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Having faced the headache of traditional estate planning—endless forms, missed appointments, and surprise fees—I turned to Trust & Will. The relief of completing my documents in under half an hour from home was priceless. With this guide, I’ll share those same moments of clarity so you can breeze through your plan too.

What Is Trust & Will?

Trust & Will is an all-in-one online platform that empowers you to create, customize, and manage legally binding Wills and Trusts tailored to your unique situation. Designed by attorneys and built on a guided interface, it takes the guesswork out of estate planning. Whether starting from scratch or revising an existing arrangement, Trust & Will streamlines the process with clarity, compliance, and convenience.

At its core, Trust & Will addresses the anxiety many face when considering end-of-life decisions. It reduces the need for multiple office visits, complex paperwork, and hefty legal fees. Instead, you log in, answer straightforward questions, review your draft in real time, and finalize documents in a matter of minutes—all backed by bank-level encryption and a satisfaction guarantee.

For example, I recently helped a friend set up her first Will late in the evening. Within 25 minutes, she’d named guardians, assigned beneficiaries, and downloaded her document—no lawyer appointment required. That real-world simplicity is exactly why Trust & Will stands out.

Features

With a feature set built around real user needs, Trust & Will covers every aspect of estate planning. Below are the standout offerings I’ve found most valuable.

Attorney-Crafted, State-Specific Templates

Each document template is prepared by licensed estate planning attorneys with specialized knowledge of your state’s laws. You won’t find generic forms here—every line is tailored to meet local requirements and legal standards.

• Automated updates reflect legislative changes automatically
• Clear guidance text explains complex legal concepts
• Multi-jurisdiction support for families with assets in multiple states

Simple, Guided Workflow

The user interface walks you through each section step by step. No more flipping through pages or scanning dense text—you see one question at a time, complete with examples and explanations.

• Progress tracker shows exactly where you left off
• Inline validation prevents errors before you finalize
• Contextual help links connect you to deeper resources instantly

Dynamic Document Preview

Watching your document evolve in real time is not only satisfying—it’s also a powerful check. If something doesn’t look right, you adjust immediately without waiting for an attorney review.

• Instant PDF export to review offline or share
• Highlight changes mode to see updates at a glance

Comprehensive Trust Setup

Trusts can help protect your family from probate delays and court expenses. With Trust & Will, you choose from revocable living trusts or more specialized trust options, customizing every detail.

• Set up successor trustees for seamless asset transfer
• Add specific conditions or milestones before assets are distributed
• Integrate digital asset management to cover online accounts

Flexible Will Creation

Your Will is the foundation of any estate plan. Trust & Will lets you assign guardians, distribute assets, and include charitable gifts—all within a single, cohesive document.

• Guardianship provisions for minors and dependents
• Alternate beneficiaries in case primary designees cannot serve
• Funeral and final care instructions to ease family decisions

Robust Probate and Executor Tools

Dealing with probate is often the most stressful part of managing an estate. Trust & Will’s suite of executor tools and dedicated case manager ensures nothing falls through the cracks.

• Step-by-step probate checklist customized by your jurisdiction
• Personalized reminders of filing deadlines and required forms
• Direct messaging with your probate case manager

Secure, Cloud-Based Document Vault

Once your plan is ready, store it in a secure digital vault. Access your documents anytime from desktop or mobile, and share them with designated individuals with a single click.

• Bank-grade encryption for data at rest and in transit
• Two-factor authentication for extra peace of mind
• Permission controls to designate who can view, print, or download

Estate Plan Dashboard

The centralized dashboard keeps all your estate planning tasks visible in one place. Monitor pending actions, upcoming review dates, and completed sections at a glance.

• Visual timeline of your estate planning journey
• Quick links to update any document
• Dashboard alerts for laws that may impact your plan

Automatic Alerts and Reminders

Never miss an important update or review deadline. Trust & Will sends notifications for birthdays, anniversaries, and legislative changes that could affect your documents.

