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.
I need to finish.
It wasn’t difficult and it’s done. We didn’t have 4000 and my sweet husband has pancreatic cancer. Thank you for helping , our old will was before girls were born.
This was an easy process. I needed to submit my information and the rest was taken care of for me. Awesome experience and I didn't need to pay thousands of dollars for a lawyer.
Easy to use. Was talked through step by step process
Easy to follow instructions. Follow the bouncing ball questions.
Easy to follow directions
I had been looking for a place to create a will, and through American Express I seen Trust & Will. I didn’t know what to expect and I was pleasantly surprised. They were so professional and helpful. Trust & Will made the process of making a will so easy and simple do to. Once the will was completed they provided me with all the necessary steps to complete the process. They helped me locate a notary in my area. They send me reminders every steps of the way. Thank you Trust & Will for your professionalism you provided.
Excellent customer service. Easy to understand and confident I made the right choice with Trust and Will
Easy to use and reasonably priced.
The best part was the ease of putting my will together. Also, when I did not understand an issue there was help readily available to answer all my questions.
Very easy to use for simple wills. Levels of customization may be somewhat limiting. The will includes every possible scenario in the wording even though some of it did not apply to my situation and could have been omitted. But overall, it worked very well for me.
Easy to complete, timely mailing of documents, clear instructions, reasonable cost.
Nice and easy way to work with
Trust & Will made the process of creating a Revocable Living Trust for our Mother in Law simple and easy to explain. Very satisfied.
My experience was great, everything went well and was easy to do.
I’ll refer friends who are in need of assistance with their needs!
I received the needed assistance on a timely manner. forms were user friendly to fill out.
They helped with the process of my brother's estate after his unexpected passing. They checked in often and were always there when I had a question. Grateful for their guidance.
Easy to understand forms Attentive customer service people to answer my questions
Elda Coco
Jul 24,2024Easy, thorough