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.
Easy and thorough process
Really great product. Super amazing support. Perfect for 99.99% of the population.
Trust & Will was very easy and clear to use to update our wills and to formally set up our trust. The website format is easy and intuitive. Also, there is excellent communication and follow through from the Trust & Will team. I would recommend Trust & Will to everyone as an easy and affordable resource to set up your trust, Will and health care wishes.
Super easy and can’t beat the price and now there’s peace of mind. Thanks
Trust and sincerity
I had the pleasure of working withKhaki Wardord she helped me to understand all the financial business transactions ( my husband handled our finances for 50 years) She was knowledgeable, thorough and extremely kind. I will be forever grateful to her.
Forms are easy to understand and cover all possible conditions.
Fast, easy, concise and convenient!
It was easy just follow instructions
This was a very easy process. I was so nervous about doing a will and how much it was going to cost me, but Trust & Will was reasonably priced!
Talked to multiple customer service reps who provided me with alternate answers to the same question. Was put on hold while one looked into and never returned, after 15 min hold. Joke
Creating and editing the form is very easy, one just has to have all the info lined up
Easy to follow format. Finished document gives peace of mind.
So far so good.
Very pleased with the wills! It was an easy process and we both thank you for your professionalism. We will tell others about Trust and Wills!
I have been interested in creating my trust for several months but was afraid of the process since I am not computer savvy. However, once I got to it, the process was very easy to follow. I completed my trust in one afternoon.
All steps simply defined, documents categorized clearly and everything received quickly. Very reasonable pricing and my trust was completed from start to finish easily.
Relaxed in our own home thinking through what to establish in our Trust and Will. Never had an Advance Directive or arrangements upon death, but now we do. Never reached out for assistance, but I know later on I will have questions for Meg who was keeping contact all through the process.
I still have to find two witnesses and go down to the AAA office to get notarized. I guess the price wasn’t so good after all.
Aerod
Jul 08,2024My experience was very smooth and straight forward. I would recommend use of this application to anyone!