Trust and Will Review 2022

Even though the company was only founded in 2017, Trust & Will is quickly becoming one of the leading digital estate planning providers in the United States. The company makes estate planning easy and affordable by offering relatively inexpensive documents developed by experienced attorneys. Their documents take into account all the specifics of state and federal laws. Trust & Will also places a significant emphasis on security, using bank-grade encryption and SOC2 security standards to protect user data from unauthorized access. So, is Trust & Will trusted? Keep reading this Trust & Will review to find out.

Services:

  • Last will and testament
  • Living will
  • Living trust
  • Medical Power of Attorney
  • Financial Power of Attorney
  • + 1 more
  • Guardianship of Children

Availability map:

Available in Hawaii Available in Hawaii Available in Hawaii Available in Hawaii Available in Hawaii Available in New York Available in Vermont Available in New Hampshire Available in Maine Available in Massachusetts Available in Connecticut Available in Rhode Island Available in New Jersey Available in Connecticut Available in Maryland Available in Oregon Available in Washington Available in Idaho Available in Wyoming Available in Montana Available in North Dakota Available in South Dakota Available in Nebraska Available in Kansas Available in Oklahoma Available in Texas Available in Minnesota Available in Iowa Available in Wisconsin Available in Missouri Available in Arkansas Available in Louisiana Available in Mississippi Available in Alabama Available in Tennessee Available in Georgia Available in Florida Available in South Carolina Available in North Carolina Available in Illinois Available in Michigan Available in Indiana Available in Kentucky Available in Ohio Available in Virginia Available in Pennsylvania Available in West Virginia Available in Nevada Available in Alaska Available in Alaska Available in Arizona Available in New Mexico Available in Utah Available in Colorado Available in California

Value for Money:

Average
Overall rating94.3%
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50
Updated Aug 11, 2022
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Pros and cons

  • Specialized in estate planning
  • Unlimited updates for 1 year
  • Free mailing of printed will
  • Customized forms for each state
  • Quick will creation
  • No option for phone support

Editorial Notes

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 and 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?

Established in 2017
Registered in San Diego, CA
Google Rating
  • star-100
  • star-100
  • star-100
  • star-100
  • star-75
BBB grade A+ (Accredited)

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. Customers who left Trust&Will reviews online 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 support@trustandwill.com. 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. In addition to this, in September 2021, the company received prestigious SOC 2 certification, which proves its compliance with the highest-level security standards. To date, Trust & Will is the only online will-maker to have received this certification. Furthermore, the company states that they never sell or share your information without consent.

Trust & Will Services and Pricing

Trust & Will offers several estate planning packages. Their Will package costs $159 for a single person and $259 for a couple. This package includes a last will and testament, HIPAA authorization, living will, and power of attorney. The Trust package costs $599 for a single person and $699 for a couple, and includes all the documents from the Will package plus a revocable living trust, schedule of assets, trust funding guide, and certification of trust. You can also purchase a separate document to create a nomination of guardian for $39.

The table below contains prices for single-person packages. Couple packages will allow you to save a lot of money if both you and your spouse need to create estate plans.

Services one-doc Package 1 Will-based estate plan Package 2 Trust plan Subscription
Last will and testament
Living will
Living trust
Medical Power of Attorney
Financial Power of Attorney
Guardianship of Children $39.00
$159 $599

Trusts

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.

Wills

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.

Guardians

If you're not ready to create an estate plan and make a last will and testament yet but nonetheless want to make sure that someone is there to take care of your children if something happens, you can use Nomination of Guardian documents to appoint carers for your minor children.

Attorney Support

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 document packages – 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.
  • Excellent customer services – You can contact Trust & Will customer service agents 7 days a week even in the evenings to get answers to all of your questions. In addition to this, the company offers 24/7 live chat support.

Trust & Will: Weaknesses

  • Not the best choice for complex situations – While Trust & Will is a terrific solution for simple estates and straightforward family situations, the company might not be the best choice for people with more complex estate planning needs. Alternatively, even if you have a complicated situation, you can create your documents with Trust and Will and then consult an attorney to verify their accuracy.
  • Limited attorney support – Currently, the company offers attorney support services only in 7 states, although they have plans to expand this service in the future.

