Searching for the ultimate guide to trusts and estates? You’ve come to the right place. Trust & Will is the easiest way to create, edit, store, and share your state-specific estate planning documents online. In this comprehensive guide, I’ll walk you through everything you need to know about trusts and estates and show you how Trust & Will can protect your legacy.

What is Trust & Will?

Trust & Will is an online estate planning platform built by attorneys and customized by you. It helps individuals and families draft legally valid wills, trusts, and related documents tailored to state laws. By guiding you step by step, Trust & Will removes the complexity of probate and ensures your assets and loved ones are protected.

Trust & Will Overview

I started using Trust & Will after realizing traditional estate planning was slow, expensive, and confusing. Founded in 2017, its mission is to democratize estate planning by offering clear, affordable solutions. Since then, it has helped tens of thousands of families draft wills and trusts without ever stepping into a lawyer’s office.

Over the years, Trust & Will has added features like unlimited edits, bank-level encryption, and probate support. It now offers tailored plans for wills, living trusts, and post-death probate assistance. Their guided platform, backed by licensed attorneys, ensures your estate plan stays current as laws and personal circumstances change.

Pros and Cons

Pros:

– Simplified, guided platform speeds up document creation.

– Legally valid, state-specific plans drafted by attorneys.

– Unlimited edits and updates at no extra cost.

– Secure storage with bank-level encryption.

– Clear, affordable pricing for every family budget.

– Dedicated probate support with a personal case manager.

Cons:

– No in-person meetings for customers who prefer face-to-face interactions.

– Advanced complex trusts (like dynasty trusts) may require specialized legal advice beyond the platform’s scope.

Features

The platform offers a range of robust features designed to simplify trusts and estates planning. Each feature is explained below.

Guided Online Will Creation

Answer simple questions, and Trust & Will generates a legally valid will. You’ll specify guardians for minor children, decide on asset distribution, and name executors.

• Step-by-step questionnaire
• State-specific legal language
• Unlimited revisions

Living Trust Setup

Create a revocable living trust to avoid probate. You fund the trust with assets, name trustees, and outline distribution instructions.

• Protects assets from probate delays
• Ensures privacy—trust documents aren’t public record
• Easy updates as life circumstances evolve

Secure Document Storage

All your estate planning documents are stored in encrypted cloud storage, accessible anytime. You can download or share PDFs with loved ones and advisors.

• Bank-level encryption
• Automated backups
• 24/7 online access

Probate Support

If you’re settling an estate, a dedicated case manager guides you through probate. The platform provides step-by-step checklists and document templates.

• Personalized case management
• State-specific probate forms
• Unlimited chat and technical support

Trust & Will Pricing

Trust & Will offers transparent pricing tailored to your needs. Choose the plan that fits your estate planning goals and budget.

Will Plan

Price: $99
Ideal for individuals needing a basic will.

• Online guided will creation
• Unlimited updates
• Secure document storage

Trust Plan

Price: $199
Best for families seeking to avoid probate.

• Revocable living trust setup
• Will, power of attorney, healthcare directive
• Unlimited updates and storage

Estate Plan Bundle

Price: $299
Comprehensive package for wills, trusts, and probate support.

• Everything in Will and Trust plans
• Dedicated probate case manager
• Unlimited chat with attorneys

Trust & Will Is Best For

Whether you’re just starting your first estate plan or settling a loved one’s affairs, Trust & Will has a solution for you.

Young Families

Ensure a trusted guardian for your children and outline inheritance details without probate delays.

Retirees

Protect your hard-earned assets, minimize estate taxes, and make your legacy clear to heirs.

Executors and Trustees

Access state-specific forms and expert guidance when navigating probate or administering trusts.

Benefits of Using Trust & Will

• Clarity: Lay out your wishes in plain language while meeting all legal requirements.
• Convenience: Complete your plan entirely online on your own schedule.
• Cost-effective: Skip expensive attorney fees with affordable flat rates.
• Security: Protect your documents with bank-level encryption.
• Support: Get unlimited chat assistance and one-on-one attorney consultations.

Customer Support

Trust & Will offers responsive support through live chat, email, and phone. Agents are available during business hours to answer technical questions and guide you through the platform.

For legal questions, you can schedule one-on-one consultations with licensed attorneys. Whether you need clarification on trust provisions or probate procedures, expert advice is just a message away.

External Reviews and Ratings

Reviewers praise Trust & Will for its intuitive interface and affordability. Many highlight how quickly they completed a will or trust compared to traditional law firms. Customers appreciate unlimited updates and the peace of mind that comes with attorney-drafted documents.

Some users mention a desire for more complex trust options, but the team is continually expanding features. When complexities arise, additional attorney consultations are available to ensure every need is met.

Educational Resources and Community

Trust & Will maintains an active blog with articles on estate planning strategies, probate tips, and updates to state laws. You’ll find tutorials, checklists, and webinars designed to deepen your understanding of trusts and estates.

Community forums connect you with other users to share experiences and best practices. Regular Q&A sessions with estate planning attorneys help you stay informed about emerging trends and legal requirements.

Conclusion

Planning your trusts and estates doesn’t have to be complicated or expensive. With Trust & Will, you get attorney-built, state-specific documents you can create, update, and store online. Plus, you’ll enjoy unlimited edits, secure storage, and personalized probate support whenever you need it.

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