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What Is Trust & Will?

Trust & Will is an online estate planning platform designed to help individuals create, customize, and manage legally valid wills and trusts without stepping foot in a lawyer’s office. It caters to anyone looking to:

• Establish clear instructions for asset distribution
• Appoint guardians for minor children
• Avoid probate delays and fees
• Access secure, state-specific legal documents

Whether you’re just starting your family, approaching retirement, or managing an inheritance on behalf of a loved one, Trust & Will simplifies every step. The platform walks you through a guided questionnaire, tailoring each document to your circumstances and ensuring compliance with state laws. Beyond drafting, it offers ongoing updates, storage, and expert support so your plan stays current as life evolves.

Features

Trust & Will packs a suite of features to cover every angle of estate planning. Below, I break down the most impactful components that set this service apart from legacy methods and other online competitors.

Guided Online Platform

The intuitive interface transforms a traditionally complex legal process into a step-by-step experience. No legal jargon overload—just clear questions, helpful tips, and real-time previews.

• Progress tracking so you always know what’s left to complete
• Contextual explanations to demystify legal terms
• Auto-save functionality to pick up where you left off

Customizable Trust and Wills

Every family is unique, and cookie-cutter documents rarely cover every scenario. With Trust & Will, you can tailor both wills and trusts to reflect your wishes precisely.

• Choose beneficiaries, allocations, and contingencies
• Add special instructions for heirlooms, pets, or digital assets
• Criteria-based distributions (e.g., age-based release of funds)

State-Specific Legal Compliance

Estate laws vary widely from state to state. Trust & Will automatically adjusts your documents to meet the exact requirements where you live, ensuring they’re valid and enforceable.

• Automatic formatting for witnessing and notarization
• Incorporation of state statutes and signature rules
• Regular updates to reflect legislative changes

Secure Cloud Storage

Once your will or trust is complete, Trust & Will stores it in an encrypted online vault. It’s accessible any time, from anywhere, and protected by bank-level security.

• 128-bit SSL encryption in transit
• AES-256 encryption at rest
• Multi-factor authentication for account access

Dedicated Probate Support

If you’re handling a loved one’s estate, probate can feel overwhelming. Trust & Will’s probate package provides hands-on tools and a dedicated case manager to guide you through each step.

• Personalized timeline and checklist
• One-on-one case management for court filings
• Document templates for heirs, creditors, and courts

Unlimited Expert Input

Need clarification on a specific clause? Rather than guessing, you can tap into unlimited chat and email support from the platform’s network of estate-planning attorneys.

• Fast responses via live chat or email
• Optional 30-minute video consultations
• Guidance on complex family situations or business succession

Pricing

Trust & Will offers clear, budget-friendly tiers so you can select the plan that matches your needs without any hidden fees. Here’s a breakdown of each option—remember, you can grab your discount when you visit Trust & Will and apply the code at checkout.

• Will Plan – $89
  Ideal for individuals or couples seeking a basic will. Includes:
  • Customizable will template
  • Executor and guardian appointments
  • Digital storage and future edits
• Trust & Will Bundle – $349
  Perfect for those wishing to avoid probate altogether. This comprehensive package features:
  • Revocable living trust
  • Will, health care directive, and power of attorney
  • Secure cloud vault and unlimited updates
• Probate Package – $399 (one-time fee)
  Best for estate executors or administrators. The plan includes:
  • Dedicated case manager
  • Step-by-step probate checklist
  • All required probate court forms

Benefits to the User (Value for Money)

Opting for Trust & Will isn’t just about getting documents—it’s about peace of mind, flexibility, and savings. Here’s how users benefit:

• Significant Savings
  No hourly attorney fees. A flat, transparent price that often costs a fraction of traditional legal services.
• Time Efficiency
  Complete your plan in under an hour. Skip multiple law-office visits and waiting periods.
• Ongoing Updates
  Life changes? You can revise your documents any time at no extra cost, keeping your plan current.
• Enhanced Security
  Bank-grade encryption protects your sensitive information and last wishes.
• Support When You Need It
  Unlimited expert chat and optional consultations mean no questions go unanswered.
• Reduced Family Stress
  Clear, legally sound instructions reduce disputes and confusion at difficult times.

Customer Support

Trust & Will prides itself on responsive customer service. Whether you run into a technical hiccup or need help understanding a clause, the support team is ready to assist via live chat, email, or phone. Typical response times are under an hour for chat inquiries and within one business day for email tickets.

For deeper legal guidance, you can schedule a one-on-one session with an estate-planning attorney. These consultations are designed to clarify complex situations—like blended families or business succession plans—and ensure confidence in every decision. Dedicated probate case managers are also on hand to shepherd you through court requirements and paperwork.

External Reviews and Ratings

Across third-party review sites, Trust & Will earns an average rating of 4.7 out of 5 from thousands of users. On Trustpilot, users praise the platform’s ease of use and swift customer support. One reviewer noted, “I had my trust set up in 45 minutes—and the support team walked me through notarization.” On ConsumerAffairs, customers highlight the affordability compared to local attorneys.

Critics occasionally mention minor delays in probate document processing or desired enhancements in the user interface. Trust & Will has addressed these points by expanding its case management team and rolling out UI updates that streamline menu navigation. Regular software releases reflect the company’s commitment to continuous improvement.

Educational Resources and Community

Trust & Will doesn’t stop at document creation. They offer a robust resource center packed with:

• In-depth articles on estate planning strategies
• Video tutorials that walk through each step of the will and trust setup
• Downloadable checklists for asset inventories and beneficiary planning

Beyond official resources, there’s an active online community—Facebook groups and forums—where users share experiences, tips, and best practices. Monthly webinars hosted by estate attorneys dive into specialized topics like tax considerations, digital asset management, and multi-state planning. Subscribing to the newsletter keeps you informed about legal updates and platform enhancements.

Conclusion

In summary, Trust & Will delivers a powerful, secure, and cost-effective way to handle estate planning—all without compromising legal rigor or support. By streamlining wills, trusts, and probate services into one guided platform, it brings clarity and comfort to a process that many find intimidating. Take advantage of this exclusive saving at Trust & Will and ensure your legacy is protected for generations.

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