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.
Filling out all the information was easy. I understood the process and again thank you.
From the first log-on...the experience was great. The whole process was super organized, with easy data entry, all forms were explained perfectly. We were done in less than two hours. We are very pleased! Highly recommended!
The process was relatively easy. I did become a little frustrated when it came to having my will printed and mailed. I reached out and they were very helpful and walked me through it. If you’re making a simple will this is the way to go. I’d recommend
Overly complex process. You will find it difficult to navigate and to gain control of your documents unless you are tech savvy . Customer service does respond to requests but all they offer is complex instructions to try to get though their already complex system . Would not recommend.
This makes the company feel great when we satisfy.I am happy you can get Will and Trust with a low payment
There were things I wasn't sure about and still in that. Your website provided some insight.But I really wanted to talk to somebody and doesn't seem like there is any.Way to contact you guys by phone
Easy and affordable. Thank you!
Very easy to use.
When I had a question, you were very easy to answer the phone, as well as my question.
It was very easy to use the templates, and we were reminded of additional items to take care of.
It was a bit misleading. I could print and create the things I need online from the state website. I don't have people that can witness the document, so I needed to be able to have someone sign them and I sign them and then offer the notary services. Therefore, I have the same thing I would have had if I had just done it myself.
ease of use, speed of documents to arrive.
Easily created will.
Easy to do. Answered all of our questions quickly. Great to work with.
My husband died June 5 so I needed to create a trust for myself. Trust and Will had all the necessary templates. Once completed it was easy for me to print out the documents and “what to do next” instructions. Since I have no children, I must have changed beneficiaries and gifts more than a dozen times until I was satisfied but that too was easy to do. I added attorney services and had a call with an estate attorney to review the trust with me, reassuring that the trust was done correctly.
Quality and price
It was quite easy to do the wills but I am housebound and have not been able to locate a notary.
Trust & Will made it very simple to finalize my will. It was mailed to me in a beautiful, organized packet. I got it notarized and it is now in my safe for all my family to have access to in the future when that time comes.
It's a simple, painless process, and most of all, affordable. It's refreshing when a company provides a product or service precisely what they said it would be. Thank you! Raymond S.
David Anthony Crupi
Aug 12,2024A very simple process backed by outstanding customer support. Highly recommend!