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What Is Trust & Will?

Trust & Will is an online estate planning platform that streamlines the creation and management of legally valid wills and trusts. Built by licensed attorneys but designed for ease of use, it guides you step by step through every decision—from naming guardians for minors to setting up instructions for the distribution of your assets. Whether you’re starting from scratch or updating an existing plan, Trust & Will offers state-specific documents and secure digital storage to ensure your wishes are honored and easily accessible.

In practical terms, it replaces traditional in-office consultations with a guided, password-protected interface you can access from any device. The goal is simple: eliminate paperwork headaches, avoid expensive probate battles, and give you and your loved ones clarity about what happens next.

Features

Trust & Will packs a host of features designed to cover the full spectrum of estate planning needs. Below, I dive into the most noteworthy capabilities that set this service apart from generic DIY templates.

Guided Online Platform

The cornerstone of Trust & Will is its intuitive, step-by-step web interface:

– It walks you through a series of plain-English questions, ensuring you don’t miss crucial details like alternate beneficiaries or healthcare directives.
– Progress is saved automatically, so you can work in short bursts or tackle the entire plan in one sitting.
– You get real-time summaries of your selections, making it easy to review and revise before finalizing anything.

State-Specific, Attorney-Designed Documents

Every plan is drafted by qualified attorneys and tailored to your state’s laws:

– Documents adapt to regional requirements, whether you live in California, New York, Texas, or anywhere else in the U.S.
– This reduces the risk of invalid clauses that could delay probate or invite legal challenges.
– It ensures that technical jargon is kept to a minimum, while still meeting rigorous legal standards.

Customizable Trust Setup

Setting up a trust has never been more transparent:

– Choose between a revocable living trust, an irrevocable trust, or specialty trusts for minors and charitable giving.
– Define trustees, successor trustees, and beneficiaries with clear instructions on how and when assets should be distributed.
– Implement fallback provisions in case any primary beneficiary can’t inherit under your plan.

Will Creation Made Simple

Writing your will typically involves confusing paperwork—Trust & Will simplifies the process:

– You can appoint guardians for minor children, name personal representatives, and list specific gifts of property or cash.
– The interface highlights common pitfalls—like forgetting to name a backup executor—so you’re fully protected.
– Revise your will at any time; updates are instantaneous and stored securely online.

Probate Assistance & Dedicated Case Management

If you’re settling an estate, Trust & Will offers robust probate support:

– Access a dedicated case manager who guides you through filing deadlines and court requirements.
– Receive checklists and document templates (e.g., letters of testamentary) to keep everything organized.
– Benefit from one-on-one support so you’re never left wondering about next steps or missing paperwork.

Secure Storage & Sharing

Once your documents are finalized, they’re stored with bank-level encryption:

– You and your designated representatives can access files instantly, even if the original signer is incapacitated.
– Digital shares can be emailed to family members or advisors, reducing the risk of lost paper copies.
– Every download or update is logged, providing an audit trail for peace of mind.

Unlimited Chat & Technical Support

Questions? Trust & Will’s support channels have your back:

– Enjoy unlimited live chat with knowledgeable agents who can clarify legal terminology or technical steps.
– Email support is available 24/7 if you prefer detailed, written guidance.
– Phone consultations can be booked for personalized help on more complex matters.

Pricing

Trust & Will keeps pricing straightforward and transparent. Whether you need a basic will, a full trust package, or both, there’s a plan that fits your needs:

• Basic Will Plan – Starting at $49 one-time fee
  • Ideal for straightforward estates
  • Includes a last will and testament, nomination of guardians, and digital storage
• Complete Trust Plan – Starting at $179 one-time fee
  • Revocable living trust setup
  • Successor trustee designations and detailed distribution instructions
  • Avoids probate court for faster asset transfer
• Estate Plan Bundle – Starting at $249 one-time fee
  • Combines will, trust, and healthcare directives
  • Dedicated case manager for probate or trust administration
  • Unlimited updates for life

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Benefits to the User (Value for Money)

Trust & Will delivers exceptional value, turning a traditionally stressful process into a clear, affordable experience:

• Cost Savings over Traditional Attorneys
  Preparing estate documents through a law office can cost hundreds or even thousands of dollars. Trust & Will offers attorney-drafted plans at a fraction of the cost.
• Time Efficiency
  With guided online workflows, you can complete your estate plan in under an hour instead of scheduling multiple in-person meetings.
• Legal Confidence
  Every document is built by attorneys and tailored to your state’s unique requirements, so you avoid the pitfalls of generic DIY templates.
• Lifetime Updates Included
  Life circumstances change—marriage, parenthood, or relocation. Unlimited revisions ensure your plan stays current at no extra cost.
• Seamless Probate Navigation
  For grieving families, the probate process can be overwhelming. Dedicated case managers and step-by-step resources ease the burden.
• Secure and Accessible Storage
  Bank-level encryption and digital sharing put your documents where you need them, exactly when you need them.

Customer Support

Trust & Will prides itself on responsive, expert customer service. If you have a question while drafting your will or trust, live chat agents are available to assist you in real time. Their representatives are trained to explain legal terms in everyday language, so even if you’re new to estate planning, you’ll never feel lost.

For more in-depth concerns—like unique family dynamics or complex asset distributions—phone consultations can be scheduled with seasoned attorneys. Email support is also on standby around the clock, meaning you can send in detailed questions and receive comprehensive, thoughtfully crafted responses.

External Reviews and Ratings

Across review platforms, Trust & Will consistently earns high marks for ease of use and affordability. On Trustpilot, users give it an average of 4.8 out of 5 stars, praising the guided interface and transparent pricing. Many reviewers highlight how the platform demystified estate planning and avoided the anxiety of traditional attorney fees.

That said, some customers have mentioned occasional wait times for attorney consultations during peak hours. Trust & Will has addressed this by expanding support staff and offering more self-help resources to reduce delays. Overall, even critical reviews note that the added assistance and logical workflow more than compensate for any brief hold times.

Educational Resources and Community

Beyond its core services, Trust & Will curates a wealth of educational content to empower users. Their official blog features articles on topics like updating your estate plan after major life changes, strategies for minimizing tax liabilities, and detailed guides to trusts for blended families.

Video tutorials walk you through every stage—from understanding probate to navigating the online dashboard. In addition, a community forum lets members share personal experiences, ask questions, and learn from one another. For those who prefer structured learning, Trust & Will also hosts periodic webinars with estate planning experts.

Conclusion

Drawing this all together, Trust & Will stands out as a user-friendly, legally robust solution for anyone looking to secure their family’s future without overspending. From guided document creation to probate assistance, you get attorney-level expertise in a modern, digital package.

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