Switching from a will-based plan to a trust-based plan is often possible, though the process and any additional cost can depend on your current plan and how much of the questionnaire you've already completed. Contact support to confirm your specific options.
General information
- Some information from your will questionnaire may carry over if you switch to a trust plan.
- A trust plan is generally priced differently than a will plan, so an upgrade may involve an additional cost.
- Support can confirm the current process for switching plans on your specific account.
Service steps to consider
- Contact support to ask about switching from your current plan.
- Confirm what information carries over and any additional cost involved.
- Complete any additional questionnaire sections specific to a trust.
Quick check
- Have I contacted support about switching plans?
- Do I understand any additional cost involved?
How Complete Wills can help
Complete Wills' account and support tools are built to make this kind of change manageable. Support can look at your specific account and questionnaire progress to explain what switching from a will plan to a trust plan would involve, including what carries over and any price difference, so you can make an informed decision before switching.
Important limits
- Specific switching options and any added cost can change over time and should be confirmed directly with support.
DRAFT - This article is newly written and has not yet been verified against a live Complete Wills source or fact-checked by the Complete Wills team. Confirm all details, especially pricing, attorney-support terms, and state availability, before publishing. Prepared September 14, 2026.
