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What Is Trust & Will?

Trust & Will is an online estate planning service designed to help individuals and families create legally valid wills, trusts, and probate documents from the comfort of their home. I’ve used various estate-planning methods, and this platform stands out by combining attorney-built templates with a guided interface that adapts to state-specific rules. Whether I needed to name guardians for minor children, protect assets in a trust, or streamline probate after a loss, Trust & Will provided the tools and support to make each task intuitive and legally sound.

This service caters to a wide range of use cases:

• Young families seeking to designate guardianship
• Empty nesters wanting to preserve wealth for heirs
• Individuals with complex assets requiring specialized trusts
• Executors handling probate paperwork on behalf of loved ones

By blending automation with attorney oversight, Trust & Will ensures my documents remain accurate, state-compliant, and up to date as laws evolve.

Features

In my experience, Trust & Will’s features strike a perfect balance between simplicity and legal rigor. Below, I break down the standout tools that make estate planning less daunting.

Guided Online Platform

The heart of Trust & Will is its step-by-step interface, which walks me through each component of my estate plan. Instead of staring at blank forms, I answer conversational prompts that automatically generate the proper legal language.

• Task-based progress tracker showing completed and pending steps
• Inline explanations clarify legal terms in plain English
• Save progress and return at any time without losing data

Attorney-Built, User-Customized Documents

Every template in Trust & Will is drafted by licensed attorneys, so I know the structure is rock solid. Then, I tailor each clause—whether naming beneficiaries or outlining distribution rules—directly within the interface.

• Pre-drafted language for common scenarios like guardianship
• Custom fields to address unique family or financial situations
• State-specific legal considerations built into each document

Trust Creation

Setting up a trust can be intimidating, but Trust & Will breaks it down into understandable portions. I can choose between revocable and irrevocable trusts, specify successor trustees, and define distribution triggers.

• Asset protection: avoids probate delays and fees
• Control flexibility: modify terms of a revocable trust as circumstances change
• Privacy: trusts are not public record, keeping details out of court files

Will Writing

Creating a will is a breeze with pre-built templates. I simply fill in my personal details, name an executor, and specify guardianship for minors or special-needs dependents.

• Digital signing option for immediate validation where permitted
• Detailed instructions on personal property distribution
• Built-in witness statements to ensure legal acceptance

Probate Assistance

After a loss, navigating probate can feel overwhelming. I found Trust & Will’s probate toolkit invaluable: it provides checklists, state-specific forms, and even a dedicated case manager to guide me through every stage.

• Personalized probate timeline and to-do list
• Unlimited chat support with a probate expert
• Phone assistance for complex questions or court filings

Automatic Updates & Secure Storage

Life changes rapidly, and so do estate laws. Trust & Will alerts me when cited statutes or regulations shift, allowing effortless updates. Plus, all my documents are stored with bank-level encryption, giving me peace of mind that my data—and my legacy—are safe.

• Automated notifications for legal changes in my state
• 24/7 secure access to download or share documents
• Encrypted storage to prevent unauthorized access

Pricing

Trust & Will offers transparent, tiered pricing that scales with complexity. I appreciate how each plan aligns with different needs, and the Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today makes every option more affordable.

• Will Plan – Ideal for straightforward estate needs
  Price: $89 one-time fee
  Includes: Simple will, digital signing, unlimited updates, state-specific compliance
• Trust & Will Combo – Recommended for broader asset protection
  Price: $229 one-time fee
  Includes: Revocable living trust, pour-over will, digital signing, secure storage
• Probate Package – Perfect for executors handling loved one’s estate
  Price: Starting at $299
  Includes: Dedicated case manager, state-specific forms, court filing guidance, unlimited support

Whether building my first will or overseeing a trust with multiple beneficiaries, Trust & Will’s clear break­down helps me choose confidently. And by redeeming my promo code, I save up to 25% off each plan.

Benefits to the User (Value for Money)

I’ve found Trust & Will to deliver exceptional value—here’s what stands out most:

• Cost Savings vs. Traditional Lawyers
  Traditional estate attorneys can charge thousands. I paid a fraction of that while still getting attorney-vetted documents.
• Peace of Mind
  Knowing my plan is legally valid and updated with current statutes takes a huge burden off my shoulders.
• Time Efficiency
  The guided interface cut my preparation time in half compared to filling out complex legal paperwork on my own.
• Customization Flexibility
  I tailored each plan to unique family needs—no generic template pitfalls or costly add-ons required.
• Ongoing Support
  From chat to phone, I had expert help at every step, helping me avoid mistakes that could otherwise trigger probate headaches.
• Secure Access
  Bank-level encryption and cloud storage ensure my documents are always accessible and protected.

Customer Support

Trust & Will shines when it comes to personalized assistance. In my trials, their response time was impressively fast: most chat inquiries were answered within minutes, and email requests typically received a thorough reply by the next business day. This responsiveness gave me confidence that any unexpected question—no matter how niche—would be addressed promptly.

Beyond speed, the variety of support channels ensures I’m covered no matter my preference. I could initiate a live chat for quick clarifications, schedule a call with a probate specialist to review complex forms, or send an email for detailed guidance. Each interaction felt tailored to my situation, reinforcing that Trust & Will offers more than just software—it offers a true partner through the estate-planning journey.

External Reviews and Ratings

Trust & Will consistently earns high marks from reputable review sites. On Trustpilot, users give it an average of 4.8 out of 5 stars, applauding the intuitive interface and affordable pricing. Better Business Bureau lists an A+ rating, with many customers praising the attentive customer service and clear instructions. In Business Insider, it’s been featured as a top pick for online estate planning in 2023.

No service is perfect. A few users have noted occasional delays when filing documents in states with stricter digital signature laws. However, Trust & Will’s team is actively addressing these concerns by partnering with local attorneys and updating their workflows to streamline state approvals. I’ve seen progress firsthand: recent updates have reduced processing hiccups substantially.

Educational Resources and Community

In addition to the core platform, Trust & Will provides a wealth of resources that extend its value:

• Official Blog: Regular articles cover topics from estate-planning basics to advanced trust strategies.
• Video Tutorials: Step-by-step walkthroughs show how to complete each document type, making the process even more accessible.
• Comprehensive Documentation: Downloadable guides and FAQs address common legal nuances by state.
• User Forums: An online community where members share real-world tips, success stories, and troubleshooting advice.
• Webinars & Live Q&A Sessions: Monthly expert-led events tackle hot topics, including tax implications and Medicaid planning.

These educational tools mean I’m never left guessing—whether I’m drafting a will for the first time or refining a trust for multigenerational wealth transfer, expert insights are always at my fingertips.

Conclusion

After diving into every feature, plan, and support channel, I can confidently say that Trust & Will delivers a seamless, cost-effective way to secure one’s legacy. From the guided platform and attorney-vetted templates to robust probate assistance and community resources, it’s clear why this service stands out in the crowded estate-planning space.

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