Searching for the ultimate guide to trusts and estates? You just landed on the right page. I’ve spent years helping families navigate the complexities of wealth transfer, and now I’m excited to share how Trust & Will can transform your estate planning journey. From setting up a comprehensive trust to writing a clear will, I’ll walk you through every step and show you how to save with Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.

Managing trusts and estates can feel overwhelming, but it doesn’t have to be. Whether you’re just starting or need to update an existing plan, Trust & Will offers a guided, attorney-built solution that’s state-specific and legally valid. I’ve tested the platform myself—its intuitive interface and expert support make estate planning accessible to everyone.

What is Trust & Will?

Trust & Will is an online estate planning service that helps you create, edit, store, and share legally valid wills and trusts. Built by attorneys and tailored to state laws, the platform guides you through each document, ensuring clarity and compliance. Instead of spending countless hours with traditional lawyers, you can complete your plan online in a fraction of the time.

Trust & Will Overview

Founded with a mission to demystify estate planning, Trust & Will launched in 2017 to offer a modern alternative to outdated, paper-based processes. The company’s goal is simple: empower individuals to protect their families and legacies with ease.

Since its inception, Trust & Will has helped over 100,000 clients draft wills and trusts, with millions of documents created to date. Their growth stems from a blend of lawyer expertise, user-friendly design, and robust customer support, making them a trusted name in the estate planning space.

Pros and Cons

Pros:

• Attorney-Built Plans: Documents are designed by licensed attorneys and updated for state-specific laws.
• Online Convenience: Create or modify your plan anytime, anywhere, using a guided platform.
• Cost-Effective: Transparent pricing with budget-friendly options compared to traditional legal fees.
• Secure Storage: All information is protected with bank-level encryption.
• Dedicated Support: One-on-one attorney consultations and unlimited chat assistance.
• Probate Assistance: Guidance and a case manager to streamline probate for your loved ones.

Cons:

• Online format may not suit clients who prefer face-to-face meetings exclusively.
• Complex estate situations (e.g., high-value or international assets) might require supplementary legal advice.

Features

Trust & Will’s platform is loaded with features that simplify estate planning. Below are some key highlights:

Guided Document Creation

Step-by-step walkthroughs help you complete your trust or will accurately.

• Clear prompts and explanations for each question.
• State-specific legal language automatically applied.
• Real-time progress tracking.

Online Storage & Sharing

Secure cloud storage keeps your documents accessible and safe.

• Bank-level encryption ensures privacy.
• Easily share access with executors or family members.
• Unlimited edits as life circumstances change.

Probate Case Management

Expert support for administering estates after a loved one passes away.

• Dedicated probate case manager assigned to your file.
• Tools to streamline asset distribution and court filings.
• Unlimited chat and phone support throughout the process.

One-on-One Attorney Support

Access to licensed attorneys for personalized advice.

• Optional consultations for complex needs.
• Review and signature by an attorney to ensure compliance.
• Answers to specific legal questions included in plans.

Trust & Will Pricing

Trust & Will offers clear, tiered pricing to fit a variety of needs and budgets.

Basic Will Plan

Price: $69
Ideal for individuals seeking a straightforward will.
Highlights:

• Last Will & Testament
• Executor designation
• Power of Personal Representative

Trust & Will Complete Plan

Price: $199
Ideal for those needing a comprehensive estate strategy.
Highlights:

• Revocable Trust
• Pour-Over Will
• Durable Power of Attorney & Health Care Directive
• Guardianship provisions for minor children

Probate Administration Plan

Price: $349
Ideal for executors handling probate.
Highlights:

• Dedicated case manager
• All court forms prepared
• Unlimited support through probate

Trust & Will Is Best For

Trust & Will serves a wide audience, from first-time planners to seasoned estate administrators.

New Parents

If you have young children, naming guardians and setting up a trust ensures their future care and financial stability.

Homeowners

Protect your real estate assets from probate delays and legal complications by placing property in a revocable trust.

Retirees

Secure healthcare directives and power of attorney documents to maintain control if medical issues arise.

Executors

Streamline probate administration with a dedicated case manager and attorney-prepared filings, so you can focus on honoring your loved one’s wishes.

Ready to simplify your approach to trusts and estates? Trust & Will makes it easier than ever to plan, update, and secure your future.

Benefits of Using Trust & Will

• Peace of Mind: Know your documents are legally sound and up to date.
• Time Savings: Complete your plan online in under an hour.
• Cost Savings: Avoid high hourly rates of traditional attorneys.
• Clarity for Loved Ones: Clear instructions reduce family disputes.
• Flexibility: Edit your plan at any time as life changes.

Customer Support

Trust & Will offers prompt, friendly assistance through unlimited chat, phone, and email channels. Their support team is trained to answer legal questions and guide you through every step of the process.

For those with complex needs, one-on-one attorney consultations are available. Whether you’re setting up a trust or navigating probate, expert guidance is just a call or click away.

External Reviews and Ratings

Clients consistently praise Trust & Will for its intuitive interface, affordability, and expert support. Many highlight the ease of completing documents online and the reassurance of attorney oversight.

Some users with very complex estates note the need for supplemental legal advice, but Trust & Will’s team is quick to recommend external specialists when necessary, ensuring you get the right guidance for your situation.

Educational Resources and Community

Trust & Will maintains an active blog featuring articles on estate planning best practices, tax considerations, and family legacy strategies. Regular webinars and video tutorials help you stay informed about legal updates and planning tips.

Join a community of over 100,000 clients to share experiences, ask questions, and learn from real-life scenarios. With robust resources at your fingertips, you’ll feel confident every step of the way.

Conclusion

Planning for the future doesn’t have to be complicated. With Trust & Will’s guided online platform, attorney-built documents, and dedicated support, you can create a comprehensive estate plan in minutes. Start today and take control of your trusts and estates with confidence. Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.