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What Is Trust & Will?

Trust & Will is a comprehensive, attorney-built online platform that guides you through creating customized estate plans—wills, trusts, and probate documents—tailored specifically to your state’s requirements. Its core purpose is to simplify estate planning for individuals and families, removing the confusion and frustration traditionally associated with legal paperwork.

Use cases for Trust & Will include:

  • Drafting a will to designate guardians for minors and distribute assets.
  • Establishing a trust to minimize probate delays and fees.
  • Updating estate documents as life circumstances change.
  • Navigating probate proceedings after the passing of a loved one.
  • Securing digital vault storage for essential legal documents.

Features

Trust & Will comes loaded with powerful features designed to make estate planning straightforward, secure, and customizable. Here’s an in-depth look at each one:

Guided Online Platform

The step-by-step interface walks you through every decision you need to make, from naming beneficiaries to assigning guardians. You never feel lost or overwhelmed.

  • Progress tracker keeps you aware of completed tasks.
  • Contextual guidance explains legal terms in plain English.
  • Automatic reminders to review and update your plan annually.

Attorney-Designed Documents

All estate plans are drafted by qualified attorneys, ensuring legal validity and professional quality. You benefit from expert oversight without the high hourly rates.

  • Professionally drafted templates save time.
  • Legal language is clear yet comprehensive.
  • Compliance with federal and state-by-state laws guaranteed.

State-Specific Customization

Estate laws vary wildly between states. Trust & Will automatically adapts your documents to comply with your jurisdiction, eliminating guesswork.

  • Tailored clauses for community property versus common law states.
  • Alternate executor and trustee recommendations based on state norms.

One-on-One Support from Attorneys

If you want a human touch, you can schedule personalized sessions with estate planning attorneys. This feature is perfect for tackling complex situations or simply getting peace of mind.

  • Dedicated phone and video appointments.
  • Unlimited chat and email support included in premium plans.

Secure, Bank-Level Encryption

All your sensitive data—from personal details to asset valuations—is protected with industry-leading encryption, so you can rest easy knowing your information is safe.

  • 256-bit SSL encryption on all pages.
  • Secure digital vault for storing signed documents.
  • Two-factor authentication options for additional security.

Probate Management Assistance

Navigating probate can be daunting. Trust & Will offers tools and a dedicated case manager to streamline the process and minimize stress for your loved ones.

  • Step-by-step probate survival guide.
  • Personalized checklists to track deadlines and filings.
  • Direct access to probate specialists for urgent questions.

Pricing

Trust & Will’s pricing is transparent, with clear distinctions between each plan so you only pay for what you need. Here’s a breakdown of the available options:

Will Package

  • Who it suits: Individuals who want a basic will for asset distribution and guardianship designations.
  • Price: $89
  • Includes: Basic Will template, unlimited edits, secure storage, and annual review reminders.

Trust Package

  • Who it suits: Families aiming to avoid probate and transfer assets seamlessly.
  • Price: $159
  • Includes: Revocable Living Trust, Pour-Over Will, Financial Power of Attorney, Healthcare Directive, unlimited edits, and encrypted digital vault.

Complete Estate Plan

  • Who it suits: Anyone wanting the full suite of estate documents in one package.
  • Price: $229
  • Includes: All features of the Will and Trust packages plus advanced attorney consultations and probate assistance.

Benefits to the User (Value for Money)

Choosing Trust & Will with the exclusive discount means you’re investing in peace of mind and real savings. Here’s what you gain:

  • Cost Savings: Traditional estate planning through a law firm can run into the thousands. With my Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today, you lock in professional documents at a fraction of the cost.
  • Time Efficiency: The guided platform cuts down paperwork time from hours or days to under 30 minutes, letting you finalize your plan in a single sitting.
  • Legal Confidence: Every document is attorney-crafted and state-compliant, assuring you that what you sign will hold up in court.
  • Flexibility & Updates: Life changes—marriage, new children, property sales—are easy to reflect in your plan with unlimited edits at no extra charge.
  • Comprehensive Coverage: From wills and trusts to power of attorney and probate support, you’re fully covered in one cohesive package.

At this point, if you’d like to revisit the primary source for your discounted plan, click here: Trust & Will.

Customer Support

I’ve been impressed by how responsive Trust & Will’s support team is. Whether you have a quick question about naming an executor or need clarification on a legal clause, their agents typically respond within a few hours. Live chat is available during business hours, and email inquiries are handled swiftly—even on weekends.

For users seeking extra reassurance, there’s phone support and one-on-one attorney sessions at every plan level. You’ll find it easy to book appointments, send follow-up questions, or request document reviews. In short, their support channels—chat, email, phone, and video—are all staffed by knowledgeable professionals ready to guide you.

External Reviews and Ratings

Trust & Will holds an excellent average score of 4.8 out of 5 stars on TrustPilot, with users praising the platform’s ease of use and cost-effectiveness. On Capterra, it’s rated 4.7 for customer service and 4.6 for overall value. Here’s a snapshot:

  • Positive Feedback: “The guided process took me just 20 minutes to complete my trust. I feel so much more secure now!”
  • Positive Feedback: “I saved over $1,200 compared to hiring a local attorney. Outstanding product and team.”

On the flip side, a handful of users noted they wished for in-person notary services in more states. Trust & Will is addressing this by partnering with remote online notary providers and expanding state coverage throughout the year.

Educational Resources and Community

Trust & Will doesn’t just hand you forms—it empowers you with knowledge. The company maintains a rich blog full of articles on “Estate Planning 101,” “Choosing Guardians,” and “Avoiding Probate Pitfalls.” They also offer video tutorials that walk you through each document’s purpose and best practices.

Beyond official resources, there’s an active Facebook community and a dedicated forum where users share real-life tips, ask questions, and celebrate completing their estate plans. Quarterly webinars and free downloadable guides round out a robust educational ecosystem that keeps you informed long after you click “Finish.”

Conclusion

In summary, Trust & Will offers a powerful, intuitive solution for anyone looking to create or update an estate plan without breaking the bank. You get attorney-designed, state-specific documents; top-notch security; responsive support; and valuable educational content—all accessible online. Midway through this guide, I linked back to Trust & Will so you can review plan details or snag your discount.

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