Trust and Will Review 2022Even 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.
Value for Money:
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?
|Registered in||San Diego, CA|
|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 email@example.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|
|Medical Power of Attorney|
|Financial Power of Attorney|
|Guardianship of Children||$39.00|
Trust & Will: Strengths
Trust & Will: Weaknesses
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|Payment structure||Flat fee|
|Guarantees||30-day money-back guarantee|
|States covered||All states|
|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.
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.
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.
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.
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.
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.
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
|Output format||PDF, mail|
Unique Functions Offered by Trust & WillBelow are some of the great functions offered by Trust & Will.
The Learn Center
Live Chat Feature
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.