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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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Linda G Copeland
Feb 14,2025

Easy to do and the cost was a lot better than going to a lawyer. I’m still working on the details at this moment. It’s a lot to think about so far in advance!

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Phillip
Feb 14,2025

Outstanding product. Easy to use and quick. Customized to our needs and specific state

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Wendy L Wojchehoski
Feb 14,2025

Very easy, step by step instructions

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Maria Gelfand
Feb 14,2025

It was very easy to set up all the documents we needed to prepare also easy to update to finalize all our documents

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Joseph Lewis Monteleone
Feb 14,2025

Very easy and fast.

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Wesley Wells, Jr
Feb 14,2025

Things were kept simple and to the point.

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Julia Spann
Feb 14,2025

Everything was simple, straightforward, and affordable! I lost a dear one late last year, and so I was motivated to get all my paperwork in order as a gift to my family. Trust & Will made it super easy. I now have a will, advanced directives, and power of attorney - fully notarized and executed. Thank you, Trust & Will!

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Greg Bergmann
Feb 13,2025

Everything was very easy to complete. I had no problems at all

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Ricky Louis McMillian
Feb 13,2025

My husband and I needed to get our Will and last wishes in place. The Will and Trust had everything we needed in one package. It was very easy to understand.

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Kevin Gardner
Feb 13,2025

Very easy format.

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Alicia Chase
Feb 13,2025

Dave was knowledgeable, to the point, good sense of humor.

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Gary Parlotto
Feb 13,2025

I can't. Find a way to log on and there is no way to reach your company to ask questions.

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Dennis
Feb 12,2025

Trust & Will made it very easy with step by step instructions to complete my Will. They are a full service Trust and Will company that can offer different services to help you complete your will.

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Joy Shelburn
Feb 12,2025

It was easy and I’m glad

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Cathy
Feb 12,2025

I had a great experience. It was easy and thorough

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customer
Feb 12,2025

I have been 'chatting' with your company for what seems like hours. I wanted to add an address and phone number for a beneficiary. YOUR AI told me to go to Distribution, etc blah, blah, blah. I did this and learned you can't do that. BAD AI, BAD AI. I was told I would receive the review with the printout of our 'conversation.' Nope. Another 'chat' with AI. This time they directed be to this website. Another AI told me there was no way to leave a review.

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Sharon Ann McCoy
Feb 12,2025

In the past year I had two folks in their last days that needed wills quickly. Trust and Will was easy to use and economical. The probate attorney said they will were excellent and well done. It saved a lot of problems.

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Kyle A. Beran
Feb 12,2025

I was expecting more... not sure what "more" means but it seemed very much skin and bones approach to preparing for my future.

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Flora S Harris
Feb 11,2025

I didn’t understand what to do! I had problems where I couldn’t get back to finish it! But you’re already charged me for it! $199.00 ! Then on top of that you’re charging me additional $19.95 I think I would like full refund!

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Maegan Williams Polak
Feb 11,2025

I am changing my rating to 9 stars out of 5 because after I mentioned my difficulty with printing the documents, the nicest person helped me get all the documents I needed. Personally. It was a really positive experience, and the person couldn't have been more understanding of our situation. I would have paid extra to have T&W print them and mail them to my house. Turns out when you're old and tied to the house, T & W will be certain you get those documents. This really meant a lot to me. Could not have been happier. Good company.

1 (866) 908-7878 [email protected]

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

https://trustandwill.com

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