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.
Very easy to follow instructions and backup resources. Peace of mind knowing its done.
It was a fast and easy to do. The form were very professional But there was an added cost to do both Will and Trust hat I didn’t realize. I’m very glad I did both for peace of mind.
Creating our Trust and Will documents was extremely straight forward and the questions made it very easy.
Good set up for me. Not easily to fill out my will.
This is a very affordable way to make sure you get things in order and was also fairly easy to Navigate thru the process and get it set up the way we wanted.
Pretty straight forward and easy to do. For me, it's an ongoing will that I should be able to update periodically.
Easy process but that’s only until you get the documents. Signing them at notary; that’s a charge, and an appointment to be made, making and filing a quit claim deed (not advised to do it yourself) that’s another charge with another company! Actually funding the trust….headache. Add all those “extra charges” you thought you were avoiding?…should have gotten ourselves a real lawyer to walk us through the process until completion. All charges and time invested were not fully explained before you pay.
Drawing up my will with Trust and Will was made easy with the help of their staff, particularly Chris, he was always available to offer help at any given time. I might add he and anyone else I spoke with showed patience and compassion. I would highly recommend them to anyone one needing assistance in this very important part of life.
Easy to use and great price
Ease of. The forms
Easy to use and great instructions. Appreciated that the documents were printed and shipped to my house as part of the package.
Jay was efficient, helpful, and followed through immediately.
Such a fast and easy way to get our will done! We have been putting it off until we heard of Trust & Will! It was a very user friendly and easy process!
EVERYTHING WAS EASY AND EXPLAINED. I LOVE THE FACT THAT I COULD START AND RESTART AS MY TIME ALLOWS. BEING ABLE TO ASK QUESTIONS WAS SUPER GREAT. THANKS! THOMAS LEE REDMAN, SR.
It explained everything that I needed And covered all the things that I wanted in my will?
Very easy process and smooth. Peace of mind knowing that it's complete.
Was easy to do and my daughter helped me. Still Have to get it noterized
Communication is not clear on how to proceed and no explanation on what the client does The emails are not clear on the steps to be taken
We purchased a will, but it turned out that their preset questions didn't quite align with what we were looking for (our situation is a little weird). Leaving 5 stars because it just took one quick email to get a full refund, no hassle. Would use again if our needs change.
Camille
Aug 30,2024So Glad they made this affordable & doable!!! Questions were simple , & system was expedient. Thank You!!!