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What Is Trust & Will?

Trust & Will is an all-in-one online estate planning platform designed to help individuals create, edit, store, and share customized Wills and Trusts with ease. Built by attorneys and tailored for each user’s state-specific requirements, it simplifies the often intimidating process of estate planning into an intuitive guided workflow.

Use cases for Trust & Will include:

• Young families wanting to appoint guardians for children and outline inheritance details.
• Homeowners and asset holders seeking to avoid probate delays through a trust.
• Executors and beneficiaries needing streamlined tools and support during probate administration.
• Anyone desiring a secure, legally valid plan to ensure loved ones receive clear instructions when the time comes.

Features

Trust & Will offers a suite of robust features, each crafted to ensure you can confidently create a legally binding estate plan that reflects your wishes. Here’s a closer look at what you get:

Guided Online Platform

The interactive, step-by-step interface walks you through every question, providing plain-English explanations and real-time validation. You won’t have to guess what to do next.

• Task breakdown: Each phase of planning is divided into clear, manageable tasks—no overwhelm.
• Progress saving: Automatically save your progress and revisit any section at any time.
• Contextual help: Inline tips offer legal context so you can make informed decisions.

Customizable Estate Plans

Whether you need a simple will or a comprehensive plan involving trusts, the platform adapts to your needs. Templates adjust based on your family structure, assets, and the laws in your state.

• State-specific language: Documents comply with local legal requirements out of the box.
• Dynamic clauses: Add special conditions for digital assets, charitable bequests, or pet care.
• Multiple revisions: Edit and update your plan anytime without extra fees.

Trust Creation Tools

Trusts help your loved ones avoid the costly and time-consuming probate process. Trust & Will’s trust builder simplifies this traditionally complex task.

• Funding guidance: Instructions on how to retitle assets under the trust.
• Successor trustee selection: Assign backup trustees to step in if the primary trustee is unavailable.
• Protections: Include spendthrift clauses to safeguard inheritances for beneficiaries.

Will Drafting Tools

For those with simpler estates or who want to cover the basics first, the will drafting module delivers a straightforward approach.

• Guardian designation: Choose caretakers for minor children.
• Asset distribution: Specify who gets what, down to percentages or individual items.
• Funeral directives: Document your final wishes regarding services and memorials.

Probate Support

Losing a loved one can be overwhelming, and navigating probate often feels like wading through legal quicksand. Trust & Will offers specialized probate assistance to help executors through each step.

• Dedicated case manager: Personalized guidance from filing to closing.
• Document templates: Standardized forms for petitions, inventories, and final accounts.
• Timeline estimates: Forecasts for each probate phase so you know what to expect.

Secure Storage & Bank-Level Encryption

Your sensitive information deserves top-tier protection. Trust & Will secures your data with the same encryption protocols used by financial institutions.

• Automatic backups: Redundant storage ensures your documents are never lost.
• Two-factor authentication: Add an extra layer of login security.
• Access controls: Decide who sees your documents and when.

One-on-One Attorney Support

For those moments when you need expert legal input, real attorneys are just a chat away. Whether it’s a clarifying question or a detailed review, support is on demand.

• Unlimited chat: Get timely answers to pressing questions.
• Document reviews: Schedule a one-hour session for a professional assessment.
• Hourly consultations: Book specialized legal advice for complex estates.

Pricing

Trust & Will offers transparent pricing with no hidden fees. Here’s a breakdown of each plan and who it best serves:

• Basic Will Package – Ideal for individuals or couples with straightforward estates.
  • Price: $89
  • Includes: Last Will & Testament, guardian nomination, funeral planning add-on.
  • Support: Unlimited chat support; state-specific documents.
• Complete Trust & Will Bundle – Best for asset protection and probate avoidance.
  • Price: $259
  • Includes: Revocable Living Trust, Pour-Over Will, Financial Power of Attorney, Healthcare Directive.
  • Support: One live attorney session plus unlimited chat; secure electronic signing.
• Executor & Probate Administration – For executors handling a loved one’s estate.
  • Price: Starting at $399 (varies by estate complexity).
  • Includes: Dedicated case manager, step-by-step filings, document templates, status tracking.
  • Support: Phone, email, and live chat from experienced probate specialists.

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Benefits to the User (Value for Money)

Investing in Trust & Will brings a host of advantages that go beyond just saving money:

• Clarity and Peace of Mind:
  You receive a comprehensive, legally compliant plan that eliminates uncertainty and keeps your loved ones informed.
• Significant Cost Savings:
  Avoid high attorney retainer fees by leveraging an affordable flat-rate service with built-in legal expertise.
• Time Efficiency:
  Complete your estate documents in under an hour—compared to weeks or months with traditional methods.
• Flexibility and Control:
  Update your plan as life changes—marriage, children, new assets—without extra charges or re-drafting hassles.
• Secure and Accessible:
  Bank-level encryption and cloud storage mean your documents are always safe and retrievable from anywhere.
• Professional Support:
  When in doubt, they’re just one click or call away—no navigating phone trees or waiting weeks for appointments.

Customer Support

Trust & Will prides itself on prompt, helpful customer service. Whether you have a simple question about document clauses or need in-depth probate guidance, the support team is reachable via live chat, email, and phone. Responses to chat inquiries typically arrive in minutes, while email requests are answered within one business day. The platform’s interface also features tooltips and an extensive FAQ library to help you find quick answers on your own.

For a more personalized experience, one-on-one attorney consultations are available for those requiring detailed legal input. Probate clients receive a dedicated case manager who walks them through each court filing, form completion, and deadline, ensuring no step is missed. This dual-layered approach—automated help resources paired with real human experts—strikes the perfect balance of efficiency and empathy.

External Reviews and Ratings

On Trustpilot, Trust & Will holds a 4.8-star rating from over 8,000 reviews, with users praising the platform’s ease of use and clear instructions. Consumer Affairs rates it 4.6 out of 5, highlighting the “incredible value for the price.” Forbes Advisor awarded it “Best Online Estate Planning Tool” in 2023.

Some negative feedback notes occasional slowdowns during peak usage times and requests for more video walkthroughs. Trust & Will has addressed these concerns by upgrading server capacity and launching a series of short tutorial videos on common topics like trust funding and executor responsibilities. The company continues to collect user feedback and implement improvements every quarter.

Educational Resources and Community

Beyond the core platform, Trust & Will offers an array of educational assets to help you learn the ins and outs of estate planning:

• Official Blog: Regular posts cover topics from “How Trusts Work” to “Estate Planning for Blended Families.”
• Video Tutorials: Short, focused guide videos demonstrate how to complete each section of your plan step by step.
• Webinars and Live Q&A: Monthly sessions led by estate attorneys on timely topics like digital asset planning and tax considerations.
• Resource Center: Downloadable checklists, flowcharts, and worksheets you can print or save to organize your estate documents.
• Community Forum: Connect with other users to share tips, ask questions, and learn from real-world experiences.

Conclusion

In summary, Trust & Will transforms a traditionally complex, time-consuming process into an accessible, affordable experience without compromising legal quality. From intuitive guided workflows and customizable trusts to robust probate support and bank-level encryption, every feature serves to protect your family and your peace of mind. Mid-way through your planning journey, you can always return to your dashboard, make edits, and save changes securely.

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