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Estate planning can feel overwhelming—navigating legal jargon, worrying about probate, and ensuring your loved ones are cared for. I’ve been there, and that’s why I trust the guided platform from Trust & Will. Their tools are built by attorneys, updated for every state, and backed by expert support. Read on to discover how estate planning can be effortless, affordable, and secure.

What is Trust & Will?

Trust & Will is an online estate planning platform designed to simplify the creation, editing, storage, and sharing of your will and trust documents. Whether you’re building a basic will or a comprehensive trust, Trust & Will guides you through each step with intuitive questions, clear explanations, and bank-level encryption to keep your information secure.

Trust & Will Overview

Founded with the mission to make estate planning accessible and stress-free, Trust & Will has grown rapidly since its inception. The platform was created by attorneys who understood how confusing traditional estate planning could be and wanted to bring clarity to families everywhere.

Over the years, Trust & Will has helped thousands of customers build personalized estate plans that meet specific state laws. Their commitment to clarity, affordability, and ongoing support has earned them recognition in legal and financial publications, as well as top ratings on review platforms.

Today, Trust & Will continues to innovate, adding new features and resources—from probate assistance to unlimited chat support—so you can keep your plan up to date as your life evolves.

Pros and Cons

Pro: Guided, step-by-step platform removes guesswork and legal jargon.

Pro: Legally valid documents customized to your state’s laws.

Pro: Bank-level encryption ensures your personal data stays secure.

Pro: Ability to create, edit, store, and share documents online.

Pro: Optional attorney review and one-on-one support available.

Pro: Clear, affordable pricing with budget-friendly plans.

Con: Limited to estate planning documents; doesn’t handle business incorporation.

Con: Online format may not suit those who prefer in-person meetings exclusively.

Con: Some advanced features require a higher-tier plan or add-on fees.

Features

Trust & Will offers a comprehensive suite of features designed to cover every aspect of estate planning. Below are the key capabilities that make the platform stand out.

Guided Online Platform

The intuitive questionnaire leads you through each section, breaking complex legal topics into bite-sized tasks. You’ll answer clear questions about beneficiaries, assets, guardianship, and more, ensuring you don’t miss critical details.

• State-specific document customization
• Contextual explanations for legal terms
• Progress tracking to pick up where you left off

Set Up a Trust

Trust formation is streamlined to protect assets and avoid probate delays. You can choose between revocable or irrevocable trusts, designate trustees, and specify distribution rules.

• Reduces probate time and costs
• Protects assets from creditors
• Maintains privacy—trust documents aren’t public record

Write a Will

Create a legally binding will that covers guardianship for minor children, asset distribution, and caretaker appointments. The platform helps you address common scenarios so your wishes are clear and enforceable.

• Guardian assignments for minor dependents
• Alternate beneficiaries to prevent asset disputes
• Personal property and digital asset directives

Probate Assistance

If you’re settling an estate, Trust & Will’s probate tools and dedicated case managers guide you through court procedures, filings, and deadlines, reducing stress during a difficult time.

• Step-by-step guide to probate court
• Dedicated case manager for personalized support
• Document templates and filing checklists

Secure Storage and Sharing

All your documents are encrypted and stored in a secure online vault. You can grant access to family members, executors, or attorneys with just a few clicks.

• Bank-level encryption and secure backups
• Access logs to track who views your files
• Easy sharing via secure email link

Trust & Will Pricing

Trust & Will offers transparent, budget-friendly plans that scale with your needs. Each plan includes unlimited edits and document storage.

Will Plan

Price: $89

Ideal for individuals needing a basic will.

• Customizable will document
• Guardian designation
• Digital asset instructions

Trust Plan

Price: $199

Ideal for those who want to avoid probate and protect assets.

• Revocable living trust setup
• Trustee and successor trustee assignments
• Pour-over will

Complete Estate Plan

Price: $259

Perfect for comprehensive coverage of wills, trusts, and probate help.

• Will Plan + Trust Plan
• Probate assistance with case manager
• Attorney phone review session

Trust & Will Is Best For

Trust & Will serves a wide range of individuals and families. Below are some of the audiences who benefit most.

Young Families

Young parents can appoint guardians and ensure financial security for children in case of unexpected events. The guided platform makes complex legal decisions approachable.

Retirees

Seniors looking to transfer assets smoothly and minimize probate delays will appreciate the trust options and clear, state-by-state compliance.

Small Business Owners

Business owners can designate successors, protect business assets, and ensure continuity without prolonged court processes.

Estate Executors

If you’re settling a loved one’s affairs, the probate tools and dedicated case manager take the guesswork out of timelines, filings, and court requirements.

Benefits of Using Trust & Will

• Clarity: Simple questions guide you through every legal requirement.
• Convenience: Create or update your plan from any device, anytime.
• Cost-effective: Transparent pricing with no hidden fees.
• Security: Bank-level encryption protects sensitive data.
• State-specific: Documents comply with local laws automatically.
• Ongoing support: Unlimited chat and technical assistance.

Customer Support

Trust & Will offers unlimited chat and email support to answer your questions at any stage of the process. Their customer success team is trained by estate planning attorneys to provide clear, accurate guidance.

If you need extra assurance, you can schedule a one-on-one phone consultation with an attorney for document review or specialized advice. The dedicated case manager assigned during probate makes the process faster and more personal.

External Reviews and Ratings

Users consistently praise Trust & Will for its ease of use and affordability, with many highlighting how the platform demystified estate planning. Ratings on major review sites average 4.8 out of 5 stars, citing responsive support and legally sound documents.

Some customers mention occasional delays during peak periods, but Trust & Will addresses these concerns by adding staff and extending support hours. A small number note that advanced estate needs may require attorney involvement, which is available as an add-on service.

Educational Resources and Community

Trust & Will maintains an active blog with articles on probate tips, legal updates, and estate planning best practices. Free webinars and video tutorials walk you through common scenarios, from setting up trusts to guardianship decisions.

The platform also hosts a community forum where users and experts share insights, answer questions, and discuss evolving estate planning trends. Monthly Q&A sessions with attorneys help clarify complex topics in real time.

Conclusion

Estate planning doesn’t have to be complicated or expensive. With Trust & Will, you gain a guided, attorney-built platform that’s secure, state-specific, and easy to update as your life changes. From creating wills and trusts to navigating probate, Trust & Will provides the clarity and support you need. Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and start your estate plan now.