Estate planning
Trust & Will
Trust & Will is an online estate planning service for individuals and families. A guided questionnaire produces state-specific documents that the company says are designed and approved by estate planning attorneys, and the plan can be edited and stored online afterwards.
Two self-serve plans cover most buyers. The Will Plan includes a last will and testament, HIPAA authorization, advance healthcare directive and power of attorney. The Trust Plan adds a revocable living trust, a schedule of assets, a pour-over will, a certification of trust and a trust funding guide. Documents still have to be signed and notarized to be binding, and the platform points to its own witness and notary requirements material for each state.
A set of add-on services surrounds the documents: attorney support for one-to-one guidance and document review, a matched attorney for fully custom plans, a deed service that transfers real estate into a trust in all 50 states with professional preparation and recording and a typical two to four week turnaround, mobile notary with witnesses, probate specialist matching, and trust administration with Trust & Will acting as trustee. The company says it has helped hundreds of thousands of families and that more than 20,000 financial advisors and firms use its advisor platform, and it also sells to nonprofits and attorneys.
The pricing is flat: $199 and up for a Will Plan, $499 and up for a Trust Plan. Trust & Will routes several situations away from the self-serve product and into its attorney network at no cost to match: a child with special needs, estates over $15 million, a business with three or more employees, and blended families with complex dynamics. Owners holding property through multiple entities or in several states should expect to land in that group.
Best for
Owners with straightforward holdings who want a will or revocable trust at a flat price, with optional attorney review. Trust & Will itself routes special needs planning, estates over $15 million, businesses with three or more employees and complex blended families to an attorney.
What they do
- Online will plans
- Revocable living trust plans
- Advance healthcare directives and powers of attorney
- Real estate deed transfer into a trust
- Attorney support and document review
- Attorney-matched custom estate plans
- Mobile notary and witness service
- Probate specialist matching
- Trust administration and trustee services
Details
| Attribute | Value |
|---|---|
| How they charge | Flat-fee plans: Will Plan from $199 and Trust Plan from $499; add-on services and attorney engagements are priced separately. |
What stands out
- Will Plans start at $199 and Trust Plans at $499.
- Says it has helped hundreds of thousands of families create an estate plan.
- More than 20,000 financial advisors and firms use its advisor platform.
- Deed transfers into a trust are supported in all 50 states and typically complete in two to four weeks.
Common questions
- What documents come with the Will Plan?
- A last will and testament, a HIPAA authorization, an advance healthcare directive (living will) and a power of attorney, customised to the client's state.
- What documents come with the Trust Plan?
- A revocable living trust, a schedule of assets, a pour-over will, a certification of trust and a trust funding guide, plus the HIPAA authorization, advance healthcare directive and power of attorney included in the Will Plan.
- How long does it take to create a plan?
- Trust & Will says some people finish in as little as 30 minutes, and answers are saved as you go so a plan can be completed across several sittings. Documents must then be signed and notarized to be legally binding.
- When is the self-serve product not enough?
- Trust & Will directs clients with a special needs child, estates over $15 million, a business with three or more employees, or complex blended-family dynamics to a pre-screened attorney. Matching is free.