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What Is Trust & Will?

Trust & Will is an online estate planning platform designed to make creating, customizing, and storing your legal documents simple and stress-free. Whether you need a will to name guardians for your children, a trust to shelter assets from probate, or help navigating probate on behalf of a loved one, Trust & Will offers intuitive, attorney-backed tools that guide you through every step.

Use cases include:

• Young parents establishing guardianship and asset distribution in a will.
• Homeowners setting up trusts to protect property and streamline transfers.
• Executors managing probate with dedicated support and document templates.
• Anyone who wants a legally valid, state-specific estate plan—fully online.

Features

Trust & Will packs everything you need to plan or update your estate into one user-friendly dashboard. Below are the core features that users praise most.

Guided Online Platform

The heart of Trust & Will is its step-by-step walkthrough. Rather than staring at blank legal forms, you’re led through bite-sized prompts that:

• Ask plain-English questions about your assets, beneficiaries, and preferences.
• Offer tooltips and examples so you never feel lost.
• Automatically save your progress—so you can pause and return any time.

Attorney-Designed Documents

Every document template is crafted by qualified attorneys and customized based on your responses. Key benefits:

• State-specific language ensures compliance with local laws.
• Legal validity guaranteed, giving you peace of mind.
• Professionally reviewed updates as laws change.

Trust Setup

Setting up a trust prevents assets from going through lengthy probate. With Trust & Will:

• You can designate trustees, successor trustees, and beneficiaries.
• The platform ensures proper funding instructions so assets transfer seamlessly.
• Protects your estate from unnecessary delays and legal fees.

Will Creation

A will covers basics like guardianship for minors and asset distribution. Trust & Will makes it easy to:

• Appoint an executor and specify duties.
• List personal and real property, including bank accounts and digital assets.
• Add special bequests or charitable gifts.

Probate Support

If you’re managing someone else’s estate, probate can be overwhelming. Trust & Will’s probate services include:

• A dedicated case manager to guide you through filings.
• Customizable probate court documents based on your jurisdiction.
• Unlimited chat support to answer legal questions quickly.

Pricing

Trust & Will offers clear, transparent pricing—no hidden fees. Here’s a breakdown of each plan:

• WILL: Perfect for simple estates.
  • Price: $99
  • Includes: Last will & testament, guardianship designations, executor assignment.
• TRUST: Ideal for asset protection.
  • Price: $259
  • Includes: Revocable living trust, funding instructions, successor trustee naming.
• COMBO: Our most popular bundle.
  • Price: $329
  • Includes: Living trust + will + letters of intent.
• PROBATE: For settling estates.
  • Price: $899 flat fee
  • Includes: Probate management, court filings, dedicated case manager.

All plans come with unlimited edits, secure cloud storage, and lifetime access.

Trust & Will’s flexible pricing means you pay only for what you need—no surprises at checkout.

Benefits to the User (Value for Money)

Choosing Trust & Will delivers more than just documents; you get lasting value:

• Comprehensive Legal Protection: With attorney-drafted templates, you avoid costly mistakes that can derail your estate plan.
• Time Savings: The guided platform cuts planning time to under an hour, versus days filling out forms.
• Cost Efficiency: Up to 75% cheaper than hiring a traditional estate attorney.
• Peace of Mind: Knowing everything is state-specific and legally valid lifts a major burden off your shoulders.
• Unlimited Updates: Life changes? Edit your documents any time at no extra cost.

Customer Support

Trust & Will’s support team is known for being responsive and knowledgeable. You can reach out via email, live chat, or phone. They offer one-on-one consultations with licensed attorneys if you need detailed legal advice beyond the DIY platform.

Whether you have a quick question about naming a guardian or need help during probate, support staff aim to respond within minutes. Their unlimited chat and technical assistance ensure you’ll never feel stuck when configuring your estate plan.

External Reviews and Ratings

Across independent review sites, Trust & Will boasts an average rating of 4.7 out of 5 stars. Users praise its intuitive interface and cost savings. On Trustpilot, reviewers highlight:

• “Super easy to use, even for someone with no legal background.”
• “Saved me thousands compared to my local attorney.”
• “The guided questions made everything crystal clear.”

Some constructive criticisms mention occasional delays in probate case manager responses. Trust & Will has since expanded staffing to address these concerns, cutting average response times by 40% over the last six months.

Educational Resources and Community

Trust & Will isn’t just a document generator; it’s a learning hub. They maintain a blog covering topics like estate planning strategies, trust vs. will comparisons, and tax implications. Video tutorials walk you through each section of your plan, from naming beneficiaries to funding a trust.

Active user forums and Facebook groups allow you to connect with other planners, share tips, and get real-world advice. Plus, their comprehensive FAQ and deep-dive guides ensure you can self-service any question at any hour.

Conclusion

Wrapping up, Trust & Will offers a robust, attorney-backed online estate planning solution at a fraction of the cost of traditional methods. Its guided platform, clear pricing, and responsive support make it ideal for busy families, homeowners, and executors alike.

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