Trust & Will is an online estate planning service that helps families create documents like wills, trusts, and powers of attorney. It aims to make a process that often feels expensive and confusing easier to start from home.
How it works
Pick the plan that matches your needs, answer guided questions online, and review documents tailored to your state. After completing the forms, you download or receive the paperwork and finish signing and notarizing it according to your state's rules.
Key features
- Guided online setup for wills and trusts
- State-specific documents designed by estate planning attorneys
- Options for guardianship, powers of attorney, and health directives
- Attorney support available for eligible plans
- Probate and estate settlement support resources
- Secure online account for storing and revisiting documents
Who is it for
Trust & Will is best for adults who want to put basic estate planning in place without starting at a traditional law office. It is especially relevant for parents, homeowners, and retirees who need a clear first step for family planning documents.
Reputation
Trust & Will says it has helped hundreds of thousands of families create estate plans. The company also says more than 20,000 financial advisors and firms work with its platform, and its site highlights B Corporation status, SOC 2 certification, and Better Business Bureau accreditation.