Searching for a comprehensive guide to trusts and estates? You’ve come to the right place. When it comes to securing your legacy and ensuring your loved ones are protected, Trust & Will has emerged as a leader in the estate-planning space. From drafting wills to setting up trusts, Trust & Will offers an intuitive online platform to simplify every step. Start your estate plan with Trust & Will today and see why hundreds of thousands of families trust their services.

Planning for the future can feel overwhelming: legal jargon, state-specific requirements, and the fear of leaving loved ones in probate court can deter even the most organized individuals. I’ve walked through this journey myself, and I know how daunting it can be. That’s why Trust & Will—backed by experienced attorneys, bank-level encryption, and a user-friendly interface—makes trusts and estates straightforward. Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and gain peace of mind in minutes.

What is Trust & Will?

Trust & Will is an online estate-planning platform designed to help individuals create legally valid wills and trusts from the comfort of their home. By combining attorney-built templates with guided questionnaires, Trust & Will ensures your documents are state-specific and tailored to your unique needs. Whether you’re writing a will for the first time or establishing a trust to bypass probate, this service demystifies the process and offers clarity every step of the way.

Trust & Will Overview

Founded with the mission of democratizing estate planning, Trust & Will has guided over 300,000 families through setting up wills and trusts. The founders recognized the stress and complexity of traditional estate planning and sought to create a digital solution that’s both affordable and attorney-approved. Since its launch, Trust & Will has raised significant funding, expanded its team of legal experts, and forged partnerships with financial advisors and nonprofit organizations.

Today, Trust & Will’s platform supports all 50 states, offering customizable documents that comply with local laws. Their intuitive interface breaks down daunting legal tasks into bite-sized questions, ensuring accuracy and legal validity. With unlimited document updates and secure storage, customers can modify beneficiaries, guardians, and asset distributions as life evolves.

Pros and Cons

Pros:

1. Attorney-Designed Documents: Every will and trust template is built by licensed attorneys to meet state-specific requirements.

2. User-Friendly Interface: Step-by-step guidance simplifies complex legal processes into manageable questions.

3. Secure Storage: All data is protected with bank-level encryption, ensuring your sensitive information stays safe.

4. Unlimited Updates: Adjust your plan anytime—no extra fees for revisions as your life changes.

5. Probate Assistance: Dedicated case managers guide executors or trustees through probate when a loved one passes.

6. Transparent Pricing: No hidden fees—clear, flat-rate plans make estate planning accessible to every budget.

7. Expert Support: Access unlimited chat and technical support, plus one-on-one consultations with attorneys.

Cons:

1. No in-person meetings with attorneys unless you upgrade to higher-tier plans.

2. Some more complex estate scenarios (e.g., multi-state properties) may still require additional legal advice.

3. Pricing may be higher than DIY templates for very simple wills.

Features

Trust & Will packs essential features to streamline your trusts and estates journey. Here’s a closer look:

Guided Online Platform

The platform divides estate planning into clear, intuitive steps:

• Answer simple questions about your assets, beneficiaries, and guardians.
• Receive real-time previews of your documents.
• Automated error checks to ensure legal compliance.

Will Creation

Designate guardians for minor children, assign an executor, and map out asset distribution:

• Select primary and contingent beneficiaries with precision.
• Specify personal property bequests—jewelry, family heirlooms, and more.
• Customize funeral arrangements and final wishes.

Trust Setup

Avoid probate and ensure seamless asset transfer with a living trust:

• Create revocable or irrevocable trusts tailored to your goals.
• Assign successor trustees to manage your estate if you become incapacitated.
• Include detailed instructions for health care directives and power of attorney.

Probate Assistance

When you lose a loved one, navigating probate can be overwhelming:

• Receive step-by-step guidance from a dedicated case manager.
• Access state-specific probate checklists and forms.
• Streamline court filings and notifications for beneficiaries.

Secure Storage

All documents are encrypted and stored securely in the cloud:

• Bank-level encryption to protect your personal data.
• Easy sharing with family members, executors, or attorneys.
• Automatic reminders to review and update your plan.

Attorney Support

If you need expert input, Trust & Will makes it easy:

• One-on-one consultations for complex estate questions.
• Unlimited chat support during business hours.
• Access to a network of licensed estate-planning attorneys.

Trust & Will Pricing

Trust & Will offers transparent, flat-rate plans to suit a variety of needs:

Basic Plan

Price: $39 one-time fee

Ideal for individuals wanting a simple will

• Online Will creation
• Secure digital storage
• Unlimited updates

Premium Plan

Price: $149 one-time fee

Perfect for those seeking both a Will and a Trust

• Everything in Basic, plus:
• Revocable Living Trust
• Durable Power of Attorney
• Health Care Directive

Complete Plan

Price: $299 one-time fee

Best for comprehensive estate planning and probate assistance

• Everything in Premium, plus:
• Dedicated probate case manager
• One-on-one attorney consultations
• Advanced trust structures

Trust & Will Is Best For

Trust & Will caters to a diverse audience looking to simplify their trusts and estates process:

Young Families

New parents and guardians can easily designate child guardianship and set up trusts for minor children, ensuring financial stability in any scenario.

Retirees

Seniors can protect their life savings, plan for health care directives, and transfer assets without the hassle of probate court.

Small Business Owners

Ensure business succession plans are in place, avoid family disputes, and maintain operational continuity.

Executor & Trustees

Those tasked with administering estates gain access to probate guidance, checklists, and a dedicated case manager to streamline the settlement process.

Benefits of Using Trust & Will

• Clarity for loved ones: Reduce family stress by providing clear instructions and documents.
• Probate avoidance: Trusts transfer assets outside of court, saving time and money.
• Cost-effective: Affordable flat-rate pricing beats hourly attorney fees.
• Flexibility: Update your estate plan as life circumstances change—no extra cost.
• Peace of mind: Know your affairs are in order with attorney-backed templates.
• Accessibility: Manage your plan anywhere, anytime via desktop or mobile.

Customer Support

Trust & Will’s customer support team is known for rapid response times and deep expertise. Whether you’re troubleshooting the platform or have questions about legal terminology, support agents are available via live chat and email during regular business hours.

For more complex needs, upgrade to include one-on-one attorney consultations. This ensures you receive personalized legal advice and document reviews from licensed professionals, giving you extra confidence in your estate plan.

External Reviews and Ratings

Across independent review sites, Trust & Will consistently earns high marks for ease of use and customer satisfaction. Users highlight the straightforward guided process and transparent pricing as standout features. Many appreciate the ability to update documents on demand without hidden fees.

Some reviewers note that highly complex estates—such as multi-state real estate holdings—may require supplemental legal counsel. Trust & Will addresses this by offering attorney consults and resources for connecting with local specialists when needed.

Educational Resources and Community

Beyond its core services, Trust & Will provides a wealth of educational materials:

• Official blog articles on trusts and estates best practices.
• Webinars and tutorials led by estate-planning attorneys.
• Downloadable checklists for wills, trusts, and probate procedures.
• Community forums where users share experiences and tips.

These resources empower users to make informed decisions and feel confident in their estate plans, even before drafting their first document.

Conclusion

When it comes to trusts and estates, simplicity and accuracy are non-negotiable. Trust & Will combines attorney-designed templates, a user-friendly interface, and secure cloud storage to give you a clear path from start to finish. Midway through the planning process or just beginning your journey, you can rely on Trust & Will to guide you every step of the way.

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