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What Is Trust & Will?

Trust & Will is an online estate planning platform designed to simplify the process of creating legally valid Wills and Trusts. It guides you step by step, ensuring your documents meet state-specific requirements and reflect your unique wishes. Whether you’re establishing guardianship for minors, protecting assets from probate, or detailing how your legacy will be distributed, Trust & Will puts you in control—without the hefty lawyer’s bill.

Features

Trust & Will stands out by combining robust legal frameworks with a user-friendly interface. Below are some of the core features I’ve found most valuable.

Guided Online Platform

This intuitive system walks you through each section of your estate plan:

– Easy-to-follow prompts clarify legal terminology.
– Progress tracker ensures you never miss a critical step.
– Cloud-based editing so you can update details on the fly.

Customizable Will Creation

You decide who inherits your assets, and the platform adapts to your choices:

– Assign guardians for minor children or dependents.
– Specify personal items for specific beneficiaries.
– Add special provisions for pets or sentimental heirlooms.

Comprehensive Trust Setup

Bypassing probate can save time and money for your heirs:

– Revocable living trusts that you can amend anytime.
– Funding instructions so assets transfer seamlessly.
– Protections for blended families or special-needs beneficiaries.

Attorney-Designed Documents

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

– Legally approved language minimizes risk of contest.
– Regular updates to reflect changes in legislation.
– Option to consult a lawyer for personalized advice.

Secure Storage & Sharing

Keep your confidential documents safe and accessible:

– Bank-level encryption for all uploaded information.
– Controlled sharing with executors, trustees, or loved ones.
– Digital vault ensures you always have the latest copy.

Probate Assistance

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

– Dedicated case manager to guide you step by step.
– Document templates for inventories, notices, and court filings.
– Unlimited chat support to answer procedural questions.

Pricing

Trust & Will’s pricing is transparent and budget-friendly, with clear tiers based on your needs.

• Will Plan
  Suited for those who need a straightforward will without the complexity of trusts.
  Price: $159 one-time fee
  Inclusions:
  – Custom Last Will & Testament
  – Digital storage and easy editing
  – Support for naming guardians and executors
• Trust Plan
  Ideal for individuals aiming to avoid probate and protect assets.
  Price: $349 one-time fee
  Inclusions:
  – Revocable Living Trust document
  – Transfer instructions for bank accounts and real estate
  – Letter of Intent for special circumstances
• Bundle Plan
  Our most comprehensive option, combining both Will and Trust.
  Price: $499 one-time fee
  Inclusions:
  – Everything in Will Plan + Trust Plan
  – Pour-over Will to capture leftover assets
  – Advanced healthcare directives and power of attorney

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Benefits to the User (Value for Money)

Choosing Trust & Will means investing in peace of mind. Here’s what you get in return:

• Significant Cost Savings
  Online rates are a fraction of typical attorney fees, even before applying the limited discount. For a small one-time fee, you gain lifetime access to editable documents.
• Time Efficiency
  Skip multiple lawyer appointments—complete your plan in under 30 minutes. Step-by-step guidance cuts confusion and speeds up the process.
• Legal Confidence
  Documents are drafted by licensed attorneys and kept current with state laws. You can rest assured your Will and Trust hold up in court.
• Flexibility & Updates
  Life changes—marriage, children, new assets—are easily reflected with unlimited edits. No extra cost for future revisions.
• Secure Access
  All information is protected with bank-grade encryption. You and your beneficiaries can retrieve documents from anywhere, anytime.

Customer Support

Trust & Will’s customer support team prides itself on responsiveness. Whether you prefer email or live chat, you’ll usually receive a helpful reply within a few hours. Phone support is also available during business hours, so you can discuss complex concerns directly with a trained specialist.

Beyond basic troubleshooting, the platform provides unlimited chat assistance throughout every stage of document creation. If you need personalized legal insight, you can schedule one-on-one consultations with estate planning attorneys at an additional but transparent rate.

External Reviews and Ratings

Users consistently praise Trust & Will for its simplicity and affordability. On independent review sites, it garners an average rating of 4.7 out of 5 stars based on thousands of verified reviews. Customers frequently highlight how the guided interface demystifies complex legal topics and speeds up planning.

Some critiques mention occasional delays in verification or the desire for more live video walkthroughs. The company has responded by expanding its verification team and adding short tutorial videos to the help center. Ongoing improvements demonstrate Trust & Will’s commitment to user feedback.

Educational Resources and Community

Trust & Will maintains a rich library of articles and guides on everything from estate planning basics to complex trust strategies. Their official blog tackles current topics—such as tax implications and digital asset planning—so you stay informed of emerging trends.

If you learn best by watching, video tutorials cover each step of Will and Trust creation. There’s also a user community forum where individuals share real-life tips, ask questions, and offer advice based on personal experiences. All documentation is regularly updated to reflect new regulations, ensuring you have reliable guidance at every turn.

Conclusion

After reviewing every aspect—from core features and pricing tiers to support channels and external accolades—it’s clear that Trust & Will delivers exceptional value. I’ve walked you through how easy it is to craft your Will or Trust, tailor it to your family’s needs, and keep it updated for life. Plus, with this exclusive limited discount, there’s never been a better time to take action. Secure your estate plan with Trust & Will today and experience peace of mind.

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