The primary distinction between a will and a trust lies in their function and timing. A will is a legal document that takes effect after death, specifying how assets should be distributed. A trust, on the other hand, can be active during one's lifetime and continue after death, providing more control over asset distribution and potentially avoiding probate.

An appointment is not required. However, scheduling one in advance may ensure you receive dedicated time and attention for your legal matters.

While it's possible to include such instructions, we generally advise against it. Funeral services are typically conducted before the will is read, which may result in your wishes not being known or followed in time.