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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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Debbie
Aug 02,2024

Taking the stress and procrastination out of creating a will & trust was a seamless experience using Trust & Will. Your service literally walked me through everything I needed to accomplish. To not have the future difficult decisions placed on the shoulders of my family is a great relief.

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Karen D
Aug 02,2024

Professional and Well Written Documents.

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James Ralph Macanufo
Aug 02,2024

I had to work very hard to get it all done. My sons both helped me and we all three learned more.

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Barry Sullivan
Aug 02,2024

Your website made it very easy to complete our Will. I was able to print out the completed Will and get it notarized with our financial advisor.

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Constance Bowden
Aug 02,2024

Trust & Will was easier than we thought. So pleased with our experience and now have peace of mind.

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Scott
Aug 01,2024

The entire process was very easy. Just answer the questions and the program creates the will. My one suggestion would be to explain the notary area of the paperwork more clearly. My notary was very inexperienced and didn't know some of the forms or terms used. Expected me to direct him where to sign.

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Larry B
Aug 01,2024

I don’t know about complex wills or trusts, but if all you need is a simple will, this is definitely the way to go. The online experience is very smooth; I was able to complete my simple will in about 30 minutes. That includes the will itself, a durable power of attorney, an advance health directive and authorization to release medical information (HIPAA). When I was done I let it sit for a few days, during which time I was able to go back in and change a few things. The website is very well organized and simple to navigate. The printed documents arrived well protected and ready for notarization. A great experience overall; I give Trust & Will 5 stars without hesitation.

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Mary Ella Glore
Aug 01,2024

Completing the Will was easy to do

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Robert Ames
Aug 01,2024

Very easy to follow instructions. Well organized and complete

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Angela Lynn Deaton
Aug 01,2024

Easy to do and very quick getting it to me. Very happy with the service

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Robert Fulks
Aug 01,2024

The process was very easy to follow so I had no problems getting my will and trust completed.

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chris caputo
Aug 01,2024

my call answered. questions answered correctly. great follow up. will recommend you and use you again fir sure. ps and you guys are located where i lived as a young man -san diego!

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David Gale Fast
Aug 01,2024

Easy and simple to do

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Christopher Garguilo
Jul 31,2024

Very easy to complete. My wife and I completed within a half hour and probably saved about $1,000 dollars by doing it on this website as opposed to going to a lawyer. I highly recommend!

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RoCritch
Jul 31,2024

Saw it advertised during Live PD and I’ve been putting it off so I like to support advertisers of my favorite show. Very easy to do and now I have peace of mind.

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jeffrey schoch
Jul 31,2024

They resolved my issue.

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Sean
Jul 31,2024

The user interface is good. It's a smooth process to complete the documents, but you still have to print out the documents, and get notarized signatures, including some number of witnesses. This is the hurdle stopping me from completing the process and having valid documents.

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Mike O
Jul 31,2024

Easy to use and understand

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Bryan Cole Dudley
Jul 30,2024

Everything went as planned you were very helpful with rescheduling with the notary everything was easy to do step by step online I was very impressed and I liked that your partnered with USAA for my discount I'm a disabled veteran limited income I've already suggested you to a couple other veterans that need their will and stuff done thank you for all your help appreciate it

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Dan G
Jul 30,2024

Very easy to follow and complete. I was a bit hesitant to complete the process as I thought it was a complex evolution however the experience turned out to be fairly simple and straightforward. Thank you for the simplicity and support.

1 (866) 908-7878 [email protected]

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

https://trustandwill.com

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