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What Is Trust & Will?

Trust & Will is an intuitive online estate-planning service designed to help individuals create state-specific wills and trusts with ease. Built by attorneys and customized by you, it streamlines what has historically been a confusing, time-consuming process. From drafting legal documents to securing bank-level encryption, Trust & Will covers every aspect of planning and protecting your legacy.

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Features

Trust & Will offers a robust set of features aimed at making estate planning accessible, affordable, and user-friendly. Below, I break down each core feature and explain how it benefits you in practical terms.

Guided Will Creation

The guided will creation walks you through each step in plain language. You won’t have to decipher legal jargon or figure out which forms apply to your state.

• Step-by-step questions that cover naming executors, guardians for minor children, and asset distribution.
• Real-time previews let you see your will draft update as you go.
• State-specific templates ensure your will is legally valid wherever you live.

Trust Setup and Management

Establishing a trust prevents your heirs from incurring hefty probate fees and delays. Trust & Will simplifies trust formation and ongoing management.

• Choose from revocable living trusts, irrevocable trusts, or special needs trusts based on your needs.
• Assign trustees and beneficiaries, define distribution schedules, and set specific conditions or milestones.
• Easy updates let you add or remove assets, change beneficiaries, or adjust instructions with just a few clicks.

Probate Navigation Tools

If you’re settling someone else’s estate, the probate process can be intimidating. Trust & Will provides the resources and support to handle probate swiftly and accurately.

• Dedicated probate case manager to guide you through paperwork and courthouse procedures.
• Automated document generation for probate forms based on local court requirements.
• Unlimited email and chat support for questions that arise during probate.

Attorney Review and One-on-One Support

While the platform is designed to be user-friendly, you can always enlist professional oversight.

• Optional attorney review packages to ensure your documents are airtight.
• One-on-one consultations to discuss complex family situations, tax strategies, or business succession.
• Flat-rate pricing for attorney time—no surprise hourly fees.

Secure Online Storage and Sharing

All documents you create are stored securely and can be shared with family members or trustees digitally.

• Bank-level encryption keeps your sensitive data protected.
• Access anywhere, on any device, with 24/7 availability.
• Easy sharing links allow heirs and executors to view documents when needed, reducing confusion at a critical time.

Pricing

Trust & Will offers transparent, tiered pricing designed to suit different levels of complexity and support. Let’s break down each plan so you can choose the one that fits your situation.

• Will Plan
  • Who it suits: Individuals who only need a basic will.
  • Price: $139 (before discount).
  • Includes: Guided will creation, state-specific templates, unlimited updates, secure storage.
• Trust & Will Bundle
  • Who it suits: Those looking for both a will and a living trust.
  • Price: $239 (before discount).
  • Includes: Everything in the Will Plan plus trust setup, trustee assignment, and specialized forms.
• Ultimate Estate Plan
  • Who it suits: Families with complex asset portfolios or those wanting the most comprehensive coverage.
  • Price: $349 (before discount).
  • Includes: Will, trust, lifetime updates, attorney review, probate support, and dedicated case management.

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Benefits to the User (Value for Money)

Trust & Will delivers exceptional value by combining affordable pricing with professional guidance. Here are the top ways you benefit:

• Cost Savings on Legal Fees

  By using the guided platform, you avoid hundreds or even thousands in attorney fees. You get attorney-created templates without the high hourly rates.

• Time Efficiency

  Complete your estate plan in less than an hour, versus scheduling multiple in-person meetings. Automated form generation and state-specific rules do the heavy lifting.

• Peace of Mind

  Know that every detail—from executor assignments to asset distribution—is covered by legal experts. No second-guessing or worries about missing critical clauses.

• Flexibility to Update

  Life changes—marriage, births, asset purchases—are easily reflected in your documents. Unlimited edits let you keep your plan current at no extra cost.

• Probate Avoidance

  Trust options eliminate long, expensive probate proceedings for your heirs, allowing them to inherit quickly and directly.

• Security and Accessibility

  Bank-level encryption protects your plans while you and your designated beneficiaries can access them anywhere, anytime.

Customer Support

Trust & Will prides itself on responsive customer support. Whether you have a technical question or need clarification on a legal term, the support team is ready to assist. Response times via live chat and email average under an hour during business days, ensuring you never feel stuck. If you prefer voice communication, phone support is available during standard business hours, connecting you with a knowledgeable representative.

For more in-depth guidance, the platform offers one-on-one attorney consultations at a flat rate. This optional service gives you direct access to experienced estate-planning lawyers who can answer nuanced questions about family dynamics, tax implications, or trust structures. Combined with unlimited chat support, you’ll always have a resource to turn to throughout your planning process.

External Reviews and Ratings

Trust & Will consistently receives high marks from users and industry reviewers alike. On TrustPilot, it holds a 4.7-star average based on over 2,000 reviews. Users praise its ease of use, clarity of instructions, and affordability compared to traditional law firms. Many customers highlight the peace of mind they gained after completing their estate plans in under an hour.

On Better Business Bureau, Trust & Will maintains an A+ rating. Some negative feedback revolves around occasional delays in attorney review scheduling and minor interface bugs. However, the company has proactively addressed these concerns by expanding its legal team and rolling out frequent platform updates. User feedback loops ensure that any reported issue is swiftly evaluated and resolved.

Educational Resources and Community

Beyond the core platform, Trust & Will offers a wealth of educational materials designed to empower users. The official blog covers topics ranging from “Estate Planning for Blended Families” to “How to Avoid Probate in Your State.” Each article breaks down complex legal concepts into digestible, practical advice.

The resource library also includes video tutorials that walk you step-by-step through creating a will, setting up a trust, and navigating probate forms. These videos are ideal for visual learners who want to see the platform in action before diving in.

For those seeking community support, Trust & Will hosts a user forum and private Facebook group. Here, members share experiences, ask questions, and offer peer advice. Company representatives and legal experts occasionally join these discussions to provide professional insights. The combination of official documentation, multimedia guides, and peer support makes Trust & Will a comprehensive learning ecosystem.

Conclusion

Planning your estate doesn’t have to be a daunting, expensive endeavor. With Trust & Will, you gain access to attorney-built templates, guided online tools, and dedicated support—all at a fraction of the cost of traditional legal services. Whether you need a basic will, a full trust, or probate assistance, this platform covers every angle.

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