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What Is Trust & Will?

Trust & Will is an online estate planning platform that empowers individuals and families to create, update, and store legally valid wills and trusts entirely on their own schedule. Gone are the days of scheduling expensive attorney appointments or combing through confusing legal jargon—Trust & Will’s guided interface walks you through each step with clarity.

Use cases include:

• Establishing a revocable living trust to ensure assets pass smoothly to beneficiaries without probate delays.
• Drafting a will to designate guardianship for minor children, outline asset distribution, and express final wishes.
• Updating existing documents when life events occur: marriage, birth of a child, relocation, or major financial changes.
• Guiding family members through probate with dedicated case management and step-by-step documentation.

Features

Trust & Will’s feature set is built by attorneys and tailored to meet each client’s state-specific requirements. Below is a closer look at what makes this service stand out.

Guided Online Platform

The heart of Trust & Will is its intuitive, browser-based interface. From sign-up to completed documents, you’ll navigate a series of straightforward prompts instead of wrestling with confusing forms.

– Interactive questionnaires that adapt to your answers
– Visual progress indicators so you always know what’s next
– Real-time validation to prevent missing information

Trust Setup

Creating a living trust has never been simpler. The platform explains complex legal concepts in plain English and walks you through transferring your assets into the trust.

– Step-by-step prompts to list bank accounts, property, and investments
– Guidance on naming trustees and successor trustees
– Advice on funding the trust to avoid probate court

Will Writing

Your will is the backbone of any estate plan. Trust & Will’s will builder ensures every critical element is covered, from guardianship to asset distribution.

– Guardian designation for minor children
– Alternate beneficiary assignments if primary beneficiaries predecease you
– Personal wishes section for non-financial directives

Probate Assistance

If you’re settling an estate, Trust & Will can streamline probate with dedicated case management and tailored document preparation.

– Personal case manager assigned to your file
– State-specific probate filing instructions
– Interactive checklists to stay organized during a difficult time

Attorney-Designed Documents

Every template on Trust & Will is crafted by licensed attorneys. That means your will and trust are legally enforceable and compliant with local regulations.

– Regular updates to reflect changes in state laws
– Built-in clauses to handle common estate-planning pitfalls
– Review-ready format for a final attorney consultation if desired

State-Specific Compliance

Laws governing wills and trusts vary by state. Trust & Will detects your jurisdiction and tailors all documents accordingly.

– Automatic jurisdiction selection based on your address
– Local witness and notary requirements integrated into instructions
– Guidance on correct signing and execution procedures

Unlimited Support & Customization

Need to tweak language or clarify a term? Trust & Will offers unlimited chat support with legal professionals and a library of FAQs.

– 24/7 chat and email access to estate planning experts
– Option to schedule one-on-one calls with attorneys
– In-app explanations for every section of your plan

Secure Encryption & Storage

Your sensitive information deserves bank-level protection. Trust & Will secures all data with advanced encryption both in transit and at rest.

– End-to-end AES-256 encryption
– Multi-factor authentication for account access
– Cloud-based backup to prevent data loss

Pricing

Ready to explore the options? Head over to Trust & Will to see live pricing, and remember to apply Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today. Here’s a detailed breakdown of each plan:

• Will Plan
  • Ideal for individuals and couples seeking a basic last will and testament.
  • Pricing: $89 one-time fee.
  • Includes:
    • Last Will & Testament
    • Healthcare Directive & Financial Power of Attorney
    • Unlimited edits for one year
• Trust Plan
  • Perfect for those with substantial assets wanting to avoid probate.
  • Pricing: $149 one-time fee.
  • Includes:
    • Revocable Living Trust
    • Pour-Over Will
    • Successor Trustee Nomination
    • Funding instructions
• Estate Plan Bundle
  • Comprehensive coverage for wills, trusts, and healthcare directives.
  • Pricing: $199 one-time fee.
  • Includes everything in the Will and Trust plans plus:
    • Pet Trust Add-On
    • Digital Asset Add-On
    • Discounted probate guidance
• Probate Plan
  • Designed for executors handling probate after a loved one’s passing.
  • Pricing: $349 one-time fee.
  • Includes:
    • Dedicated case manager
    • All probate forms and filings
    • Live support for court appearances

Benefits to the User (Value for Money)

Trust & Will delivers exceptional value by combining legal expertise with user-friendly tools. Here’s why it’s worth every penny—and then some:

• Significant Cost Savings
  Professional estate planning traditionally costs $1,000 or more. With Trust & Will, you get comprehensive docs from $89–$199, plus an extra discount with Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.
• Time Efficiency
  Skip weeks of attorney appointments. The guided platform cuts completion time to under an hour, ensuring you protect your family without the wait.
• Peace of Mind
  Your documents are legally valid, state-specific, and backed by attorney oversight. Rest easy knowing you’ve dotted every “i” and crossed every “t.”
• Easy Updates
  Life changes—marriage, kids, moves—trigger free edits for one year. Updating your plan is as simple as logging back in and making a few clicks.
• Enhanced Security
  With bank-level encryption, multi-factor login, and secure cloud storage, your estate details stay private and protected for life.

Customer Support

I was impressed by Trust & Will’s commitment to responsive service. Their live chat and email support are staffed by knowledgeable estate planning experts, ready to clarify any question—no legalese required. Most inquiries are answered within minutes, and you’ll never feel left in the dark during critical planning stages.

For those who want a deeper dive, you can schedule one-on-one consultations with licensed attorneys. Whether you need to discuss complex family arrangements or verify a clause, their legal team is accessible via phone or video call. It’s like having your own estate planning firm at a fraction of the cost.

External Reviews and Ratings

Trust & Will consistently earns high marks on consumer review sites. Here’s a snapshot of what real users and experts are saying:

• Trustpilot: 4.6/5 stars from over 3,000 reviews. Customers praise the platform’s simplicity and affordable pricing.
• Better Business Bureau: A+ rating with minimal complaints, mostly resolved within 24 hours.
• Forbes Advisor: Awarded “Best Online Will Services” for 2023 for its guided process and transparent fees.
• Consumer Affairs: 4.4/5 stars, highlighting top-notch customer support and document accuracy.

On the flip side, a few users mention the desire for a mobile app and expanded overseas asset guidance. Trust & Will’s team is already in beta testing a mobile solution and is rumored to introduce international estate planning features soon, so these concerns should be short-lived.

Educational Resources and Community

Trust & Will isn’t just about document generation. They’ve built a robust educational ecosystem to empower you:

• Official Blog: Regular posts cover estate planning tips, legal updates, and real case studies.
• Video Tutorials: Short, step-by-step walkthroughs on key topics like funding your trust or designating guardians.
• Comprehensive Documentation: Glossaries of legal terms, printable checklists, and state-by-state filing instructions.
• User Forums: A growing community where members share experiences, ask questions, and support one another.

Conclusion

At this point, you’ve seen why Trust & Will stands out as an affordable, attorney-backed solution for creating wills, trusts, and navigating probate. The ease of use, combined with rock-solid security and stellar customer support, makes it an unbeatable value.

If you’re ready to safeguard your legacy and give your loved ones clarity, now is the time. Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and lock in this exclusive offer before it expires. Act now—your family’s future depends on it.