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.
The process was easy, yet I felt that it was very thorough in covering my estate planning needs. I have recommended Trust & Will to family and friends.
Very simple to do. I had Trust & Will put everything together once I had everything filled in, and over all, it took about a week to get it finished. Very impressive.
Had a problem on 10-14-2024 and Jason Y called the very next morning and fixed my problem in minutes! Friendly, honest, and a down home person which you rarely find these days. Thank You Jason.
It was very simple to create my will. The instructions were easy to follow and the cost was reasonable
Completing our will and medical directive wad pretty easy. I was very impressed how the whole process went.
Easy to understand
Cost-effective and easy to use
It was easy to complete all the forms. It took the stress out of such an important task.
You were very easy to use, and thorough. Tom
I am trying to get an answer to 2 questions and there is no access to speaking with a live person.
Easy, clear instructions, helped with getting a notary and 2 witnesses
The initial process of setting up my will / trust appeared to be fairly simple as I do not have a complicated estate. However, there is just so much paperwork or back-up documents that one must create and file that it can be overwhelming for a widowed 70-something trying to do this alone. I am of the mind that it would be easier and more secure/legal for me to just go to a lawyer and have this done correctly. The cost and peace of mind are worth it to me.
Extremely clear and easy way to make a will and trust. It costs a few hundred dollars, but the simplicity of the process made it well worth it to me. Highly recommended.
Staff was always friendly & the Will is just what I needed. Thanks to all. Peace A J Morelli II
I was stressing out for years trying to get a will made. Finally found trustandwill.com and i did the whole process online. Once you do the will, you can also get it notarized online, just ask customer support for the website they prefer. It costs another $45ish dollars. I have no more stress about dying! I'm ready to go any time lol!
I was not happy with the up dates that are coming out November 2024. The employees I have dealt with were all very professional and helpful. At the beginning, the paperwork looked very simple and something that I definitely needed. It was a very good price because it’s gonna cost me much more now to use an attorney. But because of the changes and everyone I hope will read all of the printed email that was sent out. I do not want to deal with the company. I called and spoke with Jay S. She was wonderful. I was expecting a big argument or fight to get my money returned, but she helped me and made me feel so good. You need more employees like her. Thank you for your offer and I hope the company continues to do well with what it is doing for people but I do not agree with the changes that are coming.
I've developed tremendous respect for Trust & Will. Your support staff has been courteous and professional throughout this process.
Ease of handling. Great service.
No follow up. I have completed the process online but not sure if I did it correctly. Do I need 2 witnesses to complete the trust ??
Rick Frauton
Oct 16,2024I was impressed at how easy it was to get these complicated documents written. The questionnaire format provided was excellent with plenty of guidance along the way. What I wasn’t aware of is the estate plan is far from finished once the documents are created and sent for review. There’s quite a bit more work to do to completion. Asking questions and getting answers was quick, easy and helpful.