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What is Trust & Will?

Trust & Will is an innovative online platform designed to simplify and democratize the estate planning process. Gone are the days of expensive hourly lawyer fees and mountains of paperwork. Instead, Trust & Will provides a guided, state-specific approach to creating, editing, storing, and sharing your legal documents—all from the comfort of your home.

The platform empowers you to set up revocable living trusts, draft comprehensive wills, designate guardians for minor children, and prepare advanced healthcare directives. Each document is meticulously built by licensed attorneys and updated regularly to reflect current laws in all 50 states. With Trust & Will, you gain access to professional-grade estate planning tools at a fraction of the traditional cost.

Beyond document creation, Trust & Will also offers a dedicated Probate Service to guide executors through court filings, asset distribution, and creditor notifications. Their combination of technology, legal expertise, and personalized support transforms what was once a complex, time-consuming ordeal into a streamlined, stress-free experience.

Trust & Will Overview

Founded in 2017 by a team of legal professionals and tech innovators, Trust & Will set out with a clear mission: to empower families to protect their legacies without breaking the bank. Recognizing that 60% of Americans do not have an estate plan due to cost or complexity, the founders created a user-friendly platform that eliminates common barriers.

Key milestones in Trust & Will’s growth include:

• 2018: Launched nationwide service in all 50 states.
• 2019: Introduced Advanced Healthcare Directive feature for end-of-life wishes.
• 2020: Rolled out Probate Service with dedicated case managers.
• 2021: Achieved over 50,000 completed plans and secured Series A funding.
• 2022: Expanded attorney network and launched unlimited chat support.

Today, Trust & Will serves tens of thousands of clients annually and is recognized by top legal and financial publications for its innovation. Their commitment to transparency, security, and continuous improvement ensures you always have access to cutting-edge estate planning tools and expert advice.

Pros and Cons

Pros:

1. Affordable Flat Fees: Transparent pricing that undercuts traditional attorney rates.

2. Attorney-Crafted Documents: All templates are built and reviewed by licensed estate planning attorneys.

3. State-Specific Guidance: Content and forms are customized to comply with each state’s laws.

4. User-Friendly Interface: Clear, step-by-step questionnaires simplify complex legal concepts.

5. Dedicated Probate Support: Hands-on assistance from court filings to final distribution.

6. Secure Storage: Bank-level encryption safeguards your personal and financial information.

7. Unlimited Updates: Revise your documents anytime at no extra cost.

8. Comprehensive Coverage: Include wills, trusts, healthcare directives, and guardianship appointments.

Cons:

1. No In-Person Consultations: All interactions are remote, which may not suit those who prefer face-to-face guidance.

2. Limited Complex Trusts: For highly specialized estate strategies (e.g., dynasty trusts, charitable remainder trusts), you may need a specialized attorney beyond the platform’s standard plans.

Features

Trust & Will’s robust feature set ensures every aspect of your estate plan is covered and easily managed. Here’s a deep dive into the platform’s most valuable tools:

Set Up a Trust

With a revocable living trust, you can transfer assets, avoid probate, and maintain control during your lifetime. Key sub-features include:

• Guided asset scheduling and titling instructions.
• Successor trustee designation to ensure seamless transitions.
• Detailed distribution rules for beneficiaries at various stages.
• Easy amendments and revocation process whenever your circumstances change.

Write a Will

Ensure your final wishes are honored with a comprehensive will. Sub-features include:

• Assignment of personal property and collectibles.
• Designation of guardians for minor children.
• Executor appointment and powers outlined clearly.
• Funeral and burial directive integration.

Advanced Healthcare Directive

Specify medical decisions in critical situations with an easy-to-customize healthcare directive.

• Detail life-support preferences and organ donation.
• Assign healthcare proxies to make decisions on your behalf.
• Ensure state-compliant language for medical teams.

Probate Service

Facing probate can be daunting. Trust & Will’s Probate Service provides:

• A dedicated case manager assigned to your file.
• Guidance on court filings, deadlines, and fee schedules.
• Document collection, verification, and submission assistance.
• Personalized checklists to track each stage of the probate process.

Secure Document Vault

Access and manage your estate planning documents securely:

• Bank-level encryption for all stored files.
• Role-based permission settings for family or advisors.
• Instant PDF downloads and optional hard-copy delivery.
• Version history to track edits and updates.

