Estate Attorney: How to DIY Your Online Will & Trust
Searching for the ultimate guide to estate attorney services in 2024? You just landed on the right page. When it comes to crafting a comprehensive estate plan without endless paperwork or confusing legal jargon, Trust & Will delivers a streamlined, attorney-built platform that empowers you to create your Will and Trust entirely online.
I know how overwhelming it can feel to consider who will look after your children or manage your assets once you’re gone. I’ve spent years helping families navigate estate planning complexities, and I can confidently say that setting up an online plan with Trust & Will is the fastest, most affordable way to protect your legacy. Plus, right now you can Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.
What is Trust & Will?
Trust & Will is a guided online estate planning platform that lets you create legally valid, state-specific Wills and Trusts without ever stepping foot in an attorney’s office. Built by estate planning attorneys and customized by you, Trust & Will walks you through every decision point, from selecting guardians for minor children to designating beneficiaries and trustee roles.
Trust & Will Overview
Founded in 2017 by a team of estate attorneys and tech entrepreneurs, Trust & Will set out with a simple mission: make estate planning accessible, affordable, and straightforward. After observing families struggle with outdated processes, the founders combined legal expertise with modern software design to deliver a secure, user-friendly experience.
Since its launch, Trust & Will has helped hundreds of thousands of individuals and families finalize their estate plans online. With over $10 billion in assets protected through their platform, the company continues to innovate—adding features like probate management, ongoing plan updates, and unlimited attorney chat support to meet evolving customer needs.
Today, Trust & Will stands as one of the fastest growing digital estate planners in the U.S., recognized by industry publications and trusted by families in every state.
Pros and Cons
Easy-to-follow guided process: Each step is broken into bite-sized questions, ensuring you never feel lost.
Attorney-built legal documents: Wills and Trusts are drafted by real estate planning attorneys, guaranteeing compliance with state laws.
State-specific customization: You get a plan tailored to your state’s regulations, minimizing the risk of errors or invalid documents.
Affordable pricing: Transparent, flat-rate plans make it easy to budget without worrying about hourly legal fees.
Unlimited support: Access to one-on-one attorney consultations and unlimited chat support helps you resolve questions on the spot.
Secure, encrypted platform: Bank-level encryption keeps your sensitive information safe from unauthorized access.
Probate management: Dedicated case managers guide you through probate proceedings if you need to settle a loved one’s estate.
Cons:
– No in-person meetings (all interactions are virtual or digital).
– Additional fees apply for notary services or expedited processing in some states.
– Complex estate scenarios (e.g., large family businesses) may still require custom attorney drafting outside the platform.
Features
Trust & Will packs a robust feature set designed to simplify every aspect of estate planning. Here are the standout capabilities:
Guided Questionnaire
The backbone of the platform is an intuitive questionnaire that adapts to your answers. Instead of blank forms, you receive plain-language prompts that cover all essential decisions.
- Will or Trust? The system recommends the right document based on your asset profile.
- Guardian selection for minors.
- Executor and trustee designations.
- Specific bequests versus residuary distributions.
Will Creation
Create a comprehensive Will that covers guardianship, asset distribution, and executor instructions in minutes.
- Customizable inheritance provisions.
- Guardian and conservator appointments for minors and dependents.
- Healthcare directive integration.
Trust Setup
Establish a Revocable Living Trust to avoid probate, protect privacy, and streamline asset transfer.
- Trustee succession planning.
- Funding instructions to move assets into the Trust.
- Special provisions for minor or special needs beneficiaries.
Probate Assistance
If you’re handling a loved one’s estate, Trust & Will’s probate services save you time and stress.
- Dedicated case manager assigned to your file.
- Templates for petitions, inventories, and distributions.
- Step-by-step guidance through court filings.
Ongoing Updates
Your life circumstances evolve—and so should your estate plan. Trust & Will lets you make unlimited updates at no extra cost.
