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Trust & Will

Hosted by David Simmons

4.5 (871 Reviews)

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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.

Reviews 871

4.5

Out of 5.0

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Erin Ann
Dec 04,2024

It was really easy. I was able to go through questions at my pace. I started the process and about half way through I realized that I did not have the bandwith for the rest so I love that I could just save and come back to it at my leisure. It is just reassuring to have this completed. I am really glad I did this!

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Ethel Jeanetta Cornelius
Dec 03,2024

It was very easy and the final product was very well done.

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Janet Lois Daly
Dec 03,2024

Had an excellent experience using Trust & Will to create a Will for my husband and myself. It was very user friendly and touched on all areas of our Will we wanted included. Received the printed out copies promptly from Trust & Will and was also able to print them at home immediately. We are so glad that our Will has been updated and that it was a seamless process.

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Donald Lee Adarr
Dec 03,2024

Very easy to use and complete.

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Ellis Waller
Dec 03,2024

This was a wonderful platform to fill in required information and be aware of all the legal documents necessary for successfully distributing your estate. I do have some suggestions regarding user information. I wanted to add my bank account and made a change that did not show up when reviewing the document, so I don't know if it was accurately reflected. Is there a way to have a draft first, make changes, and then submit it?

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Sophia Greene
Dec 03,2024

The form was very easy to fill out, chat assistance was very helpful. It was easy to go back in to make corrections. Shipment of the trust was received in 2 days.

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Robert H Riedel
Dec 02,2024

This is the second platform I’ve used to create a will, and or a trust. While it wasn’t as intuitive of a process as the previous platform I used, by the time I finished, it was easier to manage. What I like about this platform is the fact that once you’ve paid for the product, you can make changes in the future as needed. The previous platform I used expired after 18 months. Trust and will is definitely more affordable than any attorney you will find.

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Colette C.
Dec 02,2024

It was easy and fast. And I like that their was a discount for being a credit union member.

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Sharon Kearley
Dec 02,2024

This process was very easy and support was always available. You can't beat the cost. After completion of the paperwork I took it to be notarized and then took it to my Deeds office where it was recorded. I guess the quote of the day should be "easy peasy"

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Konstandinos A Luzis
Dec 01,2024

I have not completed the process as of yet. As I said prior to paying for the service I need direction to set up Trust and will correctly

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William S Robinson Jr
Dec 01,2024

Very helpful through the trust process.

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Julio S Lopez
Dec 01,2024

Easy professional well done

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Kimberly M Henry
Dec 01,2024

This was very comprehensive and thorough in the instructions and next steps. I’ve had a living trust done before and it cost way more money and not nearly as complete.

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Bob Dykwell
Dec 01,2024

Only negative development

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Mike Hale
Dec 01,2024

Very thorough and professional process. Recently went to an estate planning seminar and they wanted $3,500 for the same documents.

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Connie Lynn Collier
Dec 01,2024

One reason I used this is it’s connected with my Bank. I will gather my important documents and see exactly how I’m to connect them. I was not rushed on getting through this. It’s exactly what I was looking for.

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freddie
Dec 01,2024

Trust was good, but the will leaves a little to improve on.

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Denise
Dec 01,2024

This was a very easy process.

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Joan Amanda Hackmann-Gaul
Nov 30,2024

Why am I being billed another $19.00? I paid $199.00 for my Will. Hiding charges? No a good idea.

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no
Nov 30,2024

Very easy to do. So simple and I was able to get most questions answered.

1 (866) 908-7878 [email protected]

8605 Santa Monica Blvd #40156, 90069, West Hollywood, US

https://trustandwill.com

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