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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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Alma C Birchett Ms
Feb 06,2025

Excellent service, I had a hard time on line, someone helped me. I got everything done and my papers came to me very very promptly. I have had them notarized. Thanks one thousand times.

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Anjan Rojanala
Feb 06,2025

easy self propelling

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Johan Holmquist
Feb 06,2025

Easy to navigate. End product could be formatted a bit better. Otherwise I would recommend.

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Thomas William Johnson
Feb 06,2025

Easy to use, walks you through the details

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Thomas Steven Corso
Feb 06,2025

Excellent product.

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WS
Feb 06,2025

Great experience! Easy and simple. They even sent a Notary and witnesses to my house. Well worth it.

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K M
Feb 06,2025

It was easier than I was expecting and I'm glad to have our Trust done. Peace of mind! I appreciated the printed copies you sent to us, nicely arranged in folders. Our credit union did the notarizing at no charge, then we had the UPS store make copies for family members, at a reasonable price Everything was clearly explained as we went through filling out the Trust, and explained as well about putting things into the Trust.

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Jon Alan Stevens
Feb 06,2025

Simple too follow.

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Karen Ann Cooley
Feb 06,2025

I found it a little confusing. I set up my will and then it went to trust and I thought I needed that for the will. So it added more expenses than I wanted. Signed up for notary to come and she was in an accident and didn’t make it, so things are not notarized yet.

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Angie B, Bethesda, MD
Feb 05,2025

so so easy. can't believe I didn't do this sooner. Now I have peace of mind. I've already recommended to all my family and friends.

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Stephen
Feb 05,2025

My experience with Trust & Will was exceptional. Although their trust couldn’t align with my specific legal needs, the team handled the situation with genuine empathy and integrity. They processed a full refund without any hassle, which made a significant difference for me. The fact is most legal firms, have no issues working with their trusts; however more nuanced situations fall on the custome— not their business model. It’s rare to find a company that not only offers great services but also stands behind their customers with such care and professionalism. Their name truly reflects their values—trust and integrity are at the core of what they do. Thank you.

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Joseph Scott Ginski
Feb 05,2025

The process for building and initiating our living Trust and Wills was intuitive and easy. Brittany was also very helpful during our extended phone call.

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Alice S Swayney
Feb 05,2025

Everything was perfect correct when I reviewed the package was great

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Hortencia Upchurch Mrs
Feb 04,2025

Very good to understand the fill

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Leo Sielsch
Feb 04,2025

Comparatively inexpensive compared to using a lawyer, forms and verbiage was understandable, easily and promptly downloadable.

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Wayne Lee Abbott
Feb 04,2025

When I researched Trust & Will on line it was highly recommended. I found the website friendly to direct me to the forms I needed and the forms fairly straight forward to fill out for my personal needs. I also appreciated the direction to find a local person to notarize my documents. I appreciated as well that the fee for the service is very reasonable.

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Argene A Jorgensen
Feb 04,2025

Very simple and perfect for our needs. The entire process was easy and complete

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Jim Walker
Feb 04,2025

At the basic level I needed, it was all there and clearly explained.

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Paula
Feb 03,2025

The process was easy. However, I feel it was a waste of money and time as I cannot find any notary! Places listed won’t notarize a will and attorneys won’t notarize it unless they draw it up themselves! So, basically I have an envelope with useless documents and I’m going to have to spend more money so I wasted money

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Michael Roth
Feb 03,2025

Trust & Will was perfect for my needs. An excellent alternative to expensive attorneys for estate planning. Their quick response to my requests showed a good customer service after sales.

1 (866) 908-7878 [email protected]

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

https://trustandwill.com

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