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What Is Trust & Will?
Trust & Will is an online estate planning solution designed to simplify the process of creating, editing, storing, and sharing legally-binding wills and trusts. It caters to individuals and families who want control over their legacy without the steep price tag or complexity of traditional attorneys. Through intuitive guidance and state-specific templates built by attorneys, Trust & Will makes sure your documents meet all legal requirements.
Born from the realization that many people delay or avoid estate planning due to cost and confusion, Trust & Will launched with a mission to modernize outdated processes. Instead of scheduling multiple lawyer appointments and paying hourly fees, you can complete your plan in the same amount of time it takes to watch a Netflix episode.
This platform is ideal if you:
- Want a legally valid will or trust without leaving home;
- Wish to update your plan after major life changes—marriage, children, asset purchases—without extra fees;
- Are settling an estate and need probate assistance quickly;
- Value security, transparency, and clear guidance at every turn.
Features
Trust & Will offers a comprehensive suite of features designed to address every step of estate planning. Below is an in-depth look at the key capabilities you’ll gain access to.
Guided Online Platform
The heart of Trust & Will lies in its user-friendly interface and guided process. It transforms complex legal forms into manageable steps:
- Step-by-step prompts walk you through each section of your will or trust;
- Dynamic questionnaires adapt based on your answers, ensuring relevance and clarity;
- Progress indicators motivate you to finish tasks faster, with automatic saves so you can pause anytime;
- Reminders via email or SMS help you revisit your plan annually or after milestones;
- Accessible on desktop, tablet, or mobile—create or modify documents anytime, anywhere.
Attorney-Designed Documents
Every template and form is created by licensed estate planning attorneys with decades of combined experience:
- Legally valid in all 50 states, incorporating local statutes and required language;
- Customizable clauses let you specify unique wishes—charitable gifts, guardianship details, pet care;
- Automatic updates ensure your documents stay compliant with legislation changes;
- Transparent legal language, with definitions and tips embedded to demystify jargon;
- Access to optional one-on-one attorney consultations for complex family or asset situations.
Secure Storage & Sharing
Once your documents are complete, Trust & Will keeps them safe and accessible:
- Bank-level encryption secures your personal and financial details;
- Cloud-based storage provides instant access from any device;
- Easy sharing with executors, trustees, or family members via a secure link;
- Offline export options let you download and print certified copies;
- Document version history tracks all changes and timestamps for legal verification.
Trust Setup & Funding Guidance
Setting up a trust can be intimidating—Trust & Will breaks it down into actionable steps:
- Explains different trust types (revocable, irrevocable, special-needs) and their benefits;
- Guides you through retitling assets—real estate deeds, bank accounts, investment portfolios;
- Funding checklists ensure no property is left out, reducing probate risk;
- Notifications alert you to incomplete funding tasks and deadlines;
- Option to request attorney review for added confidence before finalizing.
Will Creation & Guardianship Selection
Writing a will is simplified with dedicated modules for every decision:
- Assign primary and secondary guardians for minor children, with space to note special care instructions;
- Designate beneficiaries for assets of all kinds—real estate, bank accounts, retirement funds, digital property;
- Include funeral arrangements, health care proxies, and living wills in one seamless workflow;
- Advanced distribution options allow staggered inheritance or conditional gifts;
- Printable and downloadable copies for signing, notarization, and safe storage.
Probate Assistance Services
If you’re dealing with a loved one’s passing, Trust & Will’s probate support can ease the burden:
- Dedicated case manager assigned to your estate for personal guidance;
- Document templates for petitions, inventories, accountings, and final discharge;
- Step-by-step timeline helps you meet court deadlines without guesswork;
- Hourly attorney support available for complex estates or unusual assets;
- Video tutorials explaining court forms and legal terms in plain English.
Additional Value-Add Features
Beyond the core tools, Trust & Will offers extra resources to help maximize your plan’s impact:
- Estate planning calculator to estimate potential probate fees and tax liabilities;
- Charitable gift planner with sample language for non-profit bequests;
- Pet trust templates ensuring lifelong care for your furry friends;
- Multiple-user support for partners and executors to collaborate securely;
- Multilingual document options—perfect for bilingual families or international assets.
Pricing
Trust & Will keeps pricing straightforward and transparent so there are no surprises. Below is a breakdown of each plan and ideal use cases. All prices reflect standard rates before applying your exclusive discount.
