Searching for the ultimate guide to estate planning? You just landed on the right page. Trust & Will is designed to simplify every step of creating or updating your will and trust online. With our guided platform and attorney-built templates, you’ll have a legally valid, state-specific plan tailored to your needs. Use Code: Gimmie10 to get up to 25% OFF Trust & Will today.

If the thought of organizing your assets, naming guardians for your children, or navigating probate feels overwhelming, you’re not alone. I’ve explored countless options and found that Trust & Will combines simplicity, affordability, and expert support. Whether you need a basic will or a comprehensive trust, I’ll walk you through how this platform addresses common pain points and keeps your plan current.

What is Trust & Will?

Trust & Will is an online estate planning service that lets you create, edit, store, and share your will or trust documents securely from any device. Attorneys design every plan, and you customize it to your unique family and financial situation. The result is a legally valid, state-specific estate plan without the high fees or delays of traditional methods.

Trust & Will Overview

Founded with a mission to make estate planning accessible to every family, Trust & Will has served thousands of customers since its inception. Visionaries in legal tech recognized the need for clarity and ease, so they built a guided platform that breaks down complex legal jargon into straightforward questions.

Over the years, Trust & Will has integrated feedback to enhance its features, added bank-level encryption for data security, and expanded one-on-one attorney support. Today, users enjoy a balance of DIY convenience and professional backup—ensuring every plan is both robust and personalized.

Pros and Cons

Pros:

1. Attorney-Built Templates: Ensures legal validity and state compliance.

2. Guided Online Platform: Step-by-step interface simplifies complex tasks.

3. Affordability: Transparent pricing with no hidden fees.

4. Editable Anytime: Update beneficiaries, assets, or guardians easily when life changes.

5. Secure Storage: Bank-level encryption safeguards your sensitive information.

6. Dedicated Probate Support: Case manager guidance for settling estates.

Cons:

1. No in-person meetings by default; upgrades required for live consultations.

2. Advanced estate plans (e.g., for complex trusts) may need additional legal advice.

Features

Trust & Will offers a suite of features to cover every aspect of estate planning and probate navigation. Each tool is crafted with clarity and backed by legal expertise.

Online Will Builder

Create a will that covers guardianship, asset distribution, and executor appointments in minutes. The guided questionnaire adapts based on your family and asset profile.

• Child guardianship assignments
• Specific bequests for personal items
• Executor naming and backup choices

Trust Setup Tool

Establish a living trust to avoid probate, protect privacy, and manage complex assets. Customize distributions, trustee powers, and successor appointments.

• Revocable living trusts
• Pour-over wills
• Asset transfer guidance

Probate Assistance

If you’re administering an estate, the dedicated case manager walks you through filing documents, notifying beneficiaries, and closing assets.

• Step-by-step checklists
• Document templates for court filings
• Direct access to probate experts

Document Storage & Sharing

Securely store all your estate planning documents online with bank-level encryption. Share access with chosen family members or fiduciaries instantly.

• Unlimited edits and downloads
• Granular sharing permissions
• Emergency access features

Unlimited Chat & Support

Got a question? Reach out to our in-house attorneys and support team via chat anytime. Get fast, clear answers as you build or update your plan.

Trust & Will Pricing

Trust & Will offers straightforward plans to fit a range of needs and budgets.

Will Plan

Price: $89
Ideal for individuals and families needing a basic will.
Highlights:

• Custom will creation
• Unlimited edits
• Secure digital storage

Trust Plan

Price: $189
Perfect for those with multiple assets or seeking to avoid probate.
Highlights:

• Living trust setup
• Pour-over will
• Property transfer instructions

Complete Bundle

Price: $259
All-in-one package for wills, trusts, and probate assistance.
Highlights:

• Will and trust documents
• Probate case manager
• Unlimited updates

Trust & Will Is Best For

Whether you’re starting your first estate plan or settling a loved one’s affairs, Trust & Will adapts to your situation.

Young Families

Protect your children by naming guardians and ensuring assets are allocated as you wish.

Homeowners & Investors

Use living trusts to transfer real estate and investment accounts without probate delays.

Executors & Administrators

Simplify the probate process with an expert case manager and ready-made court documents.

Seniors & Retirees

Ensure healthcare directives and end-of-life wishes are legally documented and accessible.

Benefits of Using Trust & Will

• Clarity and Peace of Mind: Clear instructions for loved ones reduce family disputes.
• Cost Savings: Avoid hefty attorney fees with our flat-rate plans.
• Time Efficiency: Complete your plan in under an hour on average.
• Flexibility: Update documents anytime as life events occur.
• Privacy Protection: Keep details out of public probate records with trusts.

Customer Support

Trust & Will’s support team responds swiftly via live chat, email, or phone. Whether you need clarification on a clause or advice on asset titling, our experts are available to guide you.

For probate cases, you’ll have a dedicated case manager assigned to ensure you never feel lost in the court system. Personal attention and clear timelines make the process far less daunting.

External Reviews and Ratings

Users praise Trust & Will for its intuitive interface and affordable pricing. Many highlight how quickly they finalized their estate plans, while customer satisfaction scores consistently exceed 4.8/5.

Some feedback notes the desire for more in-person consultation options. In response, Trust & Will offers premium attorney calls to address complex scenarios.

Educational Resources and Community

Beyond the platform, Trust & Will maintains a blog with articles on estate planning, probate tips, and life events like marriage or business ownership. Webinars and video tutorials walk you through each document type.

Join the community forum to ask questions, share experiences, and learn from estate planning professionals and fellow users. Regular Q&A sessions and live workshops keep you informed of legal updates.

Conclusion

Crafting a clear, legally sound estate plan is one of the most important steps you can take to protect your loved ones and legacy. With its attorney-built documents, intuitive platform, and dedicated support, Trust & Will makes estate planning straightforward and affordable. Ready to secure your family’s future? Start your plan now with Trust & Will and use Code: Gimmie10 to save up to 25%.

Don’t wait—visit Trust & Will today and build your will or trust in minutes with confidence.