Searching for the ultimate guide to trust and estate attorney solutions? You’ve come to the right place. If you’re ready to take control of your legacy and protect your loved ones, Trust & Will offers a guided, attorney-built platform that simplifies every step of the estate planning journey.

I understand how overwhelming the idea of wills, trusts, and probate can feel. Over the past decade, I’ve helped hundreds of families gain peace of mind, and I’m excited to share how Trust & Will—backed by experienced attorneys—can help you too. Plus, right now you can Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today and secure your plan at an unbeatable value.

What is Trust & Will?

Trust & Will is an online estate planning platform designed to help you create legally valid, state-specific trusts and wills without hours of attorney fees. It combines a user-friendly interface with expert legal guidance so you can:

• Draft a customized will covering guardianship, asset distribution, and funeral preferences
• Set up one or more trusts to safeguard major assets and avoid probate delays
• Access unlimited edits, secure storage, and attorney support whenever you need it

Every plan is built by licensed attorneys, tailored to your circumstances, and designed to meet the exact requirements of your state’s laws.

Trust & Will Overview

Founded in 2017 by a team of legal innovators, Trust & Will set out to disrupt the traditional estate planning industry. What began as a small startup with a simple mission—to make wills and trusts accessible—has grown into a nationally recognized platform helping tens of thousands of families across all 50 states.

The company’s mission is clear: eliminate complexity and high costs from estate planning. Milestones include securing over $10 million in funding, partnering with leading financial organizations, and earning a reputation for best-in-class customer support. Today, Trust & Will remains committed to continuous innovation, rolling out features like probate assistance and trustee recommendations based on attorney best practices.

Pros and Cons

Pros:

1. Attorney-Built Documents: All plans are drafted by licensed estate planning attorneys to ensure legal validity and compliance with state laws.

2. User-Friendly Platform: Intuitive, step-by-step guidance walks you through every question, making complex legal concepts easy to understand.

3. Cost Savings: Up to 80% less expensive than traditional attorney fees, with transparent pricing and no hidden costs.

4. Unlimited Updates: Life changes—marriage, children, new property—are covered with unlimited plan edits at no extra charge.

5. Secure Storage: All documents are stored with bank-level encryption, available for download and sharing at any time.

6. Probate Assistance: Dedicated case managers help executors navigate probate if a loved one passes, reducing stress and delays.

7. Guardianship Designation: Clearly appoint guardians for minor children, avoiding family disputes and court surprises.

8. State-Specific Customization: Documents automatically adjust to satisfy each state’s unique legal requirements.

Cons:

1. Limited In-Person Interaction: While one-on-one attorney consultations are available, the service is primarily online, which may not suit every learning style.

2. Complex Estates May Need More Help: High-net-worth individuals with complex tax planning needs may still require traditional estate attorneys.

3. No Ongoing Tax Advisory: The platform does not provide tax planning services beyond basic asset transfer strategies.

Features

Trust & Will offers a comprehensive suite of features designed to cover every facet of estate planning.

Guided Document Creation

Step-by-step questionnaires simplify complex legal jargon. You answer personal and financial questions, and the system automatically generates your documents.

• Conditional logic presents only relevant questions
• Live chat and phone support if you need clarification
• Instant preview of your Will or Trust as you work

Custom Revocable Trust

A revocable living trust allows you to hold and manage assets during your lifetime and distribute them seamlessly after death.

• Avoids probate court delays and fees
• Maintains privacy—trust details are not part of the public record
• Can be amended anytime with no additional fees

Last Will & Testament

Define how your assets are distributed, name an executor, and appoint guardians for minor children.

• Customizable legacy clauses for special bequests
• Clear instructions to reduce family conflicts
• Executor guidance toolkit for smooth administration

Probate Assistance

When a loved one passes, probate can be intimidating. Trust & Will’s probate tools guide executors through each necessary step.

• Dedicated case manager to answer questions
• Checklist of filings, notices, and deadlines
• Access to state-specific probate forms

Digital Vault & Secure Storage

Your completed documents are encrypted and stored securely online, accessible anytime on desktop or mobile.

