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What Is Trust & Will?

Trust & Will is a fully guided online platform designed to help individuals and families create, edit, store, and share legally binding estate planning documents. Whether you’re looking to write a simple Will, establish a Trust to avoid probate, or navigate the settlement process after a loved one’s passing, Trust & Will streamlines each step with attorney-designed tools and state-specific compliance. It’s the easiest way to build, update, and secure your estate plan from the comfort of home.

Features

Trust & Will combines user-friendly workflows with attorney-level customization. Below are the core features that set it apart.

Guided Online Estate Plan Builder

This step-by-step interface breaks down complex legal concepts into bite-sized tasks. I found it especially helpful to have prompts that explain who qualifies as an executor, how to appoint guardians for minor children, and what assets to list.

• Interactive questions guide you through document completion.
• Live previews update in real time as you fill in details.
• Unlimited revisions let you update beneficiaries, trustees, or special requests at any time.

Customizable Will and Trust Documents

Every document is drafted by estate planning attorneys and follows state-specific statutes. The platform auto-adjusts clauses based on where you live, ensuring each plan is legally valid without additional fees for amendments.

• State-tailored language prevents invalid provisions.
• Option to add pet inheritance and charity gifts with a few clicks.
• Easy downloads in PDF or Word formats for safekeeping.

Bank-Level Security and Storage

Your personal and financial information is protected with industry-standard encryption. Once your plan is complete, you can store it securely on Trust & Will’s servers and grant access to trusted family members or executors.

• 256-bit SSL encryption for all data transfers.
• Two-factor authentication to prevent unauthorized access.
• Secure sharing via email link or printed copy.

Attorney Support and Probate Assistance

If you ever need one-on-one guidance, Trust & Will’s network of licensed attorneys is available to review your plan or walk you through probate proceedings. Their dedicated case managers help shorten probate timelines and reduce stress for surviving family members.

• Flat-rate attorney consultations—no surprise legal bills.
• Dedicated probate case manager to coordinate with courts.
• Email and live-chat support for quick, expert answers.

Pricing

Trust & Will offers transparent, budget-friendly plans. There are no hidden fees—just clear options tailored to different needs.

Simply Will Plan

• Who it suits: Individuals or couples needing a basic will.
• Price: $159 one-time fee.
• Includes: Will document, guardian nomination, digital storage, and lifetime updates.

Essentials Trust Package

• Who it suits: Those with moderate assets aiming to avoid probate.
• Price: $269 one-time fee.
• Includes: Revocable living trust, pour-over will, power of attorney instruments, and healthcare directive.

Complete Estate Planning Bundle

• Who it suits: Families seeking comprehensive coverage.
• Price: $399 one-time fee.
• Includes: All documents in Essentials plus specialized add-ons (pet trust, digital assets instructions) and priority attorney consultation.

Benefits to the User (Value for Money)

With Trust & Will, you get professional estate plans without the traditional legal fees. Here are the top advantages:

• Cost savings over conventional attorneys
  Creating a trust or will through a lawyer can cost thousands. Trust & Will’s one-time fees are a fraction of that cost.
• Lifetime updates at no extra charge
  Life changes—marriage, new children, moving states—and your documents adapt instantly with free revisions.
• Speed and convenience
  I completed my entire estate plan in under 30 minutes, compared to weeks of scheduling and meetings with a law office.
• Peace of mind
  Knowing your wishes are recorded clearly and legally reduces stress for you and your loved ones.
• Dedicated support
  Unlimited chat and email assistance mean expert help is always within reach.

Customer Support

Trust & Will prides itself on responsive, multi-channel support. Their live chat is staffed by knowledgeable agents who can answer technical or legal-process questions in real time. If your issue requires deeper assistance, email support typically responds within one business day.

For more complex estate planning or probate matters, you can schedule phone or video consultations with licensed attorneys at a flat rate. Each case is assigned a dedicated manager who ensures you understand every step of the probate process or document finalization.

External Reviews and Ratings

Industry experts and customers alike praise Trust & Will’s combination of affordability and ease of use. On TrustPilot, users average a 4.8/5 score, applauding the intuitive interface and clear guidance. Forbes Advisor highlights its transparent pricing as a standout in the digital estate planning market.

Some customers have noted occasional delays in attorney consultation scheduling during peak periods. Trust & Will has since expanded its legal support team and introduced priority scheduling for Complete Estate Planning Bundle members, greatly improving response times.

Educational Resources and Community

Beyond its platform, Trust & Will offers a wealth of educational content. The official blog covers topics ranging from “Estate Planning for Blended Families” to “How to Fund Your Trust.” You’ll also find video tutorials on YouTube that walk through every document type. A private Facebook user community lets members share experiences, ask questions, and get feedback from Trust & Will experts.

Conclusion

After exploring every feature, pricing tier, and support option, it’s clear why Trust & Will stands out as the best DIY estate planning solution. You get attorneys’ expertise, state-specific documents, and secure storage—all at a fraction of traditional costs.

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