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What is Trust & Will?

Trust & Will is an online estate planning platform built by attorneys to help you create Wills and Trusts without the traditional legal fees or lengthy consultations. In the context of trusts and estates, it offers a guided interface that walks you through:

• Setting up a Revocable Living Trust to avoid probate.
• Drafting a Last Will and Testament to name beneficiaries and guardians.
• Assigning powers of attorney and healthcare directives.

Every document is state-specific, automatically updated for legal compliance, and customizable to your family’s unique needs.

Trust & Will Overview

Founded in 2017 by estate planning attorneys and tech entrepreneurs, Trust & Will set out to demystify the world of trusts and estates. Their mission: make estate planning accessible, affordable, and legally sound for every household.

Key milestones include:

• 2018: Launched first online Trust builder with bank-level encryption.
• 2019: Served over 50,000 families and expanded to all 50 states.
• 2021: Introduced probate assistance with dedicated case managers.
• 2023: Achieved industry awards for user experience and innovation in legal tech.

Today, Trust & Will continues to refine its platform, adding unlimited attorney support and mobile-friendly access to keep your estate plan up to date.

Pros and Cons

Pros:

1. Affordable Pricing: Plans start well below traditional attorney fees, with transparent rates and no hidden costs.

2. Guided Interface: Step-by-step prompts break the process into bite-sized tasks, so you won’t feel overwhelmed.

3. State-Specific Documents: Your Will and Trust automatically comply with local laws, minimizing legal risks.

4. Unlimited Support: Chat with estate planning experts and attorneys any time you have a question.

5. Secure Storage: All information is encrypted at rest and in transit, giving you peace of mind.

6. Probate Assistance: Dedicated case managers guide you through settling an estate efficiently if a loved one passes.

Cons:

1. DIY Focus:

Some complex estates may still benefit from a full attorney review beyond the online tools.

2. Limited Face-to-Face Interaction:

While chat and phone support is available, there’s no in-person meeting option.

Features

Trust & Will offers a comprehensive feature set tailored to modern estate planners:

Trust Builder

Create a Revocable Living Trust to bypass probate court and keep your affairs private.

• Custom asset distribution rules.
• Successor trustee designation.
• Automated funding instructions.

Will Generator

Draft a Last Will and Testament that covers guardianship for minors and asset bequests.

• Name beneficiaries and alternate beneficiaries.
• Specify personal property distribution.
• Assign an executor you trust.

Power of Attorney & Health Care Directive

Appoint agents for financial and medical decisions if you’re incapacitated.

• Durable Power of Attorney form.
• Advance Health Care Directive form.
• HIPAA authorization.

Probate Support

If you’re handling a loved one’s estate, enjoy step-by-step guidance:

• Document gathering checklist.
• Filing support with local courts.
• Dedicated case manager.

Trust & Will Pricing

Trust & Will offers clear, budget-friendly plans so you know exactly what you’ll pay:

Essential Plan

Price: $159
Ideal for individuals who need a basic Will and Health Care Directive.

• Last Will & Testament
• Advance Health Care Directive
• Secure online storage

Deluxe Plan

Price: $349
Best for families setting up Trusts and Wills together.

• Revocable Living Trust
• Pour-over Will
• Power of Attorney forms
• Unlimited attorney support

Probate Plan

Price: $495+ court fees
Designed for executors navigating probate after a loved one’s death.

• Dedicated case manager
• Document preparation & filing assistance
• Unlimited chat support

Trust & Will Is Best For

Whether you’re building an estate plan from scratch or settling someone’s affairs, Trust & Will has you covered.

Young Families

Protect your children by naming a guardian and ensuring assets go where you intend.

Homeowners & Property Holders

Shelter real estate assets in a Trust to avoid probate delays and fees.

Executors Handling Probate

Follow a clear roadmap with a dedicated case manager guiding you through each probate step.

Retirees

Ensure your legacy, charitable gifts, and financial accounts are all addressed in one place.

Benefits of Using Trust & Will

• Simplicity: Clear guidance transforms a daunting process into manageable tasks.
• Speed: Complete your plan online in under an hour.
• Compliance: State-specific forms and automatic updates keep you legally sound.
• Affordability: Save thousands compared to traditional attorney fees.
• Security: Bank-level encryption protects your sensitive data.
• Support: Unlimited chat and attorney consultations ensure you never feel stuck.

Customer Support

Trust & Will prides itself on responsive, knowledgeable support. You can access live chat or schedule a call with an estate planning expert from Monday to Friday, 9 am to 6 pm ET. Email inquiries are answered within one business day.

For probate users, a dedicated case manager will guide you through document gathering, court filings, and final distribution tasks. This personalized approach reduces stress when settling an estate during a difficult time.

External Reviews and Ratings

Users consistently praise Trust & Will’s intuitive design and clear instructions. On Trustpilot, it holds a 4.7-star rating, with testimonials highlighting:

• “I finished my Will in under 30 minutes—never thought it could be so easy!”
• “The attorneys answered my questions quickly and clearly.”

Some reviewers note they would like more in-person options; however, the trust in online security and attorney support often offsets that preference.

Educational Resources and Community

Beyond document creation, Trust & Will offers a wealth of learning materials:

• Regularly updated blog articles on trusts and estates topics.
• Webinars led by estate planning attorneys.
• Interactive calculators for estate tax estimations.
• Community forums where users share experiences and tips.

These resources help you stay informed about new laws and best practices, ensuring your plan remains effective.

Conclusion

Planning your trusts and estates doesn’t have to be overwhelming or expensive. With Trust & Will’s user-friendly platform, state-specific documents, and expert support, you can secure your family’s future with confidence. Midway through your journey, you’ll appreciate how every step is broken into clear tasks, and how dedicated support is just a click away at Trust & Will. Ready to streamline your estate plan? Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and start now.