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What Is Trust & Will?

Trust & Will is a user-friendly, guided online platform for creating legally valid wills, trusts, and related estate-planning documents. Designed by attorneys and customized by you, it ensures every plan is state-specific and tailored to your unique circumstances. Whether you’re just starting to think about what happens after you’re gone or you’re facing the probate process right now, Trust & Will has tools and support to streamline every step.

Its core use-cases include:

• Drafting wills that clearly designate beneficiaries and guardians.
• Establishing trusts to protect assets from probate delays and expenses.
• Updating and managing documents online as life circumstances change.
• Guiding individuals through probate settlement with expert assistance.

Features

Trust & Will packs a powerful feature set to simplify every aspect of estate planning and probate navigation. Below, I break down the key features that make this platform a top choice for families and individuals alike.

Guided Online Platform

This intuitive interface walks you through complex legal tasks in bite-size steps, so you never feel overwhelmed.

• Clear, jargon-free instructions on each page.
• Progress tracker showing completed and pending sections.
• Instant previews of your documents as you build them.

Customized Estate Plans Built by Attorneys

Every Trust & Will document is drafted by licensed attorneys and crafted to meet state-specific regulations.

• Templates tailored to your residence and asset types.
• Regular updates to comply with changing laws.
• Option for attorney review before finalizing.

Set Up a Trust

Create a living trust to transfer assets without probate delays, protect privacy, and save your loved ones time and money.

• Choose between revocable and irrevocable trusts.
• Define trustees, beneficiaries, and distribution terms.
• Includes pour-over wills to catch any missed assets.

Write a Will

Cover the basics—who takes care of minor children, who manages your estate, and how assets are divided.

• Designate guardians for dependents.
• Specify personal items and monetary distributions.
• Easy amendment process for life’s changes.

Probate Support

If you’re settling someone else’s estate, this toolset and personal guidance can make the process far less intimidating.

• Dedicated case manager to answer probate questions.
• Document checklists to gather required records.
• Step-by-step instructions for court filings.

State-Specific Legal Compliance

Laws vary from state to state, and Trust & Will ensures you get precisely what your jurisdiction requires.

• Automatic adjustments for state terminology and formatting.
• Inclusion of statutory forms and language.
• Regular legal reviews to stay up to date.

Secure Storage and Sharing

Once your documents are complete, they’re protected with bank-level encryption and stored in your private digital vault.

• Secure access for you and designated family members.
• One-click sharing with executors or attorneys.
• Automatic backups so nothing can be lost.

Unlimited Chat and Technical Support

Questions pop up—that’s why Trust & Will offers ongoing support to clarify any step.

• Live chat in the platform window.
• Email support with same-day responses.
• Optional phone consultations for complex issues.

Pricing

Trust & Will offers transparent, budget-friendly plans designed for different levels of estate planning needs.

• Basic Will Plan – Ideal for individuals focusing on a simple will.
  Price: $159*
  Inclusions:
  – Online guided will creation
  – Unlimited edits and updates
  – Digital vault storage
• Trust Plan – Best for individuals or couples wanting to avoid probate.
  Price: $399*
  Inclusions:
  – Living trust setup
  – Pour-over will
  – Nomination of guardians and trustees
  – Digital vault and secure sharing
• Premium Complete Plan – Comprehensive package with probate assistance.
  Price: $599*
  Inclusions:
  – Everything in Trust Plan
  – Dedicated probate case management
  – Attorney review session
  – Priority support

*Prices are subject to change; all three plans come with the option to add one-on-one attorney consultations for a small additional fee.

Benefits to the User (Value for Money)

With Trust & Will, every dollar you spend translates into peace of mind, legal security, and time saved. Here’s why the platform delivers top-tier value:

• Significant Cost Savings
  Skip expensive in-person attorney fees by using online templates vetted by legal professionals.
• Time Efficiency
  Complete your plan in under an hour instead of weeks of meetings and paperwork.
• Ongoing Updates at No Extra Charge
  Life changes—your estate plan keeps pace without additional fees for edits.
• Reduced Probate Expenses
  A properly structured trust can keep assets out of probate court, saving heirs thousands.
• Expert Back-Up
  Access to attorneys and case managers means no guessing; you get professional guidance when you need it.
• Secure Digital Storage
  Bank-level encryption protects your sensitive information at every step.

Customer Support

Trust & Will prides itself on responsive, multi-channel support that keeps you moving forward. The live chat feature within the platform allows you to ask quick questions and get immediate answers, while email inquiries are typically resolved within one business day. For any particularly nuanced issues or if you prefer verbal communication, you can schedule phone consultations with estate-planning specialists.

Beyond standard support, every plan includes access to a dedicated case manager (particularly valuable during the probate process). This professional guides you through each document, reviews your progress, and ensures nothing is overlooked. With optional one-on-one attorney reviews, you get personalized legal advice without the hefty price tag of traditional law firms.

External Reviews and Ratings

Trust & Will consistently earns high marks from independent reviewers and satisfied customers. On Trustpilot, users rate the service 4.7 out of 5 stars, praising its ease of use and affordability. The Better Business Bureau awards it an A+ rating, noting swift resolution of support tickets and transparent pricing.

Some users have mentioned occasional wait times for attorney consultations and minor confusion over state-specific terminology in rare cases. Trust & Will has responded by expanding its support team, adding more legal experts for quicker callbacks, and refining in-platform legends and help text to clarify any jargon.

Educational Resources and Community

Beyond its core tools, Trust & Will offers a wealth of educational content to empower users:

• Official Blog – Regular articles on estate-planning best practices, legal updates, and real-life case studies.
• Video Tutorials – Step-by-step walkthroughs of the platform, including advanced trust and probate modules.
• Webinars and Live Q&A – Monthly sessions led by estate-planning attorneys, with opportunity to ask specific questions.
• Comprehensive Documentation – Downloadable guides and checklists to prepare for each phase of planning or probate.
• User Forum – Community-driven space to share tips, discuss scenarios, and learn from others’ experiences.

Conclusion

After diving into every corner of this platform, it’s clear that Trust & Will delivers on its promise: an easy-to-use, attorney-backed, and affordably priced solution for all your estate-planning needs. From creating a basic will to setting up a comprehensive trust and navigating probate with dedicated support, it has everything you need under one roof. Ready to take action? Click here to start your plan now: Trust & Will and make your legacy count.

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