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 pretty easy. The only problem I had was the printing of the documents. I had to pay $35 more because I couldn't get the documents to print correctly. They would print fine and then all of a sudden a page or two would come out blurry so you could not read it.
Your web site kept locking up, which was frustrating. Better navigation would help so one can get back to a specific page without searching all over.
Very easy to use.
You made the experience easy.
It was easy to follow
I'm 75 and found the process quite easy to navigate online. Explanations were very helpful and I appreciate your follow-up. I will definitely recommend to others. Thanks!
It was laid out in such a manner that it was easy to follow. It was relatively quick to fill out, as long as you know "who gets what". I would recommend it to anyone who cannot afford an attorney. The most "difficult" part was getting it notarized in front of two witnesses, and even that was pretty simple. Do it...life is short and you don't want your family to be entangled in legal battles after you are gone!
This was an easy and smooth process. I feel so much better than I have things in order for my loved ones when I pass.
You have placed all the things I need to accomplish in one place. So it’s easy to set up and you also reach out frequently to check my progress. Thank you
Easy to use. Easy to understand and fill in the information you want.
It was relatively easy. The cost was reasonable.
This is an intimidating process and for me, long overdue. What a relief to have this service. It’s state specific, easy to navigate, and walks you through each phase so you don’t miss a document that you will need. The help is always there so it was a great experience. I have all the documents with a clear path to get all notarized and recorded. Do it! Time’s a wasting!
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I was unable to edit my plan. When I tried to get help. My messages were answered by computers. I was unable to contact a person. It looks like they want me to choose a higher priced plan in order to communicate with a person so far, this has been worthless.
Simple process.
Easy to do price was good too.
Quick and simple, and cheap.easy to use
The staff was very helpful and patient with me in the process. Every time I called with questions or assistance they were there with answers.
Not done yet but the software was intuitive and easy to use. I had one question submitted that was answered quickly and accurately.
Randy Hill
Aug 15,2024Good good good