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.
When I finally got around to updating our Wills I saw an advertisement on Fox. Once I reached out to Trust and Wills the process was very user-friendly! There follow up with texts and emails was very professional and knowledgeable! Also the price was very reasonable.
The process was great after several reprints for editing, now I can’t find a notary who will help me finish the process! Even called a lawyer’s office who hasn’t returned my call!😟
Easy to understand and complete.
The encouragement to complete a useful and legal will.
I am not a high computer literate user. Perhaps I should have not even attempted this procedure to do our will. I thought that there would be more info on the product and the procedures to help get us through the process. I feel that you should have had some basic, easily accessed, helpful examples, and notes to quide users during the various questions, and processes. We got through the process, but had many questions, on did we do this correctly ?and did we follow the correct legal process.?
Quick and easy at a good price.
it was easy and inexpensive! I do have a question we will see how that goes!
Very pleased with the process and product.
I was glad to get everything in writing plus I wanted to get my son name on something of mine Great job trust and will Thank you.
It was very simple. I need to make changes again and it is easy.
it was fairly simple to follow instructions.
Thank you for “opening the door” for me, so I could start creating my will. It was most convenient to go over to my bank (Redwood Credit Union) to get the assistance I needed from a live person to set up my online account. I still have things to do, but I thank you for your help, communications to me, and having all the information available inside my account.
This was very easy to do. The finished product looks very professional. I would highly recommend
Pretty easy to navigate through everything.
I’m not finished
This product was easy to use and so affordable. It's a wonderful feature that they offer very affordable legal advice. While, I didn't need it for people that have a more complicated situation it's a great feature. Highly recommend the product.
It was a very easy process. The directions were amazing. I had constant follow-up and helpful reminders. I am so relieved that I have a will in place. Would highly recommended Trust & Will to all my family and friends.
Very easy process and the support is amazing if you should have any questions. Took about 30 minutes to set everything up. I would highly recommend using this to set up your Trust and Estate Planning. Saved thousands of dollars!
Great Service
BARBARA PARLATORE
Oct 02,2024The experience was made easier than I thought it would be because of the format and questions that allow me to think about my wishes! I will recommend this to everyone! Thank you!