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What Is Trust & Will?

Trust & Will is an online estate-planning platform designed to simplify and modernize the process of creating wills, trusts, and probate documentation. It guides you step by step through each legal document with clear prompts, intuitive forms, and customizable options. Whether you’re drafting your first will or setting up a complex trust to protect significant assets, Trust & Will puts everything at your fingertips.

By combining a user-friendly interface with attorney-reviewed templates, Trust & Will ensures your documents are state-specific, legally valid, and tailored to your family’s unique circumstances. I’ve found it particularly valuable for young families, aging parents, and anyone who wants to avoid the excessive costs and delays of probate court.

Features

Trust & Will packs powerful features that cover every facet of estate planning. Below I’ve broken down the standout capabilities that make this service shine.

Guided Will Creation

The guided will wizard walks you through essential decisions in plain language. From appointing guardians for minors to specifying asset distributions, nothing gets overlooked.

– Interactive Q&A prompts ensure you cover every legal requirement
– Real-time error checks help you avoid common mistakes
– Option to name an executor and successor trustee

Customizable Trust Setup

Setting up a trust can be daunting, but Trust & Will’s platform reduces complexity. Whether you need a revocable living trust or a specialized asset-protection trust, you’ll find tailored guidance.

– Choose from multiple trust types based on your goals
– Detailed instructions on funding your trust after creation
– Avoid probate delays and maintain privacy for beneficiaries

Attorney Review & Support

All plans include attorney-crafted templates, and you can upgrade for one-on-one legal support. This feature means you get professional reassurance without a full-blown law firm bill.

– Unlimited chat support for quick clarifications
– Option to schedule a video consultation with a licensed attorney
– Document reviews to confirm everything meets state laws

Secure Document Storage

Once your estate plan is complete, all documents are stored securely in the cloud with bank-level encryption. You can access, update, or share them anytime from your dashboard.

– Automatic backups prevent data loss
– Share files with family members or executors via secure links
– Download PDFs for offline records

Probate Management Tools

If you’re settling a loved one’s estate, Trust & Will offers probate administration support, making what can be an overwhelming process much clearer.

– Step-by-step probate checklists and forms
– Dedicated case manager for personalized guidance
– Tools to calculate deadlines and manage estate assets

Pricing

Trust & Will offers transparent, budget-friendly plans so you can pick exactly what you need without surprise fees.

• Simple Will Plan – Ideal for basic estates and guardianship plans. Priced at $39, you get a will, digital vault, and unlimited edits.
• Deluxe Plan – At $149, add a revocable living trust, durable power of attorney, and healthcare directive. Perfect for families wanting probate protection.
• Premium Advisory Plan – For $279, receive everything in Deluxe plus an attorney consultation, document review, and priority support.

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Benefits to the User (Value for Money)

Choosing Trust & Will means more than just saving money—it’s about getting comprehensive legal protection without the hefty law-firm bill. Here’s how you benefit:

• Cost-Effective Legal Documents
  Professionally drafted templates at a fraction of traditional attorney rates.
• Time Savings
  Complete your will or trust in under 30 minutes with guided prompts and automated checks.
• Flexibility & Updates
  Unlimited edits mean your documents evolve as your life changes—no extra fees.
• Peace of Mind
  Attorney reviews and state-specific customization reduce the risk of legal challenges.
• Immediate Access
  Your documents are available instantly online, and you can download or share them at any time.

Customer Support

When I reached out with a few questions about trust funding, the customer support team got back to me within minutes. They handle inquiries via email, live chat, and phone—so no matter how you prefer to communicate, there’s a convenient option. The support reps are knowledgeable and courteous, guiding you through technical and legal details.

For more complex scenarios, you can upgrade to a plan that includes direct access to licensed attorneys. I appreciated having the option to schedule a video consultation and receive a detailed document review. That level of service truly sets Trust & Will apart from DIY templates that leave you on your own.

External Reviews and Ratings

Trust & Will consistently earns high marks on review platforms. On Trustpilot, users rate it 4.7 out of 5 stars, praising the intuitive interface and seamless process. Many reviews highlight how simple it was to protect their minor children and avoid probate fees.

On G2, the average score sits at 4.5 stars, with multiple testimonials about responsive customer support and transparent pricing. Some users mention minor formatting quirks in certain states, but the Trust & Will team has addressed these with updated templates and faster release cycles.

Educational Resources and Community

Beyond documents, Trust & Will offers a robust library of educational content. Their official blog covers topics from estate-planning basics to advanced trust strategies. I’ve bookmarked several articles on tax implications and family legacy planning.

They also maintain a YouTube channel with tutorials on completing each type of document, plus interviews with estate-planning attorneys. If you prefer peer insights, the community forum lets you swap experiences with other users—from young parents drafting their first will to retirees setting up multi-generational trusts.

Conclusion

After spending hours comparing platforms, I’m convinced Trust & Will offers the perfect balance of affordability, security, and professional guidance. From the intuitive will builder to the customizable trusts and dedicated probate tools, it covers everything you need to protect your family’s future.

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