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.
It was easier than I thought it would be, it was self intuitive with useful coaching along which educate as you do each task. A very useful tool.
My experience was great, easy to navigate and I had no problem. Thanks
Overall pretty easy to use and straightforward. Also were able to arrange a notary and 2 witnesses to come to my home to sign everything. We feel a little safe going into the next year having our will, trust and advanced directive in place.
The process was so easy and thorough, I was very impressed. I drug my feet to get a will done, Trust and Will made it a breeze. And then sent me two professionally prepared copies, and all for far less than others had quoted me. Strongly support Trust and Will !!
It was easy to fill out. I've been needing to do this for years!
Thorough and easy
We needed a will and I was gald. That I had AARP to help us thank you
I had a will dated 1991; but my wife passed Sept,2024, so a new will was in order. I saw an add on TV and went on line , read , liked and joined. The prosses was easy ; even for 84 year old.
I paid to have my will created, answered the questions, and then your company wanted more money to arrange a signing and ship it. I feel that is a bait-and-switch. I would like you to send me the will so I can get it signed and notarized by people I know here near home. I even clicked on a help center link, not a review link...
The explanations and directions were easy to follow. Other on line plans I checked out, in some cases, were hard to understand. Even though I did not have to speak to someone for advice, it was comforting to know that I had that option in case I needed it. Thank you for a good product.
Excellent very easy to use . Make sure you have extra paper because it is very well made out and uses more the. You think .
Very easy to complete my trust and will. I got it notarized with 2 witnesses to sign. Highly recommended!
Trust and Will did for us exactly what they said they would. Inexpensive, straight forward and simple. The exact paperwork we need and very convenient.
Very user friendly!
Everything about Trust and Will was simple, fast, and helpful. I went on to the website and paid the fee for what I needed and it was sent immediately electronically. Since then I have received multiple emails and texts from staff to ensure that I understood everything and explained next steps as well as asked me if I needed support. If you need to write or update your will, develop an estate plan, or power of attorney or health directives this is a fantastic resource at a reasonable price.
Website provided thorough information and the forms completion process was easy to use. I received the documents in a timely manner, and appreciated the link to notary services, which I utilized.
Easier than I expected and didn't take to much time.
It was a very easy experience. All options were very clear.
There were a couple of things that didn’t come out in print the way I expected so I had to fix it, reprint & had to return to my bank to have one document renotorized but I would still use them again.
Deb
Dec 20,2024Overall, I give Trust & Will 4 stars. Probate Specialists were changed mid-process (due to no fault of the second Specialist). Our first Specialist had made a few mistakes on the original Order for Probate, so it had to be refiled 3 times before it was acceptable. It did not instill confidence. I think the second Specialist was new because he seemed unsure, but came through with answers and got things moving. I did question the use of a 5-year-old form instead of the updated one on the court website (I think was the company's fault, not his), and we ended up having to make a correction on that form and resubmit it. Everything turned out OK and we got through it. I give Travis 5-Stars for his efforts & professionalism, and Trust & Will 4-Stars.