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Trust & Will was founded in late 2017 by entrepreneurs Cody Barbo and Daniel Goldstein. Based in San Diego, Trust & Will is growing quickly and building up an online presence in the last couple of years, though they remain a small office with only 27 employees on LinkedIn with only $8 million in funding. But, in such a short space of time and run by two non-legal experts, is Trust & Will trusted? Check out this Trust & Will review.
Trust & Will was created to help Americans create estate plans online. The company provides access to fill-in forms and one of the best will maker sofware on the market to create estate planning documents. Trust & Will clearly state on their website that they are not a law firm, and they are not a substitute for a lawyer or a law firm. They are a team of designers and developers who want to help everyone have a legacy. However, the software was built with the input of lawyers.
Currently, Trust & Will offers three promotions. Promo code VIPFORLIFE will give you a $10 discount on your first purchase. Alternatively, you can get a 10% discount with a promo code EXCLUSIVE10. You will get the most value of it when you purhcase a Trust plan for the first time. For healthcare workers and their spouses, Trust & Will offers 25% off on any customized, state-specific, legally-valid Estate plan.
Credibility: Is Trust & Will legit?
San Diego, CA
Even though Trust & Will is a relatively young company, they are accredited by Better Business Bureau with an A+ rating and 5 stars out of 5. The customers claim that they had a great experience with customer support. The Trust & Will support team is available 7 days a week. You can schedule a call or email them at firstname.lastname@example.org. In case you are not completely satisfied with the service, you can request a refund within 30 days of your purchase.
Is Trust & Will safe? Is Trust & Will secure?
To make sure all your data are safe and secure, Trust & Will uses bank-level security to protect and encrypt your personal information. The company claims that they never sell or share your information without consent.
The state-specific trust covers “everything”, from a Revocable Living Trust to a Power of Attorney. You can get a 10% discount on your Trust with a promo code EXCLUSIVE10.
This product is essentially a smaller package of the same thing, only covering a Last Will & Testament, HIPAA Authorization, Living Will and Power of Attorney.
Customized nomination of Guardianship of Children under 18
In case you need legal advice, Trust and Will offers Attorney Support as as supplement to your plan.
Attorney support is currently available in a limited number of states.
Trust & Will: Strengths
Website – First and foremost, Trust & Will have a fantastic website. It’s clear and well designed, easily accessible and a visual joy to browse. From here, you’ll find it easy to find what you’re after.
Fast will creation – Most plans can be created in under half an hour. The website claims the Will alone can be completed in 10 minutes, and they’re right! Because the company is a fresh new startup with an eye on millennials, everything is efficiently designed and slick.
Ease-of-use – Filling out the information and answering the questions that’s required for will creation is exceedingly simple. It’s fool-proof and extremely clear in its instructions. It’s up there with one of the easiest will creation programs.
Low cost – Trust & Will is, unsurprisingly, a lot less than paying for meeting with an attorney. Compared to other online will makers, the price is perhaps somewhere in the middle, though many may come away thinking it’s uber-easy will creation software makes the price great value. Plus, adding documents for your spouse is at a discounted price.
Trust & Will: Weaknesses
Customer support – The live chat feature works well, but there’s no option for phone calls if you need some support. This is a huge issue for many customers who have Trust & Will complaints and would want to speak directly, verbally, to a customer support worker. Trust & Will reviews also indicate this is an issue.
Credibility – There’s nothing about Trust & Will to suggest you shouldn’t trust them (an A+ from Better Business Bureau), however this doesn’t mean the company has limited credibility. It’s only a couple of years old and neither co-founder is a legal expert. Some customers may feel more reassurance having their will created by a law firm as opposed to what feels like a tech startup.
Doesn’t serve complicated situations – Trust & Will, as described above, is not a law company. There are no attorneys you can speak with in customer support, and the legal will document creation is basic. If you have a complex estate or situation, then it’s worth opting for a will-maker that is a law firm.
Compare Trust & Will
In case you need legal help while creating your online documents, Trust & Will will be happy to offer you attorney advice for an additional fee. Similar to other big players on the market, like Rocket Lawyer, for example, they have attorneys in each state, so you can be sure you get advice that is in accordance with the current laws of your state. If something goes wrong, and you are not 100% satisfied with your purchase, you can get your money back within 30 days.
Trust & Will is one of, if not the best, will-making processes in terms of speed and ease-of-use. From the outset, the website provides clarity in its services, prices and even has a learning center where you can learn more about estate planning. Once you’re filling in the questionnaire that creates the will document(s), you’ll find that it’s over in a flash and that everything is neatly explained and laid out. As mentioned above, this is a service that isn’t for complex situations. The positive side of that is that it’s exceedingly simple for those with simple situations.
Unique Functions Offered by Trust & Will
Below are some of the great functions offered by Trust & Will.
The Learn Center
Trust & Will may not be a law firm, but they’ve clearly been hiring some writers that are experts in law. On their learn page, you can find posts, guides and tips on trusts, wills and other legal stuff. You can even take several quizzes to see if creating a will or trust is right for you specifically.
Paying for a will leaves you with unlimited access and editing ability over that document for a year. You can always extend it for an additional fee.
Live Chat Feature
Conducive to appease their young target audience, a live chat feature is available making customer support a relatively hassle-less affair. Whilst many customers will long for a phone call, many customers will prefer the live chat feature which not all online will-makers have.
In case you need a hard copy of your documents, you can request a complimentary shipping. Your documents will be printed, neatly organized and shipped in a premium package.
Can I ask for support while creating my documents?
Yes, you can ask for general customer support if you need help with software or for Attorney support if you need a piece of legal advice.
Are Trust & Will forms compliant with the laws?
Yes, all the legal forms were created by trusted lawyers. The company makes every effort to keep them updated and compliant with all applicable laws. However, Trust & Will cannot guarantee the accuracy and validity of the document that you create.
Is there a spousal discount?
Yes, your spouse receives a discount for all products and services on the Trust & Will website.
Can I make updates to my documents?
Yes. To make an update, you need to log into your account, make updates, and save them. You can download and print out your documents or request a shipment.
Is there a charge for an update?
The first year fee includes free unlimited updates. After that, it’s $19 a year to maintain your account with unlimited updates and support.
Bottom Line – is Trust & Will Legit?
Trust & Will is almost the perfect online will-maker for those wanting basic will creation. Sure, it’s limited, but if you compare online will makers, you will see that there’s no other company that makes it faster or easier for you, and the price remains fairly competitive. Factoring in its time-saving potential as well as spouse discounts and unlimited revisions, you’re getting a lot of value for the price.
Is Trust & Will legit? All in all, Trust & Will has its limitations in its customer support, infant track record, and not being a law firm, but there are many customers in which it serves their needs perfectly at an affordable price. Instead of endeavoring to accommodate everyone, Trust & Will leverages simplicity.