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What is Trust & Will?

Trust & Will is an online estate planning service that empowers individuals to create, edit, store, and share legally valid wills, trusts, and related documents. By combining expert attorney-designed templates with user-friendly guidance, it streamlines the complex process of setting up a comprehensive estate plan. Whether you’re drafting a simple will or establishing a trust to avoid probate, Trust & Will offers state-specific customization to meet your unique needs.

Beyond document creation, Trust & Will provides unparalleled support—from unlimited chat assistance to one-on-one attorney consultations. You benefit from a system that adapts as your life evolves, ensuring your wishes are always accurately reflected and legally sound.

Trust & Will Overview

Founded in 2017 by a team of estate attorneys and tech entrepreneurs, Trust & Will set out to modernize how families handle legacy planning. Recognizing that traditional methods could be confusing and costly, they created a digital-first solution that brings clarity and affordability to every household.

Over the years, Trust & Will has achieved significant milestones:

• Secured Series A funding led by leading venture capital firms.
• Helped more than 200,000 families create wills and trusts.
• Awarded “Best Online Will Service” by multiple industry publications.

Their mission remains simple: deliver robust legal protection through an accessible, guided experience. As regulations evolve and estate laws change state by state, Trust & Will continuously updates its platform to maintain compliance and offer the latest best practices.

Pros and Cons

Pros:

Ease of Use: Intuitive interface walks you through each step.
Legally Valid Documents: State-specific templates designed by attorneys.
Affordability: Transparent pricing with budget-friendly plans.
Secure Storage: Bank-level encryption protects sensitive data.
Flexibility: Edit your plan anytime as circumstances change.
Support: Unlimited chat and optional attorney consultations.

Cons:

Some advanced estate plans may still require direct attorney involvement.
Live phone support is limited to scheduled consultations.

Features

Trust & Will offers a suite of powerful features designed to simplify every aspect of your estate plan. Below are key capabilities that set it apart:

Guided Questionnaire

A structured, conversational questionnaire helps you capture every critical detail:

• Determines guardianship preferences for minor children.
• Allocates assets, from real estate to digital holdings.
• Identifies special bequests and custom provisions.

State-Specific Legal Compliance

Every document aligns with your state’s laws to ensure validity:

• Automatically adjusts language based on jurisdiction.
• Updates templates as regulations change.
• Provides guidance on witnessing and notarization requirements.

Trust Creation

Set up a revocable living trust to avoid probate:

• Defines a trustee to manage assets on your behalf.
• Specifies successor trustees for seamless transition.
• Includes provisions for incapacitation or special needs beneficiaries.

Will Drafting

Create a comprehensive will that covers all bases:

• Names an executor to handle affairs after passing.
• Designates guardianship for minor children.
• Details asset distribution and charitable gifts.

Probate Assistance

Streamline the probate process if you’re settling an estate:

• Dedicated case manager to guide you step by step.
• Tools to submit forms and track deadlines.
• Access to attorney support for complex issues.

Document Storage & Sharing

Store your estate plan securely online and share with key parties:

• Unlimited digital storage with bank-level encryption.
• Easy sharing via secure links or printed copies.
• Real-time updates ensure all concerned are informed.

Trust & Will Pricing

Trust & Will offers clear, tiered pricing to fit different needs and budgets. Each plan delivers the same attorney-designed quality with varying levels of support and document complexity.

Basic Will Plan

Price: $89
Ideal for individuals needing a simple will.
Highlights:

• Guided will creation.
• Online storage and updates.
• Email support.

Premium Plan

Price: $149
Ideal for couples or those with moderate assets.
Highlights:

• Will and healthcare directive.
• Trust creation add-on at a discount.
• Unlimited chat support.

Complete Estate Plan

Price: $259
Ideal for high-net-worth individuals or families.
Highlights:

• Will, revocable living trust, and healthcare directive.
• Dedicated attorney consultation.
• Probate assistance if needed.

Trust & Will Is Best For

Whether you’re just starting your legacy journey or need to update an existing plan, Trust & Will serves a variety of audiences.

Young Families

Ensure guardianship arrangements for your children and create a safety net for your spouse or partner.

Retirees

Protect your lifetime savings and transfer assets efficiently to your heirs without the probate headache.

High-Net-Worth Individuals

Establish trusts to handle complex assets, philanthropic gifts, and multi-state property.

Executors and Trustees

Access probate tools and case management features when settling a loved one’s estate.

Benefits of Using Trust & Will

Opting for Trust & Will unlocks numerous advantages for your estate planning process:

• Clarity: Step-by-step guidance eliminates guesswork, so you know exactly what’s required.
• Cost Savings: Skip high hourly attorney fees without sacrificing legal rigor.
• Convenience: Complete your plan from home, 24/7, on desktop or mobile.
• Security: Bank-level encryption keeps sensitive information protected.
• Flexibility: Update or revise documents anytime as life circumstances change.
• Support: Unlimited chat and optional attorney consultations ensure you’re never alone.

Customer Support

Trust & Will’s support team is renowned for its responsiveness and expertise. Unlimited chat support connects you with specialists who can answer technical questions, clarify legal terms, and troubleshoot issues. For more in-depth guidance, you can schedule one-on-one consultations with licensed estate attorneys at competitive rates.

Whether you need help finalizing beneficiary designations or understanding state signing requirements, Trust & Will’s team is committed to making your estate planning experience seamless and informed.

External Reviews and Ratings

Across platforms, Trust & Will consistently earns high marks for ease of use and customer satisfaction. Users praise the platform’s straightforward questionnaires and clear instructions. Many highlight how they saved thousands compared to traditional attorney fees.

Some less favorable reviews mention a desire for more live phone support or expanded trust customization for complex estates. Trust & Will addresses these concerns by adding new features regularly and enhancing customer service channels in response to feedback.

Educational Resources and Community

Beyond its core services, Trust & Will cultivates a robust educational ecosystem. You’ll find a comprehensive blog covering topics like digital asset planning, guardianship considerations, and tax implications of trusts. Interactive webinars, video tutorials, and downloadable checklists guide you through each stage of estate planning.

The community forum allows users to share experiences, ask questions, and learn from peers. Periodic live Q&A sessions with estate attorneys ensure you stay informed of the latest trends and regulatory changes.

Conclusion

From drafting a simple will to establishing a multi-asset trust, Trust & Will offers a complete, legally sound solution for your estate planning needs. With attorney-designed documents, state-specific compliance, and secure online storage, you can rest easy knowing your legacy is protected. Ready to get started? Visit Trust & Will and see how simple estate planning can be.

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