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Trusts and Estates Planning Made Easy: Online Guide

Searching for the ultimate guide to trusts and estates planning? You just landed on the right page. With Trust & Will, you can create a customized estate plan in minutes on our intuitive platform. Get started now at Trust & Will and Use Code: Gimmie10 to get up to 25% OFF Trust & Will Today.

If the maze of wills, trusts, probate, and guardianship feels overwhelming, you’re not alone. I’ve walked through the process myself and discovered how a clear, attorney-built plan can provide peace of mind. Trust & Will has helped thousands of families secure their legacy—backed by state-specific legal validity, unlimited support, and bank-level encryption. Plus, with our special discount code, you can save while protecting what matters most.

What is Trust & Will?

Trust & Will is an online estate planning platform that allows you to create, edit, store, and share legally valid wills and trusts. Designed by attorneys and customized to your state’s laws, it guides you step by step through drafting documents tailored to your unique family dynamics and asset portfolio.

Whether you’re new to estate planning or updating an existing plan, Trust & Will delivers clarity through a bite-sized task interface, unlimited chat support, and optional one-on-one attorney consultations. It’s the simplest way to ensure your loved ones know exactly what to do and who to care for once you’re gone.

Trust & Will Overview

Trust & Will was founded with a mission to make estate planning accessible, transparent, and affordable. Since our launch, we’ve helped over 100,000 families establish wills, trusts, and guardianship documents. Our guided platform removes the guesswork, replacing legal jargon with clear questions and plain-language explanations.

Key milestones include launching state-specific customization in 2019, introducing probate assistance services in 2021, and achieving bank-level encryption across all user data. Today, Trust & Will partners with legal experts and family advisors nationwide to continually refine our offerings.

Pros and Cons

Pros:
• Easy-to-follow online interface that walks you through each step
• Attorney-built templates ensuring state-compliant documents
• Unlimited chat and technical support for questions along the way
• Optional one-on-one consultations with estate planning attorneys
• Secure, bank-level encryption protecting sensitive data
• Built-in probate assistance with a dedicated case manager

Cons:
• Not suitable for highly complex estates with international assets
• Additional fees apply for one-on-one attorney consultations

Features

Trust & Will’s core features simplify every aspect of trusts and estates planning. Here’s a closer look:

Guided Plan Creation

Our step-by-step questionnaire breaks down document creation into manageable tasks.

  • Plain-language prompts to reduce confusion
  • State-specific customization ensures legal validity
  • Real-time previews of your Will or Trust

Trust Setup

Prevent probate delays by establishing a revocable living trust.

  • Protect assets and maintain privacy
  • Specify distribution instructions and successor trustees
  • Transfer property seamlessly upon death

Will Writing

Designate guardianship for minor children and assign asset distribution roles.

  • Appoint an executor to carry out your wishes
  • Detail personal belongings and charitable bequests
  • Include contingencies for unforeseen circumstances

Probate Assistance

Expert guidance to navigate probate quickly and affordably.

  • Dedicated case manager support
  • Document filing assistance in your jurisdiction
  • Tools to calculate fees and court deadlines

Unlimited Support

Get your questions answered via chat or email no matter how small.

  • Responsive service from our estate-planning specialists
  • Technical troubleshooting for document errors
  • Optional attorney consultations for deeper legal advice

Trust & Will Pricing

Choose the plan that matches your estate complexity and budget:

Essentials Plan

Price: $89 annually
Ideal for: Simple wills and basic guardianship needs

  • Will template with executor and beneficiary designations
  • Unlimited edits and cloud storage
  • Email support

Trust & Will Bundle

Price: $159 one-time fee
Ideal for: Those seeking both a revocable living trust and will

  • Complete trust and will drafting
  • Successor trustee appointments
  • Probate protection features

Premium Plan

Price: $299 plus attorney fees
Ideal for: Complex estates requiring specialized legal review

  • All Bundle features
  • One-on-one attorney consultation
  • Personalized estate strategy session

Trust & Will Is Best For

Our platform serves a diverse range of users. See which group you fit into:

Young Families

Ensure guardianship for your children and protect college funds without breaking the bank.

New Homeowners

Record property details in your trust to avoid probate and transfer real estate smoothly.

Small-Business Owners

Plan for business succession and asset transfer to heirs or partners.

Seniors

Update existing plans, reduce probate burdens for your heirs, and designate health care proxies.

Benefits of Using Trust & Will

Choosing Trust & Will for your trusts and estates needs comes with:

  • Clarity: Step-by-step guidance reduces confusion and errors.
  • Cost Savings: Avoid expensive attorney hourly rates with our affordable packages.
  • Flexibility: Edit your documents anytime, anywhere.
  • Security: Bank-level encryption keeps your data safe.
  • Support: Unlimited chat and optional attorney consultations.
  • State-Specific Compliance: All documents tailored to your jurisdiction’s laws.

Customer Support

Trust & Will’s support team responds promptly to inquiries via chat and email. You’ll receive answers to common questions within minutes and technical assistance for document uploads or e-signatures.

For complex legal concerns, our on-demand attorneys are available for personalized consultations. Whether you need clarification on trust provisions or probate timelines, expert help is just a click away.

External Reviews and Ratings

Users consistently praise Trust & Will’s user-friendly interface and affordability. Many highlight how the guided questionnaire made estate planning less intimidating. Ratings average 4.6/5 on independent review sites.

Some customers note limitations for highly complex estates involving overseas assets. Our team is actively expanding templates to cover broader scenarios, ensuring everyone finds the right solution for their unique needs.

Educational Resources and Community

Beyond document creation, Trust & Will offers a wealth of learning materials:

  • Official blog with tips on guardianship, probate, and tax implications
  • Video tutorials guiding you through each form section
  • Monthly webinars led by estate planning attorneys
  • Community forum for sharing experiences and advice

Conclusion

When it comes to trusts and estates planning, having a clear, legally valid plan is invaluable. Trust & Will’s guided platform, backed by attorney expertise and secure encryption, ensures your wishes are documented accurately and affordably. Use Code: Gimmie10 to save up to 25% today and protect your legacy for tomorrow.

Ready to make your estate plan count? Start with Trust & Will now and give your loved ones the clarity they deserve.