Simple Estate Planning: Create Your Will and Trust Online
Searching for the ultimate guide to estate planning? You just landed on the right page. I’ve walked dozens of families through the process, and I know the confusion that can arise when you’re trying to protect your legacy. That’s why I recommend Trust & Will, the easiest way to create, edit, store, and share your legal estate documents online. Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.
You might feel overwhelmed by terminology like wills, trusts, probate, and guardianship. I’ve been there too. With years of service, thousands of satisfied clients, and bank-level encryption safeguarding your information, Trust & Will turns a complex legal journey into a guided, step-by-step experience designed around your needs.
What is Trust & Will?
Trust & Will is a fully online estate planning platform built and reviewed by attorneys to ensure your documents are legally valid in every state. It helps you create both wills and trusts tailored to your family situation, financial goals, and state regulations—all in one place.
Trust & Will Overview
Founded in 2017, Trust & Will set out to revolutionize a traditionally paper-heavy process. Its mission: make estate planning accessible, affordable, and painless. Since launch, the company has helped over 200,000 families secure their legacies, raising multiple rounds of funding to expand features like probate support, guardian assignment, and digital asset management.
Today, Trust & Will serves clients in all 50 states, offering unlimited edits, secure cloud storage, and optional attorney consultations for one-on-one guidance.
Pros and Cons
Pro: State-specific, legally valid documents designed by attorneys.
Pro: Guided, user-friendly online interface requires no legal background.
Pro: Unlimited edits and updates—adjust your plan as life changes.
Pro: Secure, bank-level encryption to protect your sensitive data.
Pro: Transparent pricing with budget-friendly plans for individuals and families.
Pro: Dedicated probate support and personal case manager if you need to settle an estate.
Con: No in-person meetings for those who prefer face-to-face legal advice.
Con: Additional fees apply for formal attorney review beyond the self-guided process.
Features
The platform’s core features cover all the essentials and more:
Will Builder
Create a comprehensive will in minutes by answering simple questions. The tool handles:
- Selection of executors and guardians
- Distribution instructions for assets and heirlooms
- Charitable bequests and funeral directives
Trust Setup
Set up a living trust to avoid probate and preserve privacy. Benefits include:
- Immediate access to assets for beneficiaries
- Protection for minors and special-needs family members
- Seamless transfer of property and investments
Probate Assistance
If you’re administering a recently deceased loved one’s estate, Trust & Will assigns you a case manager to guide you step by step through the probate process, reducing delays and legal fees.
Secure Document Storage
All your plans are stored in the cloud with bank-level encryption, so you can update, download, or share them anytime.
Attorney Support
Need extra peace of mind? Schedule a one-on-one phone or video session with an experienced estate planning attorney for personalized advice.
Trust & Will Pricing
Transparent, flat rates mean you won’t face surprise bills.
Basic Will Plan
Price: $89
Ideal for individuals with simple estates looking to create a will quickly.
Highlights:
- Complete will builder
- Unlimited edits
- Digital storage and sharing
Complete Estate Plan
Price: $149
Ideal for couples and families who need both a will and a trust.
Highlights:
- Will and trust documents
- Guardian and executor appointments
- Advanced directives and healthcare power of attorney
Probate Support Add-On
Price: $399
Ideal for personal representatives who need hands-on guidance.
Highlights:
- Dedicated case manager
- Customized probate paperwork
- Unlimited chat support
Trust & Will Is Best For
Whether you’re planning ahead or managing an estate, Trust & Will has you covered.
Young Professionals
Protect your digital assets and name guardians early, all without leaving home.
Growing Families
Ensure minor children are cared for and assets flow smoothly when life changes.
Executors & Personal Representatives
Simplify probate with dedicated support and clear task lists.
DIY Enthusiasts
Prefer to handle legal forms yourself? The guided platform walks you through every clause.
Benefits of Using Trust & Will
- Speed: Finish your will or trust in under 30 minutes.
- Clarity: Clear, plain-language questions remove uncertainty.
- Control: Make unlimited edits as personal or financial circumstances evolve.
- Cost Savings: Avoid lawyer retainer fees with flat, transparent pricing.
- Accessibility: Work from any device, anywhere, at any time.
- Security: Bank-level encryption keeps your data private and safe.
Customer Support
Trust & Will offers unlimited chat support and email assistance for all customers. Response times average under 2 hours on business days, ensuring you’re never left waiting when you have questions.
If your situation is more complex, schedule a one-on-one consultation with a licensed estate planning attorney to get personalized legal advice and document review.
External Reviews and Ratings
Users praise the intuitive interface and affordability, with an average 4.8-star rating on Trustpilot. Many highlight how quickly they could finalize their documents without stress. A few clients requested more customization for complex trusts, and the team has since added advanced trust templates to address those needs.
Educational Resources and Community
Trust & Will maintains an extensive blog covering topics like digital asset planning, tax considerations, and guardianship selection. Live monthly webinars and a community forum let you learn from experts and fellow users. Video tutorials break down each step of the process into easy-to-follow modules.
Conclusion
Crafting a solid estate plan doesn’t have to be daunting. With Trust & Will’s attorney-built, state-specific documents, guided platform, and secure storage, you can protect your loved ones and leave a lasting legacy. Mid-article resources and pricing details confirm that you don’t need an expensive lawyer retainer to get legally valid estate documents. Start your plan today by visiting Trust & Will, and remember to use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.
Ready to secure your future? Begin your online estate plan with Trust & Will now and give your loved ones the clarity and peace of mind they deserve.
