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What Is Trust & Will?

Trust & Will is a modern, web-based estate planning solution that empowers individuals and families to create, edit, and manage legal documents—wills, trusts, guardianship designations, and more—from any device. By combining cutting-edge software with attorney-verified templates, it removes the complexity of traditional planning. Whether you’re protecting a simple estate or establishing sophisticated asset protection strategies, this platform guides you through each decision point in clear, accessible terms.

Features

Trust & Will’s feature set is built to address every angle of estate planning, ensuring you have the clarity and peace of mind you need.

Attorney-Built Templates

All documents are drafted by licensed attorneys and updated regularly to reflect the latest legal standards. This ensures that every clause you include meets state-specific requirements and withstands court scrutiny.

• Each template incorporates state-specific statutes and language to meet local requirements.
• Regular reviews and updates ensure compliance with new laws and court rulings.
• Customizable sections allow you to add special instructions, charitable bequests, or digital asset distributions.

Guided Online Platform

The intuitive, question-driven interface walks you through every clause, so you never feel lost or overwhelmed. It’s designed to simplify complexity, turning legal jargon into straightforward questions.

• Progress indicators show your completion status in real time, keeping you motivated to finish.
• Contextual help icons explain legal terms and options in everyday language.
• Live previews display how the final document will look, minimizing surprises at signing.

Comprehensive Will Creation

Craft a will that addresses all your personal and financial wishes without needing a lawyer’s office visit. You can capture your intentions precisely, including special bequests and specific instructions.

• Appoint guardians and backup guardians for minor children, specifying care arrangements.
• Divide assets by percentage or specific dollar amounts among beneficiaries of your choosing.
• Include directives for digital accounts, pets, and personal property distribution.

Trust Setup and Management

Set up a living trust to protect assets during your lifetime and avoid probate delays after you’re gone. The platform simplifies trust funding and successor trustee appointments so your family can access assets smoothly.

• Define trust terms, beneficiaries, and successor trustees in a straightforward setup process.
• Transfer property titles, bank accounts, and investments into the trust with fill-in forms.
• Benefits include privacy, faster asset distribution, and the ability to manage trust assets if you become incapacitated.

Dedicated Probate Assistance

If you’re acting as an executor or handling probate for a loved one, you’ll appreciate the specialized guidance and case management. Trust & Will’s probate tools break down complex legal processes into manageable steps.

• A dedicated probate case manager helps you identify required court filings and deadlines.
• Custom checklists break down each court appearance, document, and fee.
• Attorney support ensures you avoid costly delays or mistakes that can arise in probate proceedings.

Secure Document Storage & Sharing

Keep all your estate planning documents in one encrypted, cloud-based vault accessible anytime. You control who sees what and when.

• Bank-level encryption protects sensitive information, from financial details to beneficiaries’ data.
• Invite family members, executors, or advisors to view or download documents with secure access links.
• Automatic backups and version history let you track changes and revert if needed.

Unlimited Attorney & Technical Support

Gain peace of mind knowing you can lean on experts at every step, whether you need legal clarification or platform assistance. Trust & Will ensures no question goes unanswered.

• Unlimited chat and email support connects you with knowledgeable staff 24/7.
• Schedule one-on-one video calls or phone consultations with licensed attorneys.
• Access step-by-step technical guides and FAQ resources for quick self-help solutions.

Pricing

Trust & Will offers transparent, tiered pricing designed for simplicity. You’ll see what you pay upfront, with no hidden fees. All plans include free document updates and online storage.

• Will Package – Perfect for a basic estate plan
  Standard Price: $159
  Includes a legally valid will, digital storage, basic beneficiary designations, and guardianship assignments.
• Trust Package – Ideal for asset protection and probate avoidance
  Standard Price: $399
  Includes a revocable living trust, pour-over will, trust funding documents, and successor trustee appointments.
• Complete Estate Bundle – Comprehensive coverage for wills, trusts, and probate
  Standard Price: $599
  Includes all features of the Will and Trust packages plus dedicated probate case management and unlimited attorney review.

