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What is Trust & Will?

Trust & Will is an online estate planning platform designed to streamline the process of creating legally binding wills and trusts. By answering guided questions, you customize documents that reflect your specific needs and comply with state laws. Whether you’re drafting your first will or setting up a trust to avoid probate, Trust & Will delivers clarity and peace of mind for your trusts and estates strategy.

Trust & Will Overview

Founded in 2017, Trust & Will set out to modernize estate planning by making it accessible, affordable, and secure. The company’s mission is to replace outdated paper forms and sky-high attorney fees with a user-friendly, digital alternative.

Since launch, Trust & Will has grown rapidly—expanding its services to cover all 50 states, partnering with financial institutions, and earning over 4.8 stars from thousands of customers. Today, it remains committed to innovation, adding features like probate management and one-on-one attorney support.

Pros and Cons

Pros – Ease of Use: The guided platform breaks complex estate planning into simple steps, so you can complete your documents in under 20 minutes.

Pros – State-Specific Documents: Forms are customized to meet the legal requirements of your state, reducing the risk of invalid or outdated paperwork.

Pros – Secure Storage: All data is protected with bank-level encryption, ensuring confidential details about your assets and beneficiaries remain safe.

Pros – Cost-Effective: Plans start at under $100, a fraction of what traditional attorneys charge for basic estate documents.

Pros – Probate Assistance: If a loved one passes, Trust & Will offers dedicated case management to navigate probate quickly and affordably.

Pros – Attorney Support: Unlimited chat with estate planning experts ensures you get answers when you need them.

Cons – Limited In-Person Consultation: While online chat is robust, you won’t get face-to-face meetings with an attorney unless you pay for a separate consultation.

Cons – No Cryptocurrency Asset Management: Currently, Trust & Will doesn’t integrate wallets or digital assets planning into its platform.

Cons – DIY Approach Required: Users must accurately input details; incorrect information could lead to legal issues without an attorney review.

Features

Trust & Will’s feature set caters to every aspect of your trusts and estates plan, from creation to storage and future updates.

Guided Questionnaire

Step-by-step prompts ensure you cover guardianship, asset distribution, and executor duties.

• Contextual help text for complex terminology
• Progress indicators so you know how much is left
• Save and return at any time to complete your plan

State-Specific Legal Documents

Documents automatically adjust to your state’s laws, ensuring enforceability.

• Will or Trust tailored to local statutes
• Estate tax guidance for applicable states
• Regular updates when laws change

Secure Digital Vault

Safeguard your documents and share access with loved ones instantly.

• Bank-level encryption and multi-factor authentication
• Unlimited cloud storage for your estate files
• Secure sharing links for executors and beneficiaries

Probate Case Management

If you lose a loved one, get step-by-step assistance through probate.

• Dedicated case manager to answer your questions
• Document preparation and filing guidance
• Transparent fee structure with no hidden costs

One-on-One Attorney Support

Connect with licensed estate planning attorneys for expert advice.

• Unlimited chat support
• Optional attorney review services
• Custom amendments and trust funding guidance

Trust & Will Pricing

Choose a plan that fits your needs and budget, with no surprise fees.

Will Plan

Price: $89
Ideal for individuals looking to draft a basic will.

• Simple Will document
• Health care directive and power of attorney
• Unlimited edits for one year

Trust Plan

Price: $159
Ideal for those with significant assets or multiple beneficiaries.

• Revocable living trust
• Will, health care directive, power of attorney
• Trust funding checklist

Complete Estate Plan

Price: $259
Best for comprehensive protection and probate avoidance.

• All documents from Trust Plan
• Probate case management
• Dedicated support from estate planning attorneys

Trust & Will Is Best For

Whether you’re just starting or settling an estate, Trust & Will has you covered.

Young Families

Secure guardianship for minors and ensure a smooth asset transfer.

Empty Nesters

Revisit your plans after life changes—marriage, divorce, or retirement.

Estate Executors

Get probate support and document management to streamline your responsibilities.

Seniors

Maintain clarity on health care directives and power of attorney arrangements.

Benefits of Using Trust & Will

Integrating Trust & Will into your trusts and estates plan delivers:

• Time Savings: Skip lengthy attorney consultations and file documents instantly.
• Cost Efficiency: Access full estate plans for a fraction of traditional fees.
• Legal Assurance: Attorney-reviewed templates customized for your state.
• Flexibility: Update your documents at any time with no extra cost.
• Peace of Mind: Secure storage and easy sharing keep everyone informed.

Customer Support

Trust & Will’s support team is renowned for fast, friendly service. You can access help via unlimited in-platform chat, email, or phone, with most inquiries answered within one business day.

If you’re navigating probate after a loved one’s passing, you’ll also have a dedicated case manager guiding you through each step. That personal touch makes a difficult process feel manageable.

External Reviews and Ratings

Users consistently praise Trust & Will for its intuitive interface and transparent pricing. Many highlight the smooth document generation process and the comfort of having attorney-backed templates. On Trustpilot, the service holds over 4.8 stars, with thousands of positive testimonials.

A few users mention a desire for more in-depth financial planning tools and face-to-face attorney options. Trust & Will has addressed this by expanding its resource library and offering optional attorney consultations at additional cost.

Educational Resources and Community

Beyond the platform, Trust & Will hosts an extensive blog covering advanced topics in trusts and estates, from tax implications to digital asset planning. Regular webinars and video tutorials break down complex legal concepts into bite-sized lessons. A vibrant online community forum lets you connect with other estate planners, share insights, and learn best practices.

Conclusion

Effective trusts and estates planning doesn’t have to be complicated or expensive. With Trust & Will, you get a streamlined, attorney-backed experience that evolves with your life changes. From setting up a living trust to navigating probate, the platform has the tools and support you need.

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