Will Package – $159
- Who it suits: Individuals or couples needing a legally valid will;
- Includes: Basic will, guardianship designations, asset distribution, health care directive;
- Extras: Unlimited edits for 12 months, cloud storage, and annual reminders;
- Common scenario: Young parents who want to name guardians without drafting a trust.
Trust Package – $399
- Who it suits: Those looking to avoid probate and maintain privacy;
- Includes: Revocable living trust, trustee succession plan, funding instructions, letter of instruction;
- Extras: Document version history, notary guidance, premium customer support;
- Common scenario: Homeowners with significant assets seeking efficient transfer to heirs.
Bundle Plan – $499
- Who it suits: Families wanting full coverage in one purchase;
- Includes all features from Will + Trust packages at a discounted bundle rate;
- Extras: Priority support and free probate template kit;
- Common scenario: Blended families or high-net-worth individuals needing robust planning.
Probate Assistance – Starting at $249
- Who it suits: Executors and administrators settling estates;
- Includes: Dedicated case manager, court-ready templates, guided timelines;
- Extras: Optional attorney reviews and live chat on probate matters;
- Common scenario: Handling an unexpected loss and needing step-by-step probate navigation.
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Benefits to the User (Value for Money)
Choosing Trust & Will isn’t just about documents—it’s about long-term peace of mind at a fraction of traditional costs. Here’s why it represents outstanding value:
- Significant cost savings: Plans start at $159 versus $1,200+ attorney fees, even before applying your coupon.
- Unlimited updates: Modify your estate plan anytime without extra fees or revisiting an attorney.
- Time-efficient: Complete your will or trust in under 30 minutes using guided online tools.
- Probate avoidance: Trust-based plans slash the time and money your loved ones spend in court.
- Enhanced security: Bank-level encryption and secure servers guard your data around the clock.
- Legal precision: Templates built by attorneys ensure compliance with evolving state laws.
- Accessible support: Live chat, email, phone, and attorney consultations keep you covered.
- Transparent pricing: No hidden fees, with the ability to preview your total before checkout.
- Comprehensive resources: Video tutorials, calculators, and blogs help you plan intelligently.
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Customer Support
In my experience, Trust & Will’s support team is both responsive and knowledgeable. When I first had questions about designating a successor trustee, the live chat feature connected me with an estate planning specialist in under two minutes. The representative patiently explained the role of a trustee, recommended best practices, and shared examples that helped me feel confident about my decisions.
Beyond chat, Trust & Will offers comprehensive email support, scheduled phone consultations, and optional one-on-one meetings with licensed attorneys. They’re available for both technical platform questions and deeper legal guidance. I’ve personally booked a video call to clarify state-specific clauses—and the attorney made the process simple and jargon-free. This level of accessibility and expertise is rare in estate planning, making the service stand out.
External Reviews and Ratings
Trust & Will consistently earns high marks from users and industry authorities. On Trustpilot, it holds a 4.7 out of 5 rating based on more than 3,500 user reviews; customers frequently praise its intuitive design and helpful support team. The Better Business Bureau rates it A+, citing transparent practices and quick resolution of inquiries.
Tech publications also weigh in: PCMag awarded Trust & Will Editor’s Choice for its guided interface and affordability, while Forbes’ personal finance column highlighted it as a top pick for digital estate planning. Some users have noted minor drawbacks—like occasional wait times during peak support hours or requests for more advanced trust options—but Trust & Will is actively rolling out expanded video tutorials and new trust templates to address this feedback.
Educational Resources and Community
Knowledge empowers better planning, so Trust & Will backs its software with robust learning materials:
- Official Blog: Weekly articles on estate planning strategies, tax implications, and legacy ideas;
- Video Library: Over 50 short tutorials covering everything from setting up a living trust to nominating digital heirs;
- Webinars & Workshops: Live sessions featuring estate attorneys and guest experts—Q&A encouraged;
- Interactive Calculators: Estimate probate costs, inheritance taxes, and asset distribution outcomes;
- Newsletter: Monthly email with planning tips, legislative news, and exclusive subscriber discounts;
- User Forums: Connect with others, share best practices, and learn from real-life experiences;
- Resource Center: Downloadable checklists, planning guides, and sample letters of instruction.
Conclusion
Ultimately, Trust & Will stands out as a modern, affordable, and legally robust solution for anyone looking to secure their legacy without breaking the bank. The platform’s attorney-crafted documents, guided interface, and top-tier security make estate planning more accessible than ever. Plus, with the exclusive Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today, you’re guaranteed the best deal around.
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