Compare Trust & Will

Payment structure Flat fee
Free trial No
Guarantees 30-day money-back guarantee
States covered All states
Attorney Support Yes
Attorney Cost $200 unlimited annual

Today, over a dozen companies offer online will-making services to people residing in the United States. All of these companies offer different documents and packages, have different prices, provide different features, and impose different policies. Thus, it can be extremely challenging for customers to understand which service is right for them. Therefore, we’ve singled out six factors that are likely to have the most influence over a potential customer’s decision and evaluated all companies according to these factors. You can see how Trust& Will compares to its competition below.

5-7 Docs 38.9% 1-4 Docs 38.9% 8+ Docs 22.2%
Number of documents offered by different will makers
Trust & Will offers 5 to 7 documents

Number of Documents Offered

Trust & Will solely provides estate planning services, so you won’t be able to get documents for other business and personal matters from them. The company offers six estate planning documents tailored to your specific needs and the laws of your state. These include a last will and testament, living will, living trust, medical power of attorney, financial power of attorney, and guardianship of children form.

Package or one-doc 22.2% Subscription only 33.3% Subscription or one-doc 27.8% Package only 11.1% One-doc only 5.6%
Payment structure offered by different will makers
Trust & Will offers package or one-doc payment options

Payment Structure

Trust & Will has two main estate planning packages customers can choose from. The will-based plan includes a last will and testament, living will, medical power of attorney, and financial power of attorney. The trust-based plan includes everything listed above along with a living trust. In addition to the two packages, users can also purchase a separate guardianship of children document. Trust & Will packages are an excellent solution for people who want to get all of their estate planning needs taken care of at one place and time. The company also offers packages for couples at a reduced price, which is relatively unique in the industry. But if you want to purchase basic estate planning documents separately, or get a long-term subscription to a legal document software, then Trust & Will is not the best fit for you.

Money-back guarantee 55.6% No guarantee 44.4%
Availability of money-back guarantees offered by different will makers
Trust & Will offers a money-back guarantee

Guarantees

Like many other estate-planning services, Trust & Will gives people who purchase its products a 30-day money-back guarantee. This means that if you don’t like the service you get from the company for any reason at all, you will be able to request a refund and get the money you paid back in full.

Yes 50% No 50%
Availability of attorney support offered by different will makers
Trust & Will offers attorney support

Attorney Support

Trust & Will offers attorney support to its clients, but this service is limited and only available at extra cost. At the moment, only residents of California, Michigan, New Jersey, New York, Ohio, Pennsylvania, and Texas are able to take advantage of this service. Customers living in these jurisdictions will need to pay an additional $200 per year to get access to professional legal support provided by the Trust & Will attorney network.

Limited-time 38.9% Unlimited 38.9% Until subscription ends 22.2%
Free document update period offered by different will makers
Trust & Will offers a limited-time free document update period

Free Document Update Period

Trust & Will provides a generous 1-year free update period for all its packages and documents. However, unlike most of its competitors, the company also allows customers to extend this period at a price much lower than the full package cost. You can extend the free document update period for $39 per year for the Trust Plan, $19 per year for the Will Plan, and $12 per year for the guardianship of children document.

No 83.3% Yes 16.7%
Phone app availability offered by different will makers
Trust & Will does not have a phone app

Phone App Availability

At the moment, Trust & Will does not have a smartphone app for users who want to use their service on a mobile device. However, the company has an up-to-date and user-friendly website, so you should not have any difficulties making documents with Trust & Will on your computer or laptop. Users will also be able to open the website and work on their documents in a smartphone browser.

Ease of Use

Instructions Yes
Output format PDF, mail
Turnaround Time Instant
PlatformWeb
Updates Limited-time
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.

Unlimited access

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.

Complimentary Shipping

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.

FAQ

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 one of the best online will-maker options for customers looking for basic will creation services. The company doesn’t offer as many services as some of its competitors, but if you compare online will makers, you will see that there’s no other company that makes creating an estate plan faster or easier. Trust and Will also offers spouse discounts and unlimited revisions, making it an attractive choice for people who are looking for a simple and affordable solution to their estate planning needs.

Is Trust & Will legit? Even though this company hasn’t been around for too long, it has already proven its dedication to its customers and its ability to provide excellent service. The company has dozens of positive reviews on Google. Plus, Trust & Will’s founders place an emphasis on customer service and data security. The company’s customer support agents work 7 days a week, so you can get help from a real person even on the weekends and holidays. All in all, Trust and Will is quickly becoming one of the leaders in the online estate planning market. If you’re comfortable making a will without attorney support or finding an independent attorney to answer your questions or check your will after you make it online, we suggest considering this will maker.

Ratings

Credibility
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50
Services
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50
Usability
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50
Features
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50

Total
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50
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