Searching for the ultimate guide to trusts and estates? You just landed on the right page. With Trust & Will, you can create a legally valid will or trust from the comfort of your home, guiding you step by step through every important decision. Whether you’re just starting out or updating an existing plan, this platform makes estate planning straightforward.

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What is Trust & Will?

Trust & Will is an online estate planning platform that enables you to create a customized will or trust without ever stepping into a lawyer’s office. Designed and reviewed by licensed attorneys, every document is state-specific and considers your unique family structure, assets, and wishes. The user-friendly interface guides you through each question, syncs your data, and stores your plan securely with bank-level encryption.

Trust & Will Overview

Trust & Will was founded on the principle that every individual deserves clear, affordable, and accessible estate planning. Since its launch, the company has helped over 100,000 families craft their legacy. Their mission is simple: empower you to make your wishes known, protect your assets, and ease the burden on your loved ones.

Over the years, Trust & Will has earned recognition from top legal publications and earned accolades for its intuitive platform. With regular feature updates, expanded support channels, and an attorney network ready to assist, the company continues to innovate the estate planning space.

Pros and Cons

Pro: The guided questionnaire breaks down complex legal concepts into easy-to-answer prompts, so you never feel lost.

Pro: State-specific documents ensure compliance with local laws, reducing the risk of disputes in probate court.

Pro: Bank-level encryption keeps your sensitive information safe and secure.

Pro: Automatic updates allow you to revise your plan at any time without extra fees.

Pro: Transparent pricing means no hidden attorney fees or surprise charges.

Pro: Dedicated case managers expedite probate procedures if you’re settling a loved one’s estate.

Con: DIY format may not cover extremely complex estates requiring bespoke legal counsel.

Con: Phone and video consultations with attorneys may incur additional fees beyond the plan cost.

Features to Simplify Your trusts and estates Planning

Guided Will Creation

The Will Builder walks you through naming guardians for minor children, designating an executor, and specifying asset distribution.

• Set detailed gift instructions.
• Appointment of healthcare proxies.
• Digital signing and notarization options.

Trust Setup

Create a revocable living trust to avoid probate, maintain privacy, and provide continuous asset management if you become incapacitated.

• Trustee selection and successor trustee planning.
• Funding instructions and asset transfer guides.
• Amendments and restatements simplified online.

Probate Navigation

If you’re appointed executor, Trust & Will’s probate toolkit offers document checklists, filing guidance, and a dedicated case manager to streamline the process.

• Step-by-step probate calendar.
• Customizable legal forms for each jurisdiction.
• Unlimited chat support with estate experts.

Secure Document Vault

Store, share, and update your estate plan with ease. Authorized family members can access the vault when needed to retrieve critical documents.

• Bank-level encryption and daily backups.
• Multi-factor authentication.
• Digital share controls for loved ones and advisors.

Trust & Will Pricing

With clear, tiered plans, you can choose the right level of service for your needs:

Will Plan – $39

Ideal for individuals starting their estate plan.

• Custom online will.
• Healthcare proxy and power of attorney forms.
• Unlimited updates.

Trust Plan – $149

Perfect for families wanting to avoid probate and keep matters private.

• All features in Will Plan.
• Revocable living trust setup.
• Comprehensive trustee instructions.

Complete Estate Plan – $199

The all-in-one solution for advanced needs.

• Will and trust documents.
• Probate toolkit with case manager support.
• Bonus legal consultation credit.

Trust & Will Is Best For

Young Families

Ensure guardianship choices are clear and your children’s future is protected.

Married Couples

Coordinate wills and trusts to manage joint and individual assets seamlessly.

High-Net-Worth Individuals

Shield assets from probate, reduce estate taxes, and preserve family wealth.

Single Professionals

Simplify planning with straightforward documents tailored to your unique life stage.

Executors and Estate Administrators

Accelerate the probate process with organized checklists and a dedicated case manager.

Benefits of Using Trust & Will for trusts and estates

• Clarity: Eliminate confusion about who gets what, when, and how.
• Speed: Complete your plan in under 20 minutes with intuitive prompts.
• Cost-effective: Flat-fee plans that beat traditional attorney rates.
• Flexibility: Edit your documents as life changes—marriage, new children, relocations.
• Security: Store everything in a bank-grade encrypted vault.
• Support: Access unlimited chat help and optional attorney consultations.

Ready to take control of your trusts and estates planning? Click here to start your estate plan with Trust & Will today.

Customer Support

Trust & Will offers friendly, expert support through live chat, email, and phone. Their team is trained in both legal and technical aspects of estate planning, ensuring prompt and accurate answers to your questions.

For more personalized guidance, you can schedule one-on-one sessions with licensed attorneys. Whether you’re troubleshooting a form or seeking advice on complex family dynamics, help is just a click away.

External Reviews and Ratings

Customers consistently praise Trust & Will for its simplicity and value. Many note that the step-by-step guidance feels like having a personal attorney at a fraction of the cost. Reviewers on Trustpilot and BBB give average ratings above 4.5 stars, highlighting fast customer service and seamless document updates.

A few users cite minor hiccups with state-specific language or wish for more in-depth tax planning features. Trust & Will addresses these concerns by regularly updating question sets and adding new educational content to cover advanced scenarios.

Educational Resources and Community for trusts and estates

Beyond its core platform, Trust & Will curates a wealth of learning materials:

• Estate planning blogs covering topics from guardianship to digital asset management.
• Free webinars led by estate attorneys and financial planners.
• Video tutorials that walk you through each document type.
• An active online community forum where users share experiences and tips.

These resources ensure you not only complete your estate plan but also understand the “why” behind each decision.

Conclusion

Planning your estate doesn’t have to be complicated or expensive. With Trust & Will, you get a guided, attorney-backed platform tailored to trusts and estates, transparent pricing, and robust support every step of the way. Midway through your planning journey, refer back to the probate toolkit and document vault to keep everything on track.

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