Skip to main content

Back to portal

Sign in

Search

Ethos Life
Estate Planning
Estate Planning Frequently Asked Questions

Estate Planning Frequently Asked Questions

This will provide information on the most frequently asked questions.

How is this different from other estate planning tools?
How do I log in to the estate portal?
Can I create a Will and Trust on behalf of someone?
Can I keep my estate planning account if I cancel my life insurance policy (or if the policy lapses)?
Do I need to have my document notarized?
If I move to a state where you do not provide estate planning, will my tools still be active?
Can you provide me with general information?
How do I download my documents?
When/where do I list my house, cars, RV, etc so that it is included in my trust?
Do I need to list a guardian?
How do I fund the trust? / How to add assets like 401K, banks, IRA, stocks and accounts?
How do I disinherit or not include a child to have access to any of my estate?
If I start another term policy, will I continue to have those services?
I just started my Will, but I need to stop and pick it up later. When I log back in, will it remember what I have completed thus far?
How do I change the relationships of my family members?
If I have a POA, Legal Will, Trust, and healthcare directive documents notarized, do I need to upload them, and am I allowed to change these in the future?
Do I have to add my trust’s name to all my financial accounts, or is it better to add the trust as a beneficiary?
What is the best way for married couples to navigate this app? Does each person have to make their own, and each person has to pay for the package? Is it possible to get a joint will?
Do I need to list all of my valuables and designate who they will go to?
How can I add the location of my heirs?
Why is there an automatic 30% and 70% distribution?
Is the will revocable?
How do I equally distribute my valuables?
Do we provide estate settlement services?
Can a client add Real Estate to a Trust?
Is it mandatory for a customer to have two witnesses for documents?
Can a client add a child but not list a guardian for them?
How do I add LLC to Will?
Is there a way to have it so that the money that is in the estate is used to fund a home for kids?
Can we add a Charitable Organization as a beneficiary on the Legal Will?

Next
Last

Powered by Zendesk