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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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Rick Frauton
Oct 16,2024

I 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.

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J LPeters
Oct 15,2024

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.

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Hedy Woog
Oct 15,2024

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.

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J. C.
Oct 15,2024

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.

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Michael Fairman
Oct 15,2024

It was very simple to create my will. The instructions were easy to follow and the cost was reasonable

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Melanie Seevers
Oct 14,2024

Completing our will and medical directive wad pretty easy. I was very impressed how the whole process went.

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tim ashley
Oct 13,2024

Easy to understand

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Eric
Oct 13,2024

Cost-effective and easy to use

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Janette Gipson
Oct 11,2024

It was easy to complete all the forms. It took the stress out of such an important task.

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Thomas Edward Meyer
Oct 11,2024

You were very easy to use, and thorough. Tom

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Allison Chamberlaine
Oct 11,2024

I am trying to get an answer to 2 questions and there is no access to speaking with a live person.

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BHJ
Oct 11,2024

Easy, clear instructions, helped with getting a notary and 2 witnesses

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Rae Yurgensen
Oct 11,2024

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.

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Suzanne E Thompson
Oct 10,2024

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.

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Anthony Joseph Morelli II
Oct 10,2024

Staff was always friendly & the Will is just what I needed. Thanks to all. Peace A J Morelli II

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Waleed Ashour
Oct 10,2024

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!

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Mark Bowman
Oct 09,2024

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.

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Michael Lichlyter
Oct 09,2024

I've developed tremendous respect for Trust & Will. Your support staff has been courteous and professional throughout this process.

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Mario P Hernandez
Oct 08,2024

Ease of handling. Great service.

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Yip Wang Tom Lee
Oct 08,2024

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 ??

1 (866) 908-7878 [email protected]

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

https://trustandwill.com

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