Choose a trustworthy and financially responsible person - a family member, close friend, or professional fiduciary to carry out your wishes.
How long does it take to set up a will or trust?
Typically, 1–3 weeks, depending on the complexity of your estate and the documents required.
Are wills and trusts only for the wealthy?
No. Anyone with assets like property, savings, or dependents should have a will or trust to ensure clarity and protection for their family.
Is my information confidential with Fintech?
Absolutely. All client information is handled with strict confidentiality and professionalism.
Can Fintech coordinate with my lawyer or financial planner?
Yes. We work closely with your existing advisors to ensure your estate plan is comprehensive and legally compliant.
Does creating a trust help reduce taxes?
Yes. Certain types of trusts can help minimize estate taxes and probate costs, ensuring more of your wealth goes to your beneficiaries.