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.
Fast & easy setup, had to put together in a hurry and this was the ticket.
I like it because of step by step.
so quick, easy and affordable
real simple step by step
I have paid for had docs notorized and get no answer as to my next step. I thought the fee covered all steps a phone call would be appreciated. I was referred by Fifth/third bank and no discount given bad experience as I probably will have to hire Attny to unravel
Very user friendly!
Was provided expeditiously. Very professional work. Couldn't be happier.
easy enough to use but more explanation of each step and the ability to redo is needed.
The expectations I had were surpassed at every stage. I couldn’t be happier with the total experience. Thank you very much.
They do a great job of explaining the best way to proceed to create a will and establish a trust.
Thought it was simple and easy
Everything went well.
The site is super easy to navigate, it uses terms you understand. I was able to edit when needed or I thought of something else that needed to be added. I printed everything and got it notarized and witnessed.
I think kay no one told to add or take out anything . do you only do trust and wills?
Everything was just fine
On time, knew what she was doing.
I could have used information about registering the Trust and greater detail about funding the Trust.
It was convenient to have people come to my home to complete the will portion.
Made is easy to get my life in order and easy to talk to.
Rach O.
Jan 04,2025Very seamless process from beginning to end. The application allows for you to come back if you're looking for a document and/or want to do more research before completing the document process. Currently waiting for the documents to be mailed so that they can be notarized and filed away. Would use this company again.