Searching for the ultimate guide to trust in estate planning? You’ve come to the right place. If you want to ensure your assets and loved ones are protected with minimal hassle, Trust & Will offers an intuitive online platform built by attorneys and customized by you.

Managing your estate plan can feel overwhelming. With over a million families served and award-winning support teams, Trust & Will simplifies every step. Plus, using Code: Gimmie10 at checkout unlocks up to 25% OFF—your comprehensive estate plan is now just a click away.

What is Trust & Will?

Trust & Will is a fully guided online service designed to help individuals create legally valid trusts and wills tailored to their state’s laws. Whether you want to set up a living trust to avoid probate or draft a last will and testament to specify guardianship for minors, this platform streamlines the process with bank-level encryption and attorney-approved templates.

Trust & Will Overview

Founded in 2017 by estate planning experts, Trust & Will set out to make estate planning more accessible and affordable. Since launch, the company has processed billions in assets, grown a community of legal advisors, and earned praise for its intuitive user experience.

The mission is simple: empower families to protect their legacies with clarity and confidence. From the welcoming dashboard to step-by-step questionnaires, you maintain control over beneficiaries, guardians, and asset distribution—all online.

Pros and Cons

Pros:

Attorney-built templates: Ensure your documents comply with state-specific regulations.

User-friendly platform: Guided prompts make complex legal decisions straightforward.

Flexible editing: Update your plan online anytime at no extra cost.

Secure storage: Bank-level encryption keeps your personal information safe.

Affordable pricing: Plans start under $100, making estate planning budget-friendly.

Dedicated probate support: Access one-on-one case managers to navigate probate efficiently.

Cons:

May not suit highly complex estates requiring custom provisions beyond standard templates.

Some advanced features, like filing transfer documents, incur additional fees.

Features

Trust & Will offers robust features to cover all aspects of estate planning and probate navigation:

Guided Will Creation

Answer a series of simple questions to specify guardianship, asset distribution, and executor appointments. The platform builds a compliant will document, state by state.

• Guardian designations for minor children
• Specific item bequests
• Executor management instructions

Revocable Living Trusts

Set up a trust that lets you oversee assets during your lifetime and pass them to beneficiaries without probate delays.

• Real estate transfer forms
• Beneficiary funding guidance
• Successor trustee planning

Secure Document Storage

Store all your estate planning documents securely in the cloud, accessible 24/7 for updates or sharing with family members and advisors.

• Encrypted backups
• Downloadable PDFs
• Permission-based sharing

Probate Assistance

If you’re settling a loved one’s estate, Trust & Will provides a dedicated case manager to guide you through each probate step, reducing stress during a difficult time.

• Step-by-step probate checklists
• Form preparation and filing support
• Live chat with probate specialists

Trust & Will Pricing

Transparent, flat-rate pricing means no hidden fees or surprise bills:

Basic Will Package

From $89. Ideal for straightforward wills without trusts.

• Last will and testament
• Digital storage
• Unlimited edits

Premium Trust Package

From $199. Designed for individuals seeking a living trust plus will combination.

• Revocable living trust
• Will, power of attorney, healthcare directive
• Dedicated support

Estate Plus Bundle

From $249. Comprehensive coverage for complex estates including probate planning.

• All features in Premium
• Probate case manager
• Real estate transfer documents

Trust & Will Is Best For

Whether you’re starting your first estate plan or managing a loved one’s affairs, Trust & Will caters to diverse needs:

Young Families

Specify guardianship for minor children, set up trusts to protect inheritance, and ensure peace of mind.

Retirees

Simplify asset distribution, avoid probate delays, and keep documents up to date as circumstances change.

Executors & Trustees

Use probate support tools and legal templates to efficiently settle estates and manage trust assets.

Benefits of Using Trust & Will

• Clarity: Clear instructions for your loved ones reduce confusion during emotional times.
• Savings: Avoid costly probate fees and streamline asset transfers.
• Control: Maintain ownership and control of assets during your lifetime.
• Flexibility: Update your documents anytime, anywhere with no extra cost.
• Support: Unlimited chat and one-on-one assistance ensure you never navigate the process alone.

Customer Support

Trust & Will’s customer support team is known for rapid response times. Live chat and email inquiries are typically answered within hours, ensuring you stay on track with your planning.

For probate clients, a dedicated case manager offers personalized guidance. Whether you need help filing state forms or understanding asset valuations, expert assistance is just a call or message away.

External Reviews and Ratings

Customers praise the platform for its user-friendly interface and clear legal language. On Trustpilot, Trust & Will holds a 4.8/5 rating, with reviews highlighting the ease of setting up a trust online.

Some users note that complex estates may require additional legal review, but Trust & Will’s add-on services help bridge any gaps, ensuring comprehensive coverage.

Educational Resources and Community

Trust & Will offers a robust blog with articles on topics like probate timelines, trust funding strategies, and estate tax planning. Monthly webinars feature estate attorneys discussing best practices.

Join the community forum to connect with other planners, share insights, and get answers to your questions from qualified professionals.

Conclusion

Protecting your legacy doesn’t have to be hard. With Trust & Will’s guided platform, attorney-built templates, and dedicated support, you can create or update your estate plan in minutes. Ready to start? Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and secure your family’s future with confidence.

Begin your estate planning journey now with Trust & Will—because your trust deserves the best foundation. Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.