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Have you created your Will & Trust?

Planning for the future isn’t just about protecting assets — it’s about protecting the people you love.

Having a Will and Trust in place ensures that your wishes are honored, your family is cared for, and your legacy is preserved exactly the way you intend.

While a Will is important, it alone is not enough to fully protect your estate. A Will must go through probate, which can be time-consuming, costly, and public. A Trust adds an extra layer of security by allowing your assets to be transferred directly to your beneficiaries, often avoiding probate altogether and keeping your affairs private and efficient. Together, a Will and Trust create a complete plan that protects your loved ones from unnecessary stress, delays, and expenses during an already difficult time.

Did you know?

Without a Trust, even if you have a Will, minor children who inherit assets could still have a court-appointed guardian manage their inheritance — and it might not be the person you would have chosen. Proper planning helps ensure that your loved ones are fully protected and that your wishes are carried out exactly as you intend.

At Nicolette Management, we believe everyone deserves the peace of mind that comes from having a solid, thoughtful plan in place — protecting your family, your legacy, and your future.

What are my options to creating a Will & Trust?

When it comes to protecting your family and your legacy,

there are several ways to create a Will & Trust.

Will & Trust Creation Services Through United Wealth Education:

Professional Will & Trust creation services are available through United Wealth Education (UWE) either as part of their membership package or as a standalone option. These attorney-backed, state-specific documents are designed to help you protect your family, safeguard your assets, and build a lasting legacy — without the high costs typically associated with estate planning.

Start my UWE Will & Trust!You will be redirected to the UWE Registration Portal.

Will & Trust Creation in Combination with Select Life Insurance Policies:

Some life insurance carriers offer Will & Trust services as an additional benefit when purchasing specific types of policies or accounts. This option allows you to combine your legacy planning with financial protection for your loved ones. We would be happy to assist you in locating a policy that offers this benefit.

DIY Online Platforms:

Some online services offer basic templates to create a Will and Trust quickly. These can be affordable, but they may not account for specific state laws or complex family situations. We do not offer these at Nicolette Management.

Attorney Services:

Working with an estate planning attorney provides a customized plan tailored to your unique needs, family dynamics, and state-specific regulations. This is often the best choice for larger estates, blended families, or anyone needing more specialized protection.

We do not offer these at Nicolette Management.