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What Is Trust & Will?

Trust & Will is an all-in-one online estate planning platform designed to help individuals create state-specific, legally valid wills and trusts from the comfort of home. Built by seasoned attorneys and customized by you, it streamlines the process of setting up your legacy so your loved ones aren’t burdened by ambiguity or probate hurdles.

Use cases include:

• Setting up a living trust to safeguard assets and bypass probate court delays.
• Drafting a will that clearly outlines guardianship for minors and beneficiaries for personal property.
• Updating existing documents to reflect life changes like marriage, childbirth, or relocation.
• Navigating probate proceedings for a recently departed family member, backed by a dedicated case manager.

Features

Trust & Will offers a suite of features crafted to simplify estate planning at every stage. Below is a deep dive into the key tools that set this platform apart.

Guided Online Platform

The intuitive questionnaire style interface breaks down complex legal jargon into bite-sized tasks. You’ll feel guided rather than overwhelmed.

• Step-by-step prompts for every section of your trust or will.
• Tooltips and plain-language explanations for legal concepts.

Will Creation

Create a customized will that covers guardianship of minors, asset distribution, and executor appointment.

• Choose primary and backup guardians for dependents.
• Define specific bequests such as jewelry, real estate, or digital assets.

Trust Setup

Safeguard your estate from probate court with a living trust that allows seamless asset transfer.

• Revocable or irrevocable trust options.
• Instructions for successor trustees and asset management during incapacity.

Probate Services

If you’re handling a loved one’s estate, the platform’s probate assistance streamlines the legal process and reduces court fees.

• Dedicated case manager to answer every question.
• Document preparation and filing guidance specific to your state.

Attorney Support

Unlimited chat and one-on-one consultations ensure you get legal advice exactly when you need it.

• Flat-fee attorney reviews available for an extra layer of assurance.
• Live chat support for quick clarifications.

Secure Storage & Updates

All documents are stored with bank-level encryption, and you can update your plan at any time as life evolves.

• Automatic reminders to review and revise regularly.
• Instant digital access for you and named beneficiaries.

State-Specific Customization

Legal requirements differ across jurisdictions; Trust & Will ensures your documents adhere to state laws.

• Tailored templates for all 50 states.
• Regular updates to reflect legislative changes.

Pricing

Trust & Will delivers transparent pricing and a range of plans to fit different needs and budgets.

• Simple Will Plan – Ideal for straightforward wills. Price: $89 one-time fee.
  • Professional will template
  • Digital storage and updates
• Complete Trust Plan – Best for asset protection. Price: $249 one-time fee.
  • Revocable living trust
  • Pour-over will and power of attorney
  • Healthcare directives
• Estate Bundle Plan – Comprehensive package. Price: $399 one-time fee.
  • All trust and will features
  • Attorney consultation credit
  • Unlimited updates
• Probate Service Plan – For settling estates. Price: $199 flat fee.
  • Dedicated case manager
  • Document prep and filing assistance
• Executor Support Add-On – Supplemental help. Price: $49 one-time fee.
  • Guidance for executors handling probate steps
  • Checklist and ongoing support

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Benefits to the User (Value for Money)

Investing in Trust & Will means:

• Cost Savings on Legal Fees – Avoid hourly attorney charges by using guided templates and flat-rate consultations.
• Time Efficiency – Complete your estate plan in under an hour with step-by-step assistance.
• Peace of Mind – Legally valid, state-specific documents crafted by real attorneys.
• Long-Term Flexibility – Unlimited updates ensure your plan evolves alongside your life changes.
• Secure Access – Bank-grade encryption means your documents are safe and available 24/7.

Customer Support

Trust & Will’s support team is known for rapid response times via live chat and email. Whether you have a simple question about naming a guardian or need guidance on complex trust structures, you’ll get expert help promptly.

If you prefer a direct conversation, phone support and one-on-one attorney consultations are also available. Every customer is paired with a case manager when tackling probate, ensuring personal attention from start to finish.

External Reviews and Ratings

On TrustPilot, Trust & Will averages a 4.8-star rating, with users praising the platform’s clear interface and helpful prompts. Customers report feeling empowered to complete estate planning without feeling lost in legalese.

Some negative feedback centers on occasional delays in attorney consultation scheduling. Trust & Will has addressed this by expanding their legal team and offering more flexible appointment slots, reducing wait times significantly.

Educational Resources and Community

Trust & Will maintains an extensive blog covering topics like “Steps to Update Your Will After a Move” and “How a Living Trust Can Avoid Probate.” Video tutorials walk you through each section of the platform, and downloadable guides break down key terms.

For peer support, an active online community forum connects users who share best practices and personal experiences. Webinars hosted by estate planning attorneys dive deeper into niche subjects such as digital asset management and multi-state planning.

Conclusion

Estate planning doesn’t have to be daunting or expensive. With Trust & Will, you get an attorney-backed, user-friendly platform that guides you every step of the way. From drafting wills and trusts to navigating probate, the tools and support are robust, affordable, and secure.

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