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What Is Trust & Will?

Trust & Will is an intuitive, attorney-designed online platform that simplifies estate planning for individuals and families. In essence, it allows you to create, edit, store, and share legally valid Wills and Trusts without ever stepping into a law office. Whether you’re setting up a trust to shield your assets from probate or drafting a will to designate guardians for your children, Trust & Will adapts to your state’s regulations and personal circumstances.

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Features

Trust & Will’s feature set is designed to guide you through every step of estate planning with clarity and confidence. Here’s a closer look at the tools you’ll get:

Guided Online Platform

From the moment you log in, the platform walks you through bite-sized questions to capture your preferences and personal details. This step-by-step approach ensures you don’t miss any crucial elements of your estate plan.

• Interactive prompts—dynamic questions adapt based on your answers.
• Progress tracker—visual completion meter so you know how far you’ve come.
• Instant edits—update beneficiaries or asset allocations in real time.

Attorney-Backed Documents

All plan templates are drafted and regularly reviewed by experienced estate-planning attorneys. This means every clause and provision reflects current state laws and best practices.

• Legally valid—meets the specific requirements of your state.
• Customizable—tailor each section to fit your family structure and assets.
• Attorney-reviewed—updated promptly when laws change.

State-Specific Compliance

Estate laws differ from one jurisdiction to another. Trust & Will automatically adjusts the document language and signing requirements to match your state, ensuring no technical hiccups later.

• Automatic adjustments—dates, witness rules, and notarization guidelines.
• Local references—terminology familiar to your area’s courts.
• Peace of mind—avoid costly re-drafts or rejections by probate courts.

Will Creation

Draft a comprehensive Will in minutes. Decide how your assets should be distributed, designate guardians for minor children, and appoint executors to oversee your estate.

• Guardianship wishes—select primary and backup guardians.
• Personal bequests—leave specific items or monetary gifts.
• Residue clauses—cover any assets not mentioned explicitly.

Trust Setup

A living trust protects valuables from probate delays and expenses. With Trust & Will, you can establish a revocable trust, name trustees, and outline distribution plans effortlessly.

• Successor trustees—ensure seamless management if you become incapacitated.
• Probate avoidance—assets held in trust transfer outside court oversight.
• Flexible control—amend or revoke your trust at any time.

Probate Assistance

If you’re settling a loved one’s estate, Trust & Will’s probate services provide step-by-step guidance along with a dedicated case manager. This personal support speeds up timelines and reduces stress.

• Document checklist—ensures you file everything correctly.
• Case manager—answering questions and tracking court deadlines.
• Court communication—templates for petitions and filings.

Unlimited Chat and Support

Have a question at 2 AM? No problem. Trust & Will’s chat support connects you with trained specialists ready to clarify terms, guide you through a section, or troubleshoot issues.

• 24/7 live chat—get answers when you need them.
• Email follow-up—detailed replies to complex queries.
• Phone support—speak directly with a representative during business hours.

Secure Storage and Encryption

Your personal data and legal documents are safeguarded with bank-level encryption. All information is stored on secure servers, with backup and recovery measures in place.

• Automatic backups—no risk of losing your work.
• Two-factor authentication—added security for your account.
• Role-based access—share documents with executors or family members.

Pricing

Trust & Will offers straightforward, budget-conscious pricing so you know exactly what you’ll pay—no hidden fees or surprise charges. Every plan includes unlimited edits within the plan period and automated updates if laws change.

• Will Plan
  • Price: $159
  • Ideal for single adults or couples without extensive assets.
  • Includes a legally valid Will, guardianship designations, and executor appointment.
• Trust Plan
  • Price: $199
  • Perfect for those with real estate, investment accounts, or multiple beneficiaries.
  • Features a revocable living trust, successor trustee arrangements, and asset transfer instructions.
• Estate Bundle
  • Price: $259
  • Combines Will and Trust plans at a discounted rate.
  • Best for families seeking comprehensive asset protection and probate avoidance.
• Probate Service
  • Starting at $249
  • Dedicated case manager to walk you through filing, deadlines, and court communications.
  • Document preparation templates and filing checklists.

Explore the current offers on Trust & Will to see which plan aligns with your situation and claim your discount today.

Benefits to the User (Value for Money)

When you weigh cost against outcomes, Trust & Will delivers exceptional value on all fronts:

• Time Savings
  Automated guidance and templated forms cut what can be weeks of legal work down to an hour or two.
• Financial Protection
  Prevent probate fees, court costs, and reduce the chance of disputes that can drain your estate.
• Legal Accuracy
  Attorney-crafted documents and state-specific compliance protect you from rejected wills and costly re-filings.
• Peace of Mind
  Knowing your end-of-life wishes are stored securely and accessible to the right people removes emotional burdens on loved ones.
• Flexible Updates
  Life changes—marriage, children, new property? Edit your plan at no extra charge to keep it current.

Customer Support

Trust & Will’s support team understands that estate planning can feel overwhelming. They’re available via email, phone, and 24/7 live chat to answer questions, clarify terminology, or walk you through complex scenarios. Each interaction is guided by specialists who know the system inside out and can point you to the exact feature you need.

For clients using probate services, a dedicated case manager is assigned to monitor court deadlines, prepare documents, and handle communications with clerks and judges. This personal touch makes a challenging process more straightforward, reducing delays and ensuring compliance every step of the way.

External Reviews and Ratings

Users on Trustpilot consistently praise Trust & Will for its _ease of use_ and _responsive support team_. With an average rating of 4.7 out of 5, comments highlight how quickly they completed their estate documents and how helpful the chat assistants were. On the Better Business Bureau, Trust & Will holds an A+ accreditation, with reviewers noting transparent pricing and attorney-backed document quality.

Some criticisms focus on the lack of advanced estate planning tools for ultra-high-net-worth individuals or complex charitable giving structures. Trust & Will has addressed these concerns by rolling out tailored add-ons and premium attorney consultations for an additional fee, demonstrating their commitment to evolving with customer feedback.

Educational Resources and Community

Beyond its core platform, Trust & Will offers a wealth of learning materials to help you grasp estate planning fundamentals. Their official blog covers topics like “How to Choose an Executor” and “Key Components of a Revocable Trust.” Video tutorials walk you through each form section, while downloadable guides break down legal jargon into plain English.

Active user groups on social media platforms and a community forum let you connect with others who are drafting similar documents, sharing best practices, and asking questions. Webinars and live Q&A sessions with estate attorneys are held regularly, and an extensive FAQ library ensures you find quick answers for common concerns.

Conclusion

Having navigated the complexities of wills, trusts, and probate myself, I can confidently say that Trust & Will offers an unbeatable combination of affordability, legal accuracy, and ease of use. From the guided platform to attorney-backed templates and state-specific compliance, this service delivers everything you need to secure your family’s future.

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