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What Is Trust & Will?

Trust & Will is an online estate planning service that empowers you to create and manage legally binding wills, trusts, and related documents entirely through a guided, browser-based interface. Built by experienced attorneys and customized to state-specific requirements, every plan you generate with Trust & Will addresses your unique circumstances. Whether you’re planning for the future, protecting assets, or navigating the probate process after a loss, Trust & Will streamlines each step with clarity and confidence.

By offering attorney-created templates, unlimited edits, and secure storage, Trust & Will brings professional estate planning within reach of every family. No more paperwork confusion, expensive hourly fees, or lengthy in-person meetings. You handle the customization, and the platform ensures legal validity from coast to coast.

Features

Trust & Will’s robust feature set is designed to guide you through each phase of estate planning, from initial setup to final execution. Below are the standout capabilities that make this platform a top choice.

Guided Online Platform

A step-by-step wizard walks you through each section of your estate plan, breaking down complex legal language into straightforward prompts.

• Intuitive questionnaires tailored to your family situation and asset profile.
• Real-time progress indicators so you know exactly what’s left to complete.
• Save and resume at any time—perfect for busy schedules or when you need input from loved ones.

Customizable Legal Documents

Every plan is drafted by licensed attorneys and fine-tuned to each state’s regulations, ensuring validity and compliance.

• Editable provisions let you specify beneficiaries, guardianship preferences, and distribution instructions.
• Pour-over wills and testamentary trusts automatically align with your living trust.
• Unlimited revisions allow you to update your estate plan whenever life circumstances change.

Will Creation

Craft a comprehensive last will and testament to clearly outline your final wishes and guardianship appointments.

• Designate guardians for minor children and outline trustee duties.
• Detail specific gifts of personal property to family members or charities.
• Assign an executor to oversee the probate process and ensure your directives are followed.

Trust Establishment

Set up revocable living trusts to transfer assets seamlessly, avoid probate delays, and maintain privacy.

• Funding instructions guide you through transferring real estate, bank accounts, and investments.
• Trustee succession planning ensures a smooth handoff if you become incapacitated.
• Trust protector clauses add an extra layer of oversight and flexibility.

State-Specific Compliance

Legal requirements can vary widely from one state to another. Trust & Will’s documents adjust automatically to align with local statutes.

• Automated adjustments for witness and notary requirements per state.
• Updates to reflect the latest revisions in estate planning laws.
• Access to state guidelines and FAQs for further clarification.

Probate Assistance

Facing probate alone can be daunting. Trust & Will offers resources and case management to ease the burden.

• Dedicated case managers guide you through probate filings and court processes.
• Document templates for executor petitions, letters testamentary, and inventory schedules.
• Unlimited chat support to answer paperwork questions in real time.

Secure Storage & Encryption

Your sensitive information is protected with industry-leading security measures, including bank-level encryption and secure servers.

• Two-factor authentication keeps your account safe from unauthorized access.
• Automatic backups prevent data loss and ensure you can retrieve documents anytime.
• Encrypted sharing lets you grant family members or advisors limited access to view or download your plans.

One-on-One Attorney Support

Get professional legal advice when you need it, without the hefty price tag of traditional estate planning attorneys.

• Book consultations with licensed estate planning attorneys.
• Clarify complex legal terms or ask for guidance on special circumstances.
• Optional add-ons for document review and personalized advice.

Pricing

Trust & Will offers transparent pricing with plans designed for different needs and budgets. Here’s a breakdown of the current packages:

• Basic Will Plan – $39
  Ideal for individuals or couples seeking a straightforward will. Includes last will and testament, guardianship designations, and asset distribution instructions.
• Trust Plan – $159
  Perfect for homeowners, investors, or anyone holding significant assets. Covers living trust creation, pour-over will, and funding instructions.
• Estate Plan Bundle – $279
  A comprehensive package combining both wills and trusts with power of attorney, healthcare directive, and digital asset instructions. Best for families or high-net-worth individuals.
• Probate Assistance Package – $119
  Designed for executors handling a loved one’s estate. Includes dedicated case manager support, probate document templates, and unlimited chat assistance.

Each plan features unlimited updates for one year, state-specific compliance, and secure online storage. Additional attorney consultations can be added à la carte if you prefer personalized legal advice.

Benefits to the User (Value for Money)

Opting for Trust & Will delivers tremendous value through convenience, affordability, and legal reliability. Here’s what stands out:

• Cost Savings vs. Traditional Attorneys: Pay a fraction of the cost of in-person legal fees while still accessing attorney-quality documents.
  You avoid the $1,000–$3,000 price tag typical of custom estate plans.
• Time Efficiency: Complete your estate plan in under an hour from anywhere with internet access.
  No more scheduling conflicts or wasted trips to a law office.
• Peace of Mind: Legally valid, state-specific documents that you can trust.
  Know that your family will follow clear instructions in the event of incapacity or death.
• Flexibility: Unlimited edits let you adjust beneficiaries, asset lists, and guardians as life evolves.
  Move, remarry, have children—your plan stays current at no extra cost for a year.
• Support Throughout the Process: From guided wizards to live chat and attorney consultations, help is always just a click away.
  Feel confident in each decision without expensive add-ons or surprise bills.
• Secure, Centralized Access: Store all estate planning documents in one encrypted location.
  Share access with executors, trustees, or family members for seamless collaboration.
• Probate Simplification: If you’re serving as executor, the dedicated probate package can shave weeks off court processing times.
  Step-by-step guidance helps you avoid administrative errors and delays.

Be sure to head over to Trust & Will before you finalize your plan to claim your exclusive discount.

Customer Support

Trust & Will prides itself on a responsive support team available through multiple channels. Whether you prefer email, live chat, or phone, you’ll connect with a knowledgeable representative who understands estate planning nuances. Response times average under one business day for email inquiries and near-instant replies via live chat.

For more complex questions or personalized advice, you can book one-on-one sessions with licensed attorneys at transparent, upfront rates. The probate assistance package even assigns a dedicated case manager who walks you through each step of the court process, ensuring you never feel lost or overwhelmed.

External Reviews and Ratings

On Trustpilot, Trust & Will holds an impressive 4.8 out of 5 stars from over 10,000 verified users, with customers praising the ease of use and affordability. The Better Business Bureau awards an A+ rating, noting prompt customer support and clear dispute resolution. Users frequently highlight the peace of mind they gain after completing their plans.

No service is perfect—some reviewers cite occasional technical glitches and desire more advanced customization options. Trust & Will’s development team has been quick to address these concerns, rolling out platform updates and new features based on user feedback. Regular software patches and added FAQ content demonstrate their commitment to continuous improvement.

Educational Resources and Community

Beyond document creation, Trust & Will fosters an informed user base through extensive educational materials:

• Official blog with in-depth articles on estate planning strategies, tax considerations, and legal updates.
• Video tutorials that demystify topics like funding a trust, choosing an executor, and avoiding common pitfalls.
• Comprehensive FAQ library covering everything from state-specific signing requirements to digital asset management.
• Live webinars hosted by estate planning attorneys, where you can ask questions in real time.
• Community forums for sharing experiences and tips with other plan creators.

These resources ensure you feel supported at every stage, whether you’re a first-time planner or settling an estate on behalf of a loved one.

Conclusion

After walking through the core features, plan options, and real-world feedback, it’s clear that Trust & Will stands out as a leader in affordable, comprehensive estate planning. From state-specific legal documents to probate support and secure online storage, the platform delivers professional results without the professional price tag.

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