• Automatic backups to prevent data loss
• Shareable access for trustees, executors, and family
• Password-protected portal with two-factor authentication

Attorney Consultations

Need extra reassurance? Schedule one-on-one calls with licensed estate planning attorneys to review your plan.

• Fixed-fee pricing for consultations
• Flexible scheduling, including evenings and weekends
• Advice on complex family or tax scenarios

Trustee & Executor Recommendations

Choose the right person to manage your affairs with confidence using built-in prompts and professional tips.

• Qualities to look for in a trustee or executor
• Backup appointments if your primary designee can’t serve
• Guidance on corporate trustee options

Family Room Sharing

Keep your loved ones in the loop by granting secure, revocable access to your documents.

• Invite multiple family members or advisors
• Control view vs. edit permissions
• Real-time notifications when changes occur

Trust & Will Pricing

With clear, budget-friendly plans, Trust & Will makes estate planning accessible to every family.

Basic Plan

Price: $149

Ideal for individuals with straightforward estates who need a will only.

• Last Will & Testament
• Guardianship confirmation
• Unlimited edits and storage

Complete Estate Plan

Price: $399

Perfect for families and individuals with assets who want a trust and will.

• Custom Revocable Living Trust
• Last Will & Testament
• Durable Power of Attorney & Advance Health Care Directive
• Secure online storage & sharing
• Probate assistance tools

Ready to start? Trust & Will pricing is transparent—no surprises.

Trust & Will Is Best For

Whether you’re starting from scratch or updating an old plan, Trust & Will meets you where you are.

Young Families

Secure your children’s future by appointing guardians, setting inheritance terms, and protecting education funds.

Retirees & Seniors

Ensure your healthcare wishes and end-of-life directives are clearly documented and easily accessible.

High-Value Estate Owners

Utilize trusts to minimize probate costs, maintain privacy, and streamline asset distribution for complex estates.

Executors & Trustees

Access step-by-step probate guides, legal forms, and a dedicated case manager to manage estate administration smoothly.

Small Business Owners

Plan for business succession by designating successors, outlining management roles, and protecting business interests.

Benefits of Using Trust & Will

• Peace of Mind: Know your loved ones are taken care of with clear, legally sound documents.
• Time Savings: Complete your plan in under an hour with guided steps and live support.
• Cost Efficiency: Cut down on expensive attorney fees without sacrificing legal quality.
• Flexibility: Update your plan as life changes occur—no extra cost, no hassle.
• Privacy: Keep sensitive information secure with encrypted, private storage.
• Family Collaboration: Share documents securely to avoid surprises and confusion later.
• Probate Minimization: Avoid public probate proceedings and reduce administrative fees.
• Expert Support: On-demand attorney consultations ensure you never feel lost.

Customer Support

Trust & Will prides itself on responsive, empathetic customer care. You’ll have access to live chat, email, and phone support staffed by knowledgeable estate planning specialists who guide you through any question or technical issue.

Beyond basic troubleshooting, the dedicated probate team and case managers stand ready to assist executors and trustees, ensuring every legal filing and deadline is met throughout the administration process.

External Reviews and Ratings

Across review platforms, Trust & Will maintains an average rating of 4.8 out of 5 stars. Users praise the platform for making estate planning approachable, the clarity of instructions, and the affordability compared to traditional lawyers.

Some critical feedback mentions the need for more advanced tax planning features and occasional delays in attorney callback requests. Trust & Will has responded by adding more legal staff, improving callback turnaround, and planning tax-related add-ons in future releases.

Educational Resources and Community

Trust & Will offers a rich library of resources: blogs with expert insights on estate planning trends, free downloadable guides, and on-demand webinars covering topics from trust basics to digital asset management.

Additionally, an online community forum connects you with other plan holders to share experiences, tips, and best practices. Quarterly live Q&A sessions with estate planning attorneys add another layer of support.

Conclusion

Creating a comprehensive estate plan doesn’t have to be daunting. With Trust & Will, you gain access to attorney-built documents, intuitive guidance, and robust support that covers everything from drafting wills and trusts to navigating probate. If you’re ready to protect your legacy and provide clarity for your loved ones, start your plan today.

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