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Even though the company was only founded in 2017, Trust & Will is quickly becoming one of the leading digital estate planning companies in the United States. The company makes estate planning affordable by offering relatively inexpensive documents developed by experienced attorneys. Their documents take into account all the specifics of state and federal laws. This company places a significant emphasis on security, using bank-grade encryption and SOC2 security standards to protect user data. So, is Trust & Will trusted? Keep reading this Trust & Will review to find out.
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?
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. 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 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. 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.
Package 1 Will-based estate plan
Package 2 Trust plan
Last will and testament
Medical Power of Attorney
Financial Power of Attorney
Guardianship of Children
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.
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.
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
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 one of the best online will-maker choices 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 & Will also offers spouse discounts and unlimited revisions, making it an attractive choice for many.
Is Trust & Will legit? Even though this company hasn’t been around for too long, Trust and Will has already proven its dedication to its customers and its ability to provide excellent service. The company has dozens of positive reviews of 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 of the online estate planning market. If you’re comfortable making a will without attorney support, we suggest considering this will maker.