Secure Storage & Sharing
All documents are stored securely online, with bank-level encryption. You can share digital copies with family members or your attorney in just a few clicks.
Trust & Will Pricing
With transparent, flat-rate pricing, you know exactly what you’ll pay from the start—no hidden fees or surprise hourly rates.
Basic Will Plan
Price: $89
- Ideal for individuals with straightforward estates and no minor children.
- Includes a Last Will & Testament, healthcare directive, and power of attorney.
Deluxe Trust & Will Plan
Price: $199
- Best for families with minor children or moderate asset portfolios.
- Includes Living Trust, Will, healthcare directive, power of attorney, and guided funding instructions.
- Access to unlimited attorney chat support.
Premium Probate Plan
Price: $399
- Designed for executors and administrators managing probate estates.
- Dedicated case manager plus all document preparation templates.
- Priority support for court filings and personal consultations.
Ready to start? Join thousands of satisfied customers who trust Trust & Will with their most important documents.
Trust & Will Is Best For
Whether you’re just starting your estate plan or need to settle a loved one’s affairs, Trust & Will caters to a variety of needs:
Young Families
Protect your children with clear guardianship directives and ensure assets pass smoothly if something unexpected happens.
Individuals with Moderate Assets
If you own a home, investments, or retirement accounts, setting up a Living Trust can help you avoid probate and streamline distribution.
Seniors & Pre-Retirees
Plan for end-of-life care, healthcare decisions, and legacy gifts to grandchildren or charities in a legally binding document.
Executors & Administrators
Facing probate court? The Premium Probate Plan equips you with case management and templated forms to ease the administrative burden.
Small Business Owners
Include business succession instructions within your Trust or Will to keep your company running smoothly after you’re gone.
Benefits of Using Trust & Will
Switching to an online platform for estate planning delivers unique advantages:
- Speed: Complete your estate plan in under an hour, compared to weeks with traditional attorneys.
- Affordability: Flat fees typically under $200 for comprehensive packages versus thousands in legal bills.
- Flexibility: Make unlimited updates as life changes—marriage, birth of a child, new assets—at no extra cost.
- Clarity: Plain-language guidance helps you understand each decision without confusing legalese.
- Security: Bank-level encryption ensures your personal data and documents stay protected.
- Support: Access to licensed attorneys and case managers whenever you need expert advice.
Customer Support
Trust & Will’s support team is known for rapid response times and personalized care. Whether you prefer live chat, email, or phone, you’ll connect with a knowledgeable representative who can address technical questions or legal clarifications.
For complex queries or one-on-one legal consultations, licensed estate planning attorneys are available to review your documents and offer customized advice. You’re never left navigating paperwork alone.
External Reviews and Ratings
Most users praise Trust & Will’s simplicity and clear instructions—online reviews consistently highlight how quickly they completed their plans and the confidence they felt afterward. TrustRadius and G2 both rate the platform above 4.5 stars, noting excellent customer service and reliability.
Some feedback mentions a preference for in-person meetings or more advanced estate planning options for ultra-high-net-worth individuals. Trust & Will addresses this by offering attorney referrals and advanced planning add-ons for clients with complex needs.
Educational Resources and Community
Beyond document creation, Trust & Will maintains a robust resource center, featuring articles, videos, and webinars on topics like estate tax planning, digital asset management, and guardianship considerations. Their blog is updated weekly with expert insights and real-life case studies.
Community forums allow customers to share experiences, ask questions, and learn best practices. Regular virtual events—such as “Ask an Estate Attorney” webinars—further reinforce Trust & Will’s commitment to empowering families through education.
Conclusion
In an era where convenience and security matter more than ever, estate planning doesn’t have to be a daunting, expensive process. With Trust & Will, you get attorney-built, state-specific documents, ongoing updates, and dedicated support—all at a transparent flat rate. Ready to protect your family and preserve your legacy? It’s never been easier to set up your estate plan online with Trust & Will.
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