Mastering Estate Planning: Your DIY Will & Trust Guide
Estate planning can feel overwhelming, especially if you’re trying to navigate wills, trusts, and probate on your own. You want a clear roadmap that’s both legally sound and personalized to your needs—and that’s where Trust & Will comes in. Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and secure your family’s future with confidence.
Whether you’re drafting your first will or setting up a comprehensive trust, I’ve walked through every step of the process. Trust & Will has been built by attorneys, refined over years of service to thousands of clients, and designed to deliver an intuitive experience. Let’s explore how this platform can streamline your estate planning journey.
What is Trust & Will?
Trust & Will is an online estate planning platform that empowers you to create, edit, store, and share your legally valid will and trust documents. It’s a guided system, tailor-made for every U.S. state, that simplifies complex legal terminology into bite-sized tasks. With bank-level encryption, your sensitive information stays secure while you customize your plan to fit your unique circumstances.
Trust & Will Overview
Founded by legal professionals passionate about accessibility, Trust & Will launched with a mission: make estate planning easy, affordable, and transparent. Over the years, they’ve helped tens of thousands of families avoid costly probate and ensure their legacy is protected. From a small startup to a recognized leader in the estate planning space, the platform continues to evolve based on user feedback and changing laws.
Their streamlined interface walks you through naming guardians for minor children, assigning beneficiaries, setting up trusts, and more. If you ever need extra guidance, attorneys are available for one-on-one support, ensuring you never navigate an unfamiliar term or requirement alone.
Pros and Cons
Pros:
- Attorney-Designed Documents: All plans are drafted by licensed attorneys and updated to comply with state laws.
- Simple Guided Process: Step-by-step questions break down complex tasks into manageable steps.
- Secure Storage: Bank-grade encryption protects your personal data and documents.
- Affordable Pricing: Clear, budget-friendly plans with no hidden fees.
- Customizable: Tailored to your family’s needs—choose wills, trusts, or both.
- Unlimited Edits: Update your documents anytime as life circumstances change.
Cons:
- Not a substitute for complex estate or tax planning advice from a specialized attorney.
- Premium legal consultations may incur additional fees beyond the base plan.
Features
Trust & Will includes a suite of features designed to cover every aspect of your estate plan:
Will Creation
Define who inherits your assets and who cares for your minor children. The intuitive questionnaire guides you through naming executors, guardians, and beneficiaries.
Trust Setup
Protect assets from probate court delays and expenses by establishing a trust. Key elements include:
- Revocable Living Trust options
- Successor trustee assignments
- Funding instructions for real estate and financial accounts
Digital Vault
Store your final documents, health directives, and letters to loved ones in a secure online space. Access them anytime or share them with designated contacts.
Probate Assistance
If you’re administering a loved one’s estate, the dedicated case manager ensures every probate step is handled correctly and efficiently.
Attorney Support
Need legal advice? Schedule one-on-one consultations with licensed estate planning attorneys directly through the platform.
Trust & Will Pricing
Transparent pricing makes budgeting simple. Choose the plan that fits your needs:
Basic Will Plan
- Price: $89
- Ideal for single individuals or couples on a budget
- Includes: Last Will & Testament, Guardian Nomination, Beneficiary Designation
Deluxe Trust Package
- Price: $199
- Ideal for families with real estate or complex assets
- Includes: Revocable Living Trust, Pour-Over Will, Healthcare Directive, Durable Power of Attorney
Estate Admin Bundle
- Price: $349
- Ideal for personal estate settlement/probate assistance
- Includes: Probate Case Management, Document Filing Support, Dedicated Case Manager
Trust & Will Is Best For
No matter your situation, there’s a plan designed to help:
Young Families
Set up guardianship for minors and protect assets with a trust. Peace of mind knowing your children are safeguarded.
Homeowners
Avoid probate delays on real estate transfers by funding your trust with property deeds and financing details.
Entrepreneurs
Ensure business succession plans are in place. Name successors and outline asset distribution clearly.
Seniors
Update documents as health needs evolve. Add healthcare directives and power of attorney to guide medical decisions.
Benefits of Using Trust & Will
- Clarity for Loved Ones: Remove uncertainty by documenting your wishes clearly.
- Probate Avoidance: Trusts save time and money by bypassing court proceedings.
- Flexible Updates: Life changes? Make edits anytime without extra cost.
- Expert Guidance: Unlimited chat support and optional attorney consultations.
- Digital Access: Retrieve or share documents instantly from any device.
Customer Support
Trust & Will’s support team is available via live chat, email, and phone. They respond promptly and handle technical questions, helping you complete each step with confidence.
For more complex queries, schedule a video call with a licensed attorney. Their one-on-one consultations ensure you get personalized legal advice when you need it most.
External Reviews and Ratings
Most users praise the platform’s simplicity and affordability, giving Trust & Will an average rating of 4.8/5 stars on review sites. Customers often highlight how quickly they can finalize documents without confusion.
A few users note that complex estates may require additional legal counsel, but Trust & Will’s team is proactive in recommending tailored attorney support when needed.
Educational Resources and Community
Trust & Will offers a wealth of learning materials:
- Official blog articles on estate planning best practices
- Step-by-step video tutorials
- Webinars led by estate attorneys
- Community forums for peer questions and shared experiences
Conclusion
When it comes to estate planning, having a reliable, attorney-backed platform makes all the difference. Trust & Will combines legal expertise, affordable plans, and intuitive design to help you secure your legacy. Don’t wait—Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and start your personalized estate plan now.