Master Trusts and Estates Planning in Minutes
If you’re diving into trusts and estates planning and seeking a simplified path to secure your legacy, you’re in the right place. I’ve discovered Trust & Will, an online estate planning platform that makes creating, editing, and storing your legal documents faster than ever.
Managing trusts and estates can feel overwhelming: state-specific regulations, probate hurdles, and the fear of leaving loved ones with confusion. I’ve relied on Trust & Will for its attorney-built templates, user-friendly guidance, and responsive support team. Plus, you can Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today, making it both simple and budget-friendly.
What is Trust & Will?
Trust & Will is an online estate planning service designed to help individuals and families create legally valid wills and trusts without the complexity of traditional methods. By combining attorney-crafted documents with a guided, interactive platform, Trust & Will streamlines every step of building and maintaining your estate plan.
Trust & Will Overview
Founded with the mission to democratize estate planning, Trust & Will launched as a modern alternative to costly law firms and confusing DIY kits. With roots in both legal expertise and user-centric design, the company has grown steadily, serving thousands of families across all 50 states.
From its humble beginnings, Trust & Will has introduced features like secure digital storage, automatic updates for life changes, and live chat support. Those innovations have earned recognition in legal-tech circles and positive feedback from satisfied customers nationwide.
Pros and Cons
Pros:
1. Attorney-Crafted Documents: Every will and trust template is written by licensed attorneys and tailored to statewide legal requirements.
2. User-Friendly Interface: Guided questionnaires break down complex decisions into manageable steps.
3. Affordable Pricing: Plans are wallet-friendly and often less expensive than traditional estate planning routes.
4. Secure Storage: Bank-level encryption keeps your sensitive information protected.
5. Unlimited Edits: Update your estate plan anytime without extra fees.
6. Dedicated Probate Support: Access a case manager if you need to navigate the probate process after a loved one’s passing.
Cons:
1. Limited Advanced Customization: Complex estates with unusual assets may require an attorney’s direct involvement.
2. No In-Person Meetings: All services are online, which might not suit those who prefer face-to-face consultations.
Features
Trust & Will offers a suite of tools to cover every aspect of trusts and estates planning:
Guided Will Creation
Answer straightforward questions about beneficiaries, asset distribution, and guardianship. The platform translates your responses into a fully customized legal will.
- Assign guardians for minor children
- Specify personal property gifts
- Designate an executor
Custom Trust Setup
Create a revocable living trust to bypass probate and keep your affairs private. Trust & Will’s step-by-step builder addresses funding, trusteeship, and successor designations.
- Prevent probate delays and fees
- Maintain confidentiality of your estate
- Enjoy flexibility to adjust terms anytime
Probate Assistance
If you’re administering an estate, Trust & Will assigns a dedicated case manager to guide you through court filings, creditor notifications, and asset distribution.
- Personalized action plan
- Document templates and checklists
- Live chat with probate specialists
Secure Document Vault
All your wills, trusts, and related paperwork are stored with bank-level encryption. Access and share files anytime, ensuring your loved ones have clarity when it matters most.
- Unlimited storage
- Instant digital access
- Controlled sharing permissions
Trust & Will Pricing
Transparent, budget-conscious plans let you choose the right level of coverage for your needs:
Basic Will Package
Price: $89
Ideal for: Individuals with straightforward estates
Highlights:
- Custom will template
- Simple asset distribution
- One-time plan creation
Trust & Will Package
Price: $159
Ideal for: Homeowners and parents
Highlights:
- Revocable living trust
- Will, power of attorney, and healthcare directive
- Unlimited edits
Estate & Probate Package
Price: $299
Ideal for: Executors settling an estate
Highlights:
- Probate case manager
- All legal filings and forms
- Dedicated support until closing
Trust & Will Is Best For
No matter your stage of life, Trust & Will serves a diverse audience:
Young Families
Ensure guardianship for your children and outline care instructions in a legally binding way.
Homeowners
Protect real estate assets from probate delays and transfer property smoothly to heirs.
Small Business Owners
Plan for business continuity by assigning successors and outlining operational duties.
Estate Executors
Simplify the probate process with a dedicated case manager and clear, step-by-step guidance.
Benefits of Using Trust & Will
- Clarity for Loved Ones: Eliminate confusion with detailed instructions and secure document sharing.
- Time Savings: Avoid lengthy court procedures with a funded trust and organized paperwork.
- Cost Efficiency: Enjoy affordable flat fees instead of unpredictable attorney bills.
- Ongoing Updates: Revise your plan as life changes—no added fees or complex processes.
- Legal Compliance: Stay state-compliant with attorney-reviewed, jurisdiction-specific templates.
Customer Support
Trust & Will’s support team responds promptly via live chat and email, guiding you through technical questions or clarifications on legal terminology. Their knowledgeable representatives ensure you feel confident at each step.
For probate clients, a dedicated case manager oversees your entire filing process. From gathering documents to final court approval, you’re never left guessing what comes next.
External Reviews and Ratings
Users consistently praise the simplicity and affordability of Trust & Will, citing clear instructions and quick turnarounds. Many reviews highlight significant savings compared to traditional attorney fees.
Some customers note limitations when dealing with highly complex estates or out-of-state property, but Trust & Will addresses these concerns by recommending specialized legal counsel when necessary, ensuring you always have the guidance you need.
Educational Resources and Community
Beyond document creation, Trust & Will offers a resource-rich blog, webinars on trusts and estates topics, and downloadable guides. Join live workshops to learn best practices or access an online community forum to exchange tips with other users.
Whether you’re just starting your estate plan or settling a legacy, these materials reinforce your knowledge and help you make informed decisions every step of the way.
Conclusion
Planning your trusts and estates doesn’t have to be daunting. With Trust & Will’s attorney-crafted documents, intuitive platform, and responsive support, you can create a comprehensive estate plan in minutes. Ready to secure your family’s future? Get started with Trust & Will today and Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.
