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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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Camille
Aug 30,2024

So Glad they made this affordable & doable!!! Questions were simple , & system was expedient. Thank You!!!

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Joel W Jones
Aug 30,2024

Very easy to follow instructions and backup resources. Peace of mind knowing its done.

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Debra Lynne Wolfinbarger
Aug 30,2024

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.

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Michael
Aug 30,2024

Creating our Trust and Will documents was extremely straight forward and the questions made it very easy.

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Antionette Collins
Aug 29,2024

Good set up for me. Not easily to fill out my will.

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Jenny
Aug 29,2024

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.

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Christopher
Aug 29,2024

Pretty straight forward and easy to do. For me, it's an ongoing will that I should be able to update periodically.

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Dawn V.
Aug 29,2024

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.

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Frances Arnone
Aug 29,2024

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.

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ElizMellisa
Aug 29,2024

Easy to use and great price

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Linda
Aug 29,2024

Ease of. The forms

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Christopher Godfrey Horacek
Aug 28,2024

Easy to use and great instructions. Appreciated that the documents were printed and shipped to my house as part of the package.

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Terry Greenfield
Aug 28,2024

Jay was efficient, helpful, and followed through immediately.

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Lindsey Jastrzebski
Aug 28,2024

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!

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THOMAS LEE REDMAN Sr
Aug 27,2024

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.

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Charles Ellis Sarsfield
Aug 27,2024

It explained everything that I needed And covered all the things that I wanted in my will?

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William Arthur Gillette
Aug 27,2024

Very easy process and smooth. Peace of mind knowing that it's complete.

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Elisa Beltran Gurley
Aug 27,2024

Was easy to do and my daughter helped me. Still Have to get it noterized

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Andrew Pappachen
Aug 27,2024

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

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Scott
Aug 27,2024

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.

1 (866) 908-7878 [email protected]

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

https://trustandwill.com

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