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What Is Trust & Will?

Trust & Will is an online estate planning platform designed to simplify the creation, management, and updating of legally valid wills and trusts. Built by attorneys and customized by you, it guides you through each step of drafting documents that meet your state’s requirements. Whether you’re mapping out guardianship for minor children, assigning beneficiaries, or setting up a trust to avoid probate court delays, Trust & Will covers it all.

Core use-cases include:

• Setting up a revocable living trust to protect assets and bypass probate.
• Drafting a basic or comprehensive will for guardianship and asset distribution.
• Navigating probate after a loss with a dedicated case manager.
• Storing and sharing your documents securely online.
• Accessing one-on-one attorney support whenever you need clarification.

Features

The platform is loaded with attorney-designed tools and user-friendly interfaces that streamline estate planning. Below are the standout features that make Trust & Will a go-to choice for families and individuals:

Trust Creation

Establish a revocable living trust in minutes.

• Step-by-step guidance to name beneficiaries and successor trustees.
• Automatic funding instructions to properly transfer assets.
• Customizable clauses for special conditions (e.g., education funds or pet trusts).

Will Drafting

Create a legally binding will tailored to your family’s needs.

• Decide guardianship for minor children.
• Outline asset distribution instructions by category or by individual.
• Specify funeral arrangements and organ donation preferences.

Probate Assistance

Navigate the probate process with confidence.

• Dedicated case manager to answer questions at each step.
• Document checklists and status updates to keep you on track.
• Support for estate valuation, creditor notifications, and court filings.

Secure Storage & Sharing

Store your documents with bank-level encryption.

• Accessible 24/7 via desktop or mobile.
• Share view-only or editable links with family, executors, or attorneys.
• Automatic backups to prevent data loss.

Attorney Support

Unlimited chat and email support, plus the option for one-on-one consultations.

• Clarify legal jargon and get personalized advice.
• Schedule video calls for complex estate questions.
• Keep your plan up to date with evolving laws or life changes.

State-Specific Validity

All documents are customized by state to ensure legal compliance.

• Built-in checks to prevent common regional errors.
• Automatic updates when legislation changes state requirements.
• Peace of mind that your plan will hold up in court.

Pricing

Trust & Will offers transparent, budget-friendly plans with no hidden fees. You can choose the level of coverage that fits your situation and budget. For a limited time you can Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today when you sign up.

• Basic Will Plan: $39
  • Ideal for young adults or pet owners.
  • Includes a customizable will and executor designation.
  • One-time updates within 30 days.
• Living Trust Plan: $149
  • Best for homeowners and those with multiple assets.
  • Revocable living trust + will + power of attorney + healthcare directive.
  • Lifetime updates included.
• Complete Estate Plan: $259
  • Comprehensive coverage for blended families and high-net-worth estates.
  • All trust plan features + advanced tax planning add-ons.
  • Priority lawyer reviews and unlimited document revisions.

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Benefits to the User (Value for Money)

Investing in an estate plan through Trust & Will delivers tangible benefits that far outweigh the cost:

• Save Time and Effort
  You can complete your documents in under 30 minutes thanks to intuitive prompts and automated checks. No more struggling with blank templates or complex legal forms.
• Avoid Costly Probate
  Setting up a trust can prevent your loved ones from incurring legal fees and lengthy court delays. This preserves more of your assets for those you care about.
• Lifetime Updates
  Major life changes—marriage, divorce, birth of a child—are easy to incorporate at no extra charge under most plans. Your estate plan grows with you.
• Access to Attorneys
  For questions big or small, jurisdiction nuances or specific clauses, you have direct channels to legal experts without the hefty hourly rates.
• Peace of Mind
  Knowing your legacy is documented and stored securely means you can focus on living fully, without worrying about what happens afterward.

Customer Support

Trust & Will prides itself on rapid, responsive assistance across multiple channels. Whether you have a quick question about beneficiary designations or need in-depth guidance on trust funding, the support team typically replies within a few hours via chat or email. For urgent matters, live chat often connects you with a knowledgeable representative in under a minute.

Beyond digital channels, you can schedule phone consultations or video calls with licensed attorneys. This personal touch ensures that you never feel lost in the estate planning process. From document review to post-signing questions, support extends throughout the lifetime of your plan, so you always have an expert resource at your fingertips.

External Reviews and Ratings

Trust & Will consistently earns high marks from independent reviewers and satisfied customers:

• Trustpilot: 4.8/5 stars—Users praise the clear instructions and affordability.
• Better Business Bureau: A+—Recognized for transparent policies and quick resolution of concerns.
• PCMag Editor’s Choice—Awarded for user-friendly interface and robust feature set.

Some reviewers note room for improvement in mobile app functionality and occasional delays during peak support hours. The company is actively addressing these points by rolling out a redesigned mobile interface and expanding its customer care team to ensure faster response times.

Educational Resources and Community

Beyond its core platform, Trust & Will offers a treasure trove of educational content:

• Official Blog with articles on estate planning tips, legal updates, and real-life case studies.
• Video Tutorials walking you through each section of your plan—from naming guardians to funding trusts.
• Webinars and Live Q&A sessions featuring estate planning attorneys and financial advisors.
• User Forum where members exchange advice, share success stories, and offer peer support.
• Help Center Documentation with step-by-step guides, FAQs, and downloadable checklists.

Conclusion

After exploring every feature, plan option, and support channel, it’s clear that Trust & Will offers a comprehensive, accessible solution for anyone ready to secure their legacy. With attorney-approved documents, state-specific customization, and secure online storage, you get a professional estate plan at a fraction of traditional costs. Don’t miss out on this limited-time opportunity—Trust & Will has never been more affordable.

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