Each plan can be customized with additional services such as notary assistance, expedited processing, and personalized estate planning reviews. Don’t forget to apply your code at checkout: Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.

Benefits to the User (Value for Money)

• Instant Financial Savings: Slash up to 25% off list prices, translating into real dollars saved on critical legal documents.
• DIY Convenience: Handle estate planning entirely online, fitting it around your schedule without booking in-person appointments.
• Legal Assurance: Attorney-reviewed, state-specific documents minimize the risk of challenges or invalidation in court.
• Flexible Updates: Life changes? Update your will, trust, or beneficiary designations for free anytime, ensuring your plan remains current.
• Probate Peace of Mind: Dedicated probate support expedites asset distribution and ensures you meet all legal requirements without guesswork.
• Security & Privacy: All data is protected with bank-level encryption, HTTPS security, and multi-factor authentication options for peace of mind.
• Scalable Solutions: From simple wills to complex trusts, plans grow with your needs without requiring a new provider or starting from scratch.
• Comprehensive Guidance: Unlimited chat, email, and phone support mean expert advice is always just a click or call away.
• Transparent Pricing: Know your total cost up front. No hidden fees, no surprise hourly legal bills—just clear, predictable pricing.
• Legacy Planning: Secure your family’s future with clear instructions for asset distribution, guardianship, and digital inheritance, all in one place.

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Customer Support

Trust & Will takes customer care seriously. Their dedicated support team is ready to assist you via chat, email, or phone. Chat support is available 24/7 for quick turnaround on technical questions, while email queries are typically answered within a few hours during business days. For more complex legal concerns, you can schedule a one-on-one consultation with a licensed estate planning attorney, ensuring you get tailored advice specific to your circumstances.

In addition to live assistance, the platform provides extensive self-help resources: detailed articles, step-by-step video tutorials, and an FAQ library covering every aspect of wills, trusts, and probate. If you ever encounter an unexpected issue—like document formatting or state law clarifications—help is literally a click or call away, making the process smoother from start to finish.

External Reviews and Ratings

Across review sites, Trust & Will earns high marks. On Trustpilot, it maintains a stellar 4.8 out of 5 based on thousands of user reviews, with customers praising the platform’s ease of use and the speed of document preparation. The Better Business Bureau awards an A+ rating, citing responsive support and transparent service terms. Legal publications such as Forbes Advisor and Investopedia highlight Trust & Will’s combination of affordability and professional quality as a standout feature in the digital estate planning space.

Of course, no company is flawless. Some users report occasional delays when requesting attorney consultations during peak hours, and a handful have noted that add-on services—like expedited reviews or printed document kits—can increase the final cost if chosen without attention. Trust & Will is actively addressing these concerns by expanding its attorney network to reduce wait times and simplifying the add-on selection process to prevent unexpected fees.

Educational Resources and Community

Beyond the core planning tools, Trust & Will invests heavily in user education. Their official blog features expert articles on topics like digital asset management, multi-state estate planning, and tax implications of trust distributions. Video tutorials walk you through every major step, from naming guardians to properly funding a trust, ensuring you feel confident before signing any document.

The community aspect is equally robust. Online forums hosted by Trust & Will allow members to share personal experiences, best practices, and creative solutions for unique estate planning scenarios. Regular webinars and live Q&A sessions with estate attorneys offer a deeper dive into specialized subjects—everything from planning for blended families to establishing charitable trusts.

Conclusion

After exploring the features, pricing structures, support offerings, and real-world feedback, it’s clear why Trust & Will stands out as an industry leader. The intuitive platform, coupled with attorney-reviewed documents and secure cloud storage, makes estate planning less intimidating and more accessible than ever. Even better, this limited promo (Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today) gives you the ultimate incentive to take action now.

Secure your family’s future, save significant costs, and gain lifelong peace of mind by visiting Trust & Will. Enter code Gimmie10 at checkout and finalize your estate plan with confidence.