estate planning 2024: Your Ultimate Guide to Online Wills and Trusts with Trust & Will

Searching for the definitive resource on estate planning? You’ve come to the right place. I’ll walk you through everything you need to know—from defining key terms to navigating probate—and show you how Trust & Will can simplify the entire process. Plus, with Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today, setting up your estate plan has never been more affordable.

I know how overwhelming it can be to get your affairs in order. You want clarity, security, and peace of mind for your loved ones. Trust & Will has helped thousands of families create state-specific, legally valid documents in minutes. Whether you need a Will, a Trust, or probate guidance, I’ll show you how our guided online platform and expert attorneys make estate planning straightforward and stress-free.

What is Trust & Will?

Trust & Will is an online estate planning platform designed to help you create and manage your Will or Trust with ease. Built by attorneys and tailored to your state’s laws, Trust & Will walks you through each step in a simple, guided process. You’ll answer questions about your assets, beneficiaries, and guardians, and get a legally valid document ready to sign and store—no lawyer appointments required.

estate planning platform overview

Founded to make estate planning accessible, Trust & Will launched with a mission to eliminate confusion, high fees, and lengthy attorney appointments. Since its inception, the company has helped over 100,000 families protect their legacies. With intuitive online tools, unlimited editing, and optional attorney support, Trust & Will has become a market leader in digital estate planning.

Over the years, Trust & Will has introduced features like a dedicated case manager for probate, bank-level encryption for secure document storage, and state-specific guidance to ensure legal compliance. Their commitment to transparency and affordability means you know exactly what you’re paying for—no hidden fees.

Pros and Cons

Pros: Intuitive guided platform makes estate planning simple even for beginners.

Pros: Documents built and reviewed by licensed attorneys to ensure legal validity.

Pros: State-specific customization covers unique local laws and requirements.

Pros: Unlimited edits let you update your Will or Trust as your life changes.

Pros: Affordable pricing with transparent plans and no surprise fees.

Pros: Secure, bank-level encryption keeps your information safe.

Pros: Optional one-on-one attorney support for expert guidance.

Cons: Online format may not suit extremely complex or high-net-worth estates requiring bespoke legal counsel.

Cons: Some users may prefer in-person meetings with attorneys for peace of mind.

Features

Trust & Will offers a range of features tailored to both first-time planners and those settling an estate.

Guided Will Creation

Answer simple questions about your assets, beneficiaries, and guardians to build a personalized Will.

• Select guardians for minors or pets.
• Specify asset distributions clearly.
• Review and download your legally valid Will in minutes.

Comprehensive Trust Setup

Create a revocable living Trust to avoid probate and keep your affairs private.

• Protect assets for beneficiaries immediately.
• Avoid time-consuming and costly probate court proceedings.
• Ensure seamless transfer of property and investments.

Probate Assistance

Facing probate after a loved one’s passing? Get support from a dedicated case manager.

• Step-by-step guidance through court filings.
• Custom documents and templates designed by attorneys.
• Unlimited chat and phone support to resolve questions fast.

Unlimited Updates

Your life changes—and your estate plan should too. Update your documents anytime at no extra cost.

Secure Document Storage

All of your plans are stored with bank-level encryption for total confidentiality.

Trust & Will estate planning Pricing

Simple, transparent pricing means you choose the plan that fits your needs and budget.

Will Package

Starting at $89

Ideal for individuals or couples wanting a basic Will and healthcare directives.

• State-specific Will and healthcare power of attorney.
• Unlimited edits and updates.
• Secure digital storage.

Trust Package

Starting at $229

Ideal for families seeking to avoid probate and protect assets for beneficiaries.

• Revocable living Trust.
• Trust funding instructions.
• Will, healthcare directives, and financial power of attorney.

Probate Package

Starting at $299

Ideal for executors handling the estate of a deceased loved one.

• Dedicated case manager.
• All necessary probate forms and instructions.
• Unlimited attorney support via chat and phone.

Trust & Will Is Best For

Whether you’re planning ahead or settling an estate, Trust & Will has a plan tailored to you.

Young Families

Ensure minor children and pets are cared for by named guardians.

New Homeowners

Protect real estate investments and specify how your home will pass to heirs without probate delays.

Busy Professionals

Complete your estate plan on your schedule with a user-friendly online tool.

Estate Executors

Get dedicated probate support and templates to simplify court proceedings.

Benefits of Using Trust & Will for estate planning

• Clarity for Loved Ones: Eliminate guesswork and disputes by defining your wishes clearly.
• Cost Savings: Avoid lawyer retainers and probate fees with affordable flat-rate plans.
• Time Efficiency: Complete your plan in under 30 minutes from any device.
• Peace of Mind: Know your family’s future is secure with legally valid documents.
• Flexibility: Update your plan at any time as life events occur.

Customer Support

The Trust & Will support team is known for rapid response times and knowledgeable assistance. Whether you have a simple question about document storage or need in-depth legal clarification, you’ll be connected with an expert advisor.

Support is available via unlimited chat, email, and phone. For probate clients, you’ll also have a dedicated case manager guiding you through each court form and deadline.

External Reviews and Ratings

Most users praise Trust & Will for its intuitive interface and affordability. Many highlight how quickly they could create a Will or Trust without leaving home. Common positive feedback includes the clarity of instructions and the peace of mind gained.

A few users mention a desire for more in-person attorney options or advanced estate planning tools for very high-net-worth estates. Trust & Will continues to expand its offerings and attorney network to address these needs.

Educational Resources and Community

Trust & Will offers a robust blog filled with articles on inheritance laws, guardianship considerations, and tax implications. Webinars and video tutorials guide you through complex topics like Trust funding and probate procedures. A growing community forum connects you with other planners to share experiences and tips.

Conclusion

Planning your estate doesn’t have to be daunting. With Trust & Will, you get a guided, attorney-built platform that covers Wills, Trusts, and probate support—all at transparent prices and with flexible editing. Whether you’re just starting your estate plan or tasked with settling a loved one’s affairs, Trust & Will provides clarity and security every step of the way.

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