Trust & Will is an online legal service that aims to make estate planning simple, affordable, and accessible.
When it comes to drafting a trust or will, most people are unsure of what they need. Trust & Will offers an extremely simple quiz that asks a few personal questions to help clients get started on their estate planning.
All of the company’s documents are built by an experienced legal team and clients can talk to an expert Monday–Friday from 9 a.m to 5 p.m if they need assistance.
Trust & Will understands that estate plans are different for every client. There is no one size fits all. That’s why the company offers three different options to help clients get a personalized plan that fits their unique life situation.
The Guardian Plan is an ideal option for clients who want to appoint a guardian for their children but aren’t ready or don’t want to draft a full estate plan.
At just $39, clients can appoint a guardian and then review, download, and sign a customized state-specific legal document.
Trust & Will clients can easily create a state-specific and legally valid will in as little as 10 minutes. The Will-Based Estate Plan includes the following documents:
The Will-Based Estate plan costs $69 and clients can include a plan for their spouse for $60 more.
The Trust-Based Estate Plan allows clients to avoid probate court and seamlessly pass assets to their beneficiaries. Clients can create a Living Trust in as little as 15 minutes and the plan includes all of the following documents:
The Trust-Based Estate Plan costs $399, but clients can include a trust for their spouse for $100 more.
Both the Will-Based and Trust-Based Estate Plans include complimentary shipping of the document(s), so clients can sign and notarize at their convenience.
Trust & Will understands that its clients’ situation may change over time; that’s why the company allows clients to access and edit their documents at any time.
Many people believe that drafting a will or trust is a time-consuming and while it can be, Trust & Will offers clients a simple “fill in the blank” form to speed up the process. Depending on which plan clients choose the entire process should only take about 5–15 minutes. Additionally, clients can revise and update their plan at any time.
All of Trust & Will’s documents are designed and vetted by attorneys with decades of estate planning experience. However, if a client is dissatisfied with the completed documents and contacts the company within 30 days of their purchase, the company will issue a full refund.
Trust & Will uses bank-level security to protect and encrypt all of its clients’ information. The company promises to never sell or share its clients’ information without their consent.
Clients who need legal advice for a specific problem or if a problem is too complex to be addressed by Trust & Will’s online services, the company encourages those clients to consult a licensed attorney in their area.
Nicole L San Diego, CA
1 year ago