Trust & Will Pricing

Transparency is at the heart of Trust & Will’s pricing. Choose the plan that best fits your needs without worrying about hidden fees or surprise billing.

Basic Plan

Price: $99


• Ideal for: Individuals seeking a simple will and basic guardianship directive.
• Includes: Online Will template, secure storage, unlimited plan revisions.

Premium Plan

Price: $259

• Ideal for: Families needing comprehensive trusts and healthcare directives.
• Includes: Revocable Living Trust, Will, Advanced Healthcare Directive, digital vault access.

Probate Service Add-On

Price: 4.5% of the gross estate value

• Ideal for: Executors seeking expert guidance through probate.
• Includes: Dedicated case manager, document preparation, court filing assistance.

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Trust & Will Is Best For

Whether you’re a first-time planner or a seasoned executor, Trust & Will offers tailored solutions for diverse audiences:

Young Families

Establish guardianship plans, appoint trustees, and secure peace of mind knowing your children’s future is protected.

High-Net-Worth Individuals

Leverage trusts to minimize probate delays, manage tax implications, and ensure a smooth asset transfer to beneficiaries.

Business Owners

Document succession plans, designate decision-makers, and safeguard your enterprise against uncertainty.

Estate Executors

Access Probate Service to streamline court filings, handle creditor notifications, and finalize the estate distribution efficiently.

Retirees and Pre-Retirees

Prepare healthcare directives, assign power of attorney, and keep your estate plan current as life circumstances evolve.

Benefits of Using Trust & Will

Choosing Trust & Will delivers significant value beyond basic document creation:

• Efficiency: Complete your entire estate plan in under an hour with guided prompts.
• Affordability: Flat-fee pricing provides huge savings compared to traditional attorney costs.
• Legal Accuracy: All documents are drafted and reviewed by licensed estate planning attorneys.
• Flexibility: Unlimited edits and annual compliance checks keep your plan up to date.
• Reliability: State-specific forms ensure your plan meets all local legal requirements.
• Support: Live chat, email, and phone assistance from knowledgeable estate planning experts.

Customer Support

Trust & Will’s customer support team is renowned for its responsiveness and expertise. You can reach out via live chat or email seven days a week, and they’ll guide you through any technical or legal questions you encounter. From clarifying trust provisions to walking you through the healthcare directive, expert assistance is always just a click away.

If you require more personalized advice, schedule a one-on-one consultation with a licensed attorney. These virtual sessions offer in-depth explanations of complex estate strategies and ensure your plan aligns perfectly with your goals and family dynamics. Trust & Will’s support infrastructure guarantees you never feel alone in the process.

External Reviews and Ratings

Trust & Will consistently earns high marks across independent review sites. On Trustpilot, users rate the platform 4.8 out of 5 stars, praising its intuitive design, affordability, and comprehensive guidance. Many reviewers highlight how quickly they completed their plans—often in under an hour—compared to days or weeks with a traditional attorney.

Negative feedback is rare but typically centers around requests for more complex trust offerings or in-person consultation options. In response, Trust & Will has expanded its attorney network, introduced live webinars for advanced topics, and strengthened its Probate Service to better serve clients with multifaceted estates.

Educational Resources and Community

Beyond its core platform, Trust & Will provides an extensive library of educational materials on trusts and estates. Their blog features deep-dive articles on topics like estate tax planning, digital asset management, and multigenerational wealth transfer strategies. You’ll also find downloadable checklists, sample forms, and case studies that illustrate real-world scenarios.

Monthly webinars led by estate planning attorneys cover timely subjects—from Medicare considerations to charitable giving through trusts. The community forum fosters peer-to-peer support, where members share insights, ask questions, and learn best practices. Whether you prefer reading articles, watching videos, or engaging in live discussions, Trust & Will’s educational ecosystem has you covered.

Conclusion

Planning your trusts and estates shouldn’t be a daunting, expensive endeavor. With Trust & Will, you gain an affordable, attorney-backed solution that guides you through every step—whether you’re creating a will, establishing a trust, or navigating probate. The platform’s intuitive interface, comprehensive feature set, and dedicated support empower you to secure your legacy with confidence.

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