Real Change Financial

BE YOUR OWN BANKER

REAL CHANGE FINANCIAL

BE YOUR OWN BANKER

Protect Your Legacy with Estate Planning

Through Real Change Financial, all clients can access estate planning support with Trust & Will for free — helping you protect your assets, loved ones, and long-term wishes.

Schedule Your Consultation

Simple first step

Estate Planning with Trust & Will

Why estate planning matters

Estate planning gives you control over important decisions — from protecting your assets to making your healthcare and financial wishes clear.

Last Will & Testament

Directs how your assets should be distributed, names key decision-makers, and helps ensure your wishes are clearly documented.

Revocable Trust

Helps manage and transfer assets more efficiently, can offer added privacy, and may help your loved ones avoid probate.

Healthcare Directive

Outlines your medical care preferences and names someone you trust to make healthcare decisions if you are unable to do so.

Power of Attorney

Authorizes someone to handle legal or financial matters on your behalf if you become incapacitated or unable to act.

Why this matters for RCF clients and everyone else

Why Real Change Financial Includes Estate Planning

Estate planning is not separate from financial planning — it’s a critical part of protecting everything you’re building.

At Real Change Financial, we help clients go beyond income and investments by preparing for life’s uncertainties, protecting their families, and preserving their legacy.

Through our partnership with Trust & Will, we make estate planning simple, accessible, and aligned with your overall financial strategy — so your plan doesn’t just grow your wealth, but protects it for generations.

Why this matters for RCF clients and everyone else

Why Real Change Financial Includes Estate Planning

Estate planning is not separate from financial planning — it’s a critical part of protecting everything you’re building.

At Real Change Financial, we help clients go beyond income and investments by preparing for life’s uncertainties, protecting their families, and preserving their legacy.

Through our partnership with Trust & Will, we make estate planning simple, accessible, and aligned with your overall financial strategy — so your plan doesn’t just grow your wealth, but protects it for generations.

How the process works

A simple process to help you protect your assets, family, and future.

1

Schedule a Consultation

Meet with a Real Change Financial advisor to discuss your goals, family situation, and long-term plans.

2

Get Personalized Guidance

We help you understand the right estate planning options based on your financial strategy.

3

Access Trust & Will

Eligible clients receive guided access to Trust & Will to begin creating their estate plan.

4

Complete & Secure Your Plan

Finalize your documents and ensure your assets and wishes are protected for the future.

Schedule Your Consultation

Who is this for?

Designed for individuals and families who want to protect their assets, care for their loved ones, and plan their future with clarity and confidence.

Parents & Families

Ensure your children and loved ones are protected and provided for.

Homeowners

Protect your property and make sure it’s passed on according to your wishes.

Business Owners

Create a plan for your business and assets in case of unexpected events.

Married Couples

Make joint decisions clear and avoid complications for your spouse.

Anyone Who Wants Peace of Mind

Even if you're just getting started, planning ahead gives you control and clarity.

Individuals with Assets

If you have savings, investments, or insurance — you need a plan.

Frequently Asked Questions

FAQs

What is Trust & Will?

Trust & Will is an online platform that helps individuals create estate planning documents such as wills, trusts, and healthcare directives in a simple and guided way.

Do I need estate planning even if I’m not wealthy?

Yes. Estate planning is not just for the wealthy — it’s for anyone who wants to protect their family, assets, and decisions in case something unexpected happens.

What’s the difference between a will and a trust?

A will outlines how your assets are distributed after death, while a trust can help manage and distribute assets more efficiently and may help avoid probate in certain situations.

How do I get access to Trust & Will through Real Change Financial?

Eligible clients of Real Change Financial are guided through the process and provided access as part of their financial planning journey.

How long does the process take?

Most estate plans can be completed in a short amount of time, especially with guided support. The exact timeline depends on your situation and needs.

Will I need a lawyer?

In many cases, Trust & Will simplifies the process so you may not need one, but legal support is available if needed depending on your state and situation.

Can I update my estate plan later?

Yes. Life changes — and your estate plan should too. You can update your documents as your situation evolves.

What happens if I don’t have an estate plan?

Without a plan, your assets may be distributed according to state laws, which may not reflect your wishes and can create unnecessary stress for your family.

Still have questions? Let's talk.

Take Me There