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What is Trust & Will?

Trust & Will is an intuitive, guided online service that lets you create, edit, store, and share legally valid estate planning documents customized to your state’s laws. From simple wills to comprehensive revocable living trusts, Trust & Will handles the paperwork so you can focus on what matters—protecting your loved ones and preserving your legacy.

Trust & Will Overview

Founded with a mission to modernize estate planning, Trust & Will launched in 2017 to fill a gap for affordable, lawyer-quality documents. The founders—veteran estate planning attorneys—saw families being priced out of essential legal protection and set out to deliver expert-built templates in a user-friendly online experience.

Since then, the platform has grown to serve over 100,000 families nationwide, earning praise for its clear interface, robust security protocols, and reliable customer support. Trust & Will continues to innovate with new features like digital vaults, collaborative editing, and real-time attorney consultations.

Pros and Cons

Pros:

1. Attorney-Designed Documents: Every template is built by licensed attorneys to ensure legal validity in all 50 states.

2. Guided Process: The step-by-step questionnaire breaks complex topics into bite-sized tasks.

3. State-Specific Compliance: Customization ensures your plan meets local statutes and probate rules.

4. Unlimited Updates: Edit your will or trust at any time without additional fees.

5. Secure Storage: Bank-level encryption protects your data and documents.

6. Transparent Pricing: No hidden fees—what you see is what you pay.

Cons:

1. No in-person meetings—some users may prefer face-to-face attorney consultations.

2. Add-on fees for one-on-one legal advice if you need detailed, personalized counsel.

Features

Trust & Will includes a suite of features designed to simplify your estate planning journey.

Guided Will Creation

A clear questionnaire walks you through appointing guardians, distributing assets, and naming executors.

• Customizable inheritance provisions.
• Guardian nomination for minor children.
• Executor and alternate executor selection.

Revocable Living Trust Setup

Create a trust to transfer assets outside of probate, saving time and legal costs for your beneficiaries.

• Asset funding instructions.
• Successor trustee designation.
• Privacy-preserving trust documents.

Digital Document Vault

Store, access, and share your estate plan securely in the cloud.

• Bank-grade encryption.
• 24/7 access from any device.
• Easy sharing with family or advisors.

Attorney Support

When you need expert input, schedule one-on-one sessions with licensed attorneys.

• Flat-fee legal consultations.
• Review of custom clauses.
• State law clarifications.

Probate Assistance

If you’re handling a loved one’s estate, Trust & Will assigns a dedicated case manager to guide you through probate.

• Step-by-step probate checklist.
• Document filing support.
• Settlement tracking tools.

For more details, visit our official page at Trust & Will.

Trust & Will Pricing

Transparent, affordable plans make it easy to choose the right level of service.

Will Plan

Price: $89

Ideal for individuals needing a basic will. Includes:

• Legal will document.
• Executor and guardian appointments.
• Unlimited edits.

Trust & Will Bundle

Price: $159

Perfect for families looking to avoid probate. Includes:

• Revocable living trust.
• Pour-over will.
• Digital vault storage.
• Unlimited updates.

Probate Services

Price: Starting at $299

Designed for executors and heirs settling an estate. Includes:

• Dedicated probate case manager.
• Document filing assistance.
• Unlimited support chats.

Trust & Will Is Best For

Our plans cater to a wide range of individuals and families.

Young Families

Appoint guardians for minor children and ensure financial security in unexpected circumstances.

Homeowners

Protect real estate assets with a trust to sidestep probate delays and costs.

Small Business Owners

Outline succession plans and designate managers to keep operations running smoothly.

Executors & Heirs

Navigate probate efficiently with dedicated case management and clear filing instructions.

Benefits of Using Trust & Will

• Clarity and Peace of Mind: Your wishes are documented clearly, reducing family disputes.
• Cost Savings: Avoid high attorney fees and probate court costs.
• Time Efficiency: Guided online process completes in under an hour.
• Flexibility: Update your estate plan anytime at no extra charge.
• Security: All data is secured with industry-leading encryption.
• Expert Support: Access attorneys when you need legal insight or complex customizations.

Customer Support

Trust & Will’s customer support team is available via live chat, email, and phone from 9 AM to 6 PM local time. Expect prompt, knowledgeable responses to your questions about document creation, state requirements, or account management.

For legal consultations, our add-on packages connect you directly with licensed estate planning attorneys. Whether it’s clarifying a clause or tailoring advanced trust provisions, expert help is just a click away.

External Reviews and Ratings

Users often praise the platform’s intuitive design and comprehensive questionnaires. Here’s a snapshot of feedback:

• “Five stars for ease of use—completed my will in 30 minutes.”
• “The trust creation tool saved my family thousands in probate fees.”

Some customers wish for more bundled legal consultations upfront; this is easily addressed with our flexible add-on packages, ensuring your plan fits your exact needs.

Educational Resources and Community

Trust & Will offers a rich library of resources to deepen your understanding of trusts and estates:

• Official blog with articles on asset protection, guardianship, and elder care planning.
• On-demand webinars led by estate planning attorneys.
• Video tutorials that break down complex legal terms.
• Community forum where users share experiences and tips.

Conclusion

Mastering trusts and estates doesn’t have to be complicated or expensive. With Trust & Will, you get attorney-crafted documents, guided workflows, and secure digital storage—all tailored to your state’s laws. Start your estate planning journey today by visiting Trust & Will, and ensure your loved ones have clear, legally binding instructions when they need them most.

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