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What Is Trust & Will?

Trust & Will is an online estate planning service designed to simplify the creation, editing, storage, and sharing of legally valid wills, trusts, and other estate documents. Built by licensed attorneys and customized for each user’s state and personal circumstances, it aims to remove the confusion and cost traditionally associated with estate planning. Whether you’re setting up your first will, establishing a trust to protect assets, or navigating a probate process, Trust & Will covers it all with an intuitive guided platform.

Features

Trust & Will comes jam-packed with features that guide you step by step, ensure legal compliance, and protect your loved ones’ future. Here are the highlights:

Guided Online Platform

The heart of Trust & Will’s service is its user-friendly web interface. You’re led through each document in bite-sized tasks, so you never feel overwhelmed.

– Interactive questionnaires help you input personal information, family details, and asset lists.
– Real-time validation checks to ensure you haven’t missed any critical fields.
– Intuitive navigation lets you pause and return at any time without losing progress.

Attorney-Built Documents

All estate plans are drafted by qualified attorneys, then tailored by you to reflect your wishes and state laws.

– State-specific templates ensure compliance across different jurisdictions.
– Customizable clauses let you define guardianship, asset distribution, and trustee powers.
– Optional one-on-one attorney review for an additional layer of confidence.

Secure Cloud Storage & Collaboration

Your documents are stored with bank-level encryption, so only authorized parties can access them.

– Invite family members or executors to view or download documents securely.
– Automatic backups prevent data loss, even if your device is damaged or stolen.
– Version history tracks edits, ensuring you can revert changes if needed.

Trust Setup & Probate Assistance

Setting up a revocable living trust can save your loved ones from lengthy probate. Trust & Will streamlines the trust-creation process.

– Step-by-step guidance for funding your trust with real estate, investments, and personal property.
– Probate support tools to expedite filing petitions and obtaining legal letters.
– Dedicated case manager available if you hit any snags during probate.

Unlimited Chat & Technical Support

Whenever you have a question—legal or technical—a support agent is ready to help.

– Live chat available during business hours for immediate answers.
– Email support for detailed inquiries, typically answered within 24 hours.
– Phone assistance for complex issues or one-on-one consultations.

Pricing

Choosing the right plan depends on your goals and the complexity of your estate. Here’s a quick rundown of the core offerings:

1. Simple Will Plan
– Price: $39 one-time fee
– Best for: Individuals with basic assets and no minor children.
– Includes: Single Last Will & Testament, digital storage, unlimited edits.

2. Living Trust & Will Bundle
– Price: $149 one-time fee
– Best for: Homeowners, parents, or anyone seeking to avoid probate.
– Includes: Revocable Living Trust, Last Will & Testament, Testamentary Guardianship, Digital Vault.

3. Complete Estate Plan
– Price: $249 one-time fee
– Best for: High-net-worth families or those requiring advanced estate planning.
– Includes: All documents in the bundle plus HIPAA Authorization, Healthcare Power of Attorney, Financial Power of Attorney.

All plans come with free updates, compliance checks, and secure document storage for life. And don’t forget—when you Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today, you’re locking in these services at an even more attractive price.

Benefits to the User (Value for Money)

Trust & Will delivers exceptional value by combining legal expertise, cutting-edge technology, and customer support under one roof. Here’s how you benefit:

– Clarity for Loved Ones
Your family will know exactly what you wanted, eliminating confusion and disputes after you’re gone.
– Time Savings
Complete your entire estate plan in under an hour—no endless lawyer appointments required.
– Cost Efficiency
Pay a one-time fee versus thousands for traditional estate planning attorneys.
– Flexibility
Update your documents at any time as laws change or your circumstances evolve.
– Legal Compliance
Documents are drafted and reviewed for compliance in your state, reducing the risk of invalidation.
– Peace of Mind
Enjoy the assurance that your assets and wishes are protected, no matter what the future holds.

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Customer Support

I’ve found Trust & Will’s customer service to be both responsive and comprehensive. Whether I had a straightforward question about document formatting or a deeper inquiry into state-specific clauses, their email and chat teams provided detailed, helpful answers within hours. For more complex matters, I was able to schedule a phone appointment with an attorney at a reasonable rate.

The support channels include live chat, email, and phone. Live chat typically responds within minutes during business hours, while email inquiries are resolved in under 24 hours. If you opt for a one-on-one attorney review, you’ll receive personalized guidance to ensure your plan aligns with your wishes and legal requirements.

External Reviews and Ratings

On Trustpilot, Trust & Will boasts an average rating of 4.6 out of 5 stars from thousands of reviewers. Customers praise the platform’s ease of use, transparent pricing, and robust legal documentation. One user remarked, “I finished my entire will on my lunch break—couldn’t believe how simple it was!”

On the Better Business Bureau, the company holds an A+ rating. Some negative feedback centers on the occasional complexity of funding a trust and the need for local notaries. Trust & Will has responded by adding detailed video tutorials and partnering with notary services to streamline that process, demonstrating their commitment to continuous improvement.

Educational Resources and Community

Trust & Will maintains a rich library of educational content. Their blog covers topics like estate planning basics, trust funding tips, and how to choose the right executor. You’ll find step-by-step video walkthroughs on setting up a trust, downloadable checklists for gathering necessary documents, and frequent webinars where attorneys answer live questions.

Beyond official resources, there’s an active online community of users sharing best practices, real-world experiences, and estate planning strategies on social media groups and dedicated forums. New users often find those peer insights invaluable for making informed decisions.

Conclusion

Estate planning doesn’t have to be expensive, time-consuming, or intimidating. With Trust & Will’s attorney-crafted documents, intuitive guided platform, and secure storage, you can complete your essential estate planning tasks quickly and affordably. Remember to apply Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today when you check out.

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