Without a valid will or trust, your estate could be tied up in probate, your loved ones left without guidance, and your intentions misinterpreted. Proper documentation prevents legal battles, ensures smooth asset transfer, and brings your family peace when they need it most.

At Ai Merchantry, we help you understand the difference between wills and trusts—and decide which is right for your goals. Through our Fractional Family Planning™ process, we coordinate with your legal team or connect you to trusted partners to draft, review, and align your documents with the rest of your financial strategy.

Our support includes:

Will creation and updates

Revocable & irrevocable trust setup

Trust funding and titling guidance

Integration with life insurance and legacy plans

Coordination with guardianship and healthcare directives

Ongoing reviews to keep everything current

This isn’t about legal documents—it’s about protecting the people and values that matter most.

Your future—and theirs—deserves a clear plan. Let’s make sure your wishes are documented, honored, and protected.