How to Leave Your Business In Your Will or Trust

Building a business takes vision, grit, and years of commitment. But what happens when you're no longer at the helm is just as important as how you got there. A thoughtful succession plan isn’t just paperwork—it’s peace of mind for your family, your partners, your employees, and your legacy.

This guide has walked you through the essential elements: the difference between wills and trusts, choosing the right exit strategy, funding the transition, and preparing legal documents that protect everyone involved. You've seen how a lack of planning can create chaos, and how even a basic plan can prevent disputes, reduce taxes, and ensure business continuity.

Your next step is action.

Meet with professionals. Make decisions early. Communicate clearly. Keep your plan updated as your life and business evolve. Whether you plan to sell, transfer, or wind down, what matters most is that you control the outcome—not the courts, not chance, and not conflict.

Succession isn’t just about ending something. It’s about starting the next chapter—on your terms.