• Email and in-app reminder scheduling
• Alert frequency customizable to your preference
• Legal change summaries highlighting what you need to know

Pricing

Trust & Will simplifies pricing so there’s zero confusion. All fees are one-time charges—no subscription surprises. Here’s a detailed look at their core offerings:

• Last Will & Testament Package – $59 (one-time)
  • Comprehensive Last Will & Testament
  • Guardianship designations for minor children
  • Asset distribution directives and alternate beneficiaries
  • Unlimited edits for life at no extra cost
• Living Trust Package – $179 (one-time)
  • Revocable Living Trust creation
  • Pour-over Will to cover outside assets
  • Avoids probate for faster distribution
  • Guidance on funding the Trust with real property, investments, and accounts
• Estate Plan Bundle – $199 (one-time)
  • All documents from Will & Testament and Trust packages
  • Durable Power of Attorney
  • Advance Health Care Directive
  • Priority customer support and expedited document review
• Probate Assistance Add-On – Starting at $99
  • Dedicated probate case manager
  • Personalized filing road map for your jurisdiction
  • Document preparation and submission support

And here’s the cherry on top: by applying Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today at checkout, you’ll slash an extra chunk off these already competitive rates. That could translate to saving up to $50 on the bundle and nearly $45 on standalone plans, making professional-grade estate planning more accessible than ever.

Benefits to the User (Value for Money)

Opting for Trust & Will isn’t just a cost decision—it unlocks multiple layers of value:

• Substantial Cost Savings – Compared to typical attorney fees exceeding $1,000, Trust & Will delivers full-service estate planning for under $200.
• Professional-Grade Documents – Templates crafted by attorneys ensure the same legal rigor you’d receive at a law firm.
• Rapid Turnaround – Secure your complete estate plan in as little as 20 minutes, versus days or weeks with traditional methods.
• Unlimited Updates – Life changes? Edit or completely overhaul your plan at no extra cost, whenever you need.
• 24/7 Document Access – Your estate plan lives in a secure vault with anytime, anywhere retrieval.
• Dedicated Support – Enjoy unlimited chat and the option for one-on-one attorney calls to address any question.
• Transparent Process – No hidden fees and clear progress indicators prevent surprise charges or delays.
• Multi-Generational Coverage – Plan for your spouse, children, and even grandchildren in a single, integrated platform.
• Peace of Mind – Knowing your affairs are in order brings invaluable relief for you and your family.

Customer Support

The customer support at Trust & Will stands out in the online legal space. I’ve tested each channel—live chat, email, and phone—and consistently received thorough, friendly assistance within minutes. Live chat is perfect for quick clarifications, while phone calls dive deep into complex topics such as multi-state asset distribution. It feels like having a supportive legal team in your pocket.

Beyond rapid responsiveness, they provide a personalized experience. Your case manager or support agent will recall your past interactions, saving you from repeating details. You also get dedicated resources like downloadable guides, message transcripts, and an extensive knowledge base to keep track of your estate planning journey. It’s an all-encompassing support ecosystem designed to ease one of life’s tougher tasks.

External Reviews and Ratings

Trust & Will enjoys glowing acclaim across several review platforms. On Trustpilot, it holds an impressive 4.8 out of 5 stars, with clients praising its intuitive interface and transparent pricing. ConsumerAffairs rates the service 4.5 stars, and the Better Business Bureau awards it an A+ accreditation, reflecting high customer satisfaction and reliable practices.

Here’s what one satisfied customer shared: “I was dreading the complexity of drafting my Will, but Trust & Will guided me through every step. The price was unbeatable, and the outcome felt as solid as any lawyer-prepared document.” Some users have noted occasional delays in attorney callback scheduling during peak hours. In response, Trust & Will is expanding their legal team and rolling out a series of in-depth tutorial videos to further streamline the process.

Educational Resources and Community

Trust & Will doesn’t just hand you forms and vanish; it offers a robust educational ecosystem:

• Comprehensive Blog – Insightful articles on best practices, state law updates, and real-life case studies.
• Video Library – On-demand tutorials covering everything from basic Will creation to advanced trust funding steps.
• Help Center – A searchable repository of articles, checklists, and sample documents that eliminates guesswork.
• User Forum – An active community hub where members share scenarios, tips, and peer support.
• Webinars and Live Q&A – Regular events led by estate planning experts to tackle questions and real-world examples.
• Email Newsletter – Monthly updates with new tips, legal changes, and exclusive offers delivered straight to your inbox.

Conclusion

With Trust & Will, you’re choosing a platform that blends professional-grade legal accuracy with unbeatable convenience and affordability. From attorney-drafted templates and a guided workflow to secure cloud storage and ongoing updates, every feature is designed to safeguard your legacy and simplify your life. Plus, by claiming Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today, you’ll enjoy these benefits at a fraction of the regular cost.

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