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.
Very simple process to complete trust! Highly recommend.
Easy to navigate. The hints and suggestions were helpful.
It was very easy to use and complete the documents.
Customer service was prompt when I had questions. Once I completed my part, they were quick to send the documents for me to complete the process of getting them notarized. The steps for funding the trust were explained and easy to accomplish.
Excellent Forms
Great service
ease of preparation
Reasonably priced and explained the details of the trust.
The Notaty was on time and friendy, as were the two witnerses. I would definitely use this service again.
I had ample opportunities to request minor assistance with my will.
Cathy Barth
Jun 27,2024Very intuitive process. Got it completed very quickly.