Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one.
Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is a certified B Corporation and is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy.
They delivered on all of my expectations and the follow up is tremendous.
The lawyer who guided us was knowledgeable, professional and empathetic. His responses were comprehensible to those of us who have no experience with trusts. The documents provided, although numerous, were easy to download and fill out. They covered all the bases, from power of attorney to the actual trust.
Very simple and easily navigated site. Straight forward questions and answers and well written documents.
The process was made user friendly by the easy to understand questions and prompts provided for guidance.
Easy to follow instructions plus a price discount on the will for couples helped us get this done after many years of talking about it. Now our wills have been witnessed, signed and notarized. We highly recommend Trust & Will.
Couldn't figure out needs
Everything went well until I accidently got cut off. It did sort of sounded like a script was being read
So far clear, relatively easy. I may pay the fee for your lawyers to double check my work… for 19 years armistice I net with my cos I’d say “and I need a better will” but we’d focus on tax prep and forget. Once I paid another private lawyer to give me a will but it was in such gobbledegook that I couldn’t understand it - and no response when I asked for plain English
I have been putting off making a will for many years. My financial advisor introduced me to Trust and Will. I am so glad she did. T & W has made it super simple to understand and the support is 5 stars. Now I can have peace of mind for myself and family. Thank you Trust and Will.
Easy to use and feel comfortable everything was done correctly.
VERY EASY TO DO
First call I made to inquire was helpful, so I felt more comfortable creating my Trust online instead of through an attorney in person. And it's much more affordable. The process was easy, especially for me, who knows nothing about creating and Will or Trust. I would recommend to anyone.
Pretty straight forward process. Any questions are answered immediately. Would recommend.
Website easy to follow. Creation of will and trust step by step process easy to understand and follow. Print process quick. Happy with cost. Banker that notarized was impressed with finished product.
Ease of use. Very detailed. Very good instructions and directions.
was very easy to prepare needed documents
I made mirror image wills for my wife and myself, I was disappointed that I was unable to leave everything to my wife and if we were to perish together, to then leave various investments/real estate/ vehicles to specific persons. This will require an additional will to be created after either my wife or I pass. I am able to create this type of secondary beneficiary situation when using a local attorney. This service is advertised to complete and provide full service....it does not. I did contact the creators of this service and they were not able to help. I am not very satisfied with this product. I did provide 3 stars as this product will produce a legal will, just not a complex one...if you consider secondary beneficiaries complex.
It was very easy to create my trust. The questions were quite clear and easy to answer and the document came out perfect Thank you for making this so easy and affordable.
I am so happy that my son will get my house when I pass away via the Trust that has been established via Trust and Will. Thank you, Carolyn S Curran.
Dianna Lynn Zink
Jan 13,2025The ease with which this was accomplished made a difficult job easier to complete. I appreciate that when asked, the information was expedited to me as I was leaving on a trip and wanted to make sure this was complete before I left. Of course, we will only know how thorough the document is when it has to be used but it certainly appears to be complete. Very much appreciated. I trust the organization AARP and as an extension trust you. Thank you. Dianna