Trust & Will Review

Trust & Will is an online legal form service specializing in, you guessed it, trusts and wills. The company keeps things simple and only offers trusts & wills. Its questionnaire-based format makes the process of creating a will and/or trust quick and easy. Below is a detailed Will & Trust review, including an analysis of reviews from real Will & Trust customers. Compare Trust & Will to the top 5 will and trust providers before you buy.

Trust & Will plans start at $159, and go up to $599. Here is an overview of the packages offered:

Will Package ($159): This price includes a Last Will & Testament,  HIPAA Authorization, Living Will and a Power of Attorney.   For an additional $100, you can get a 2nd Will package for your spouse.

Trust Package ($599): This plan allows you to set up a customized, state-specific trust. The Trust-Based Estate Plan includes a Revokable Living Trust, Schedule of Assets, Pour Over Will, HIPPA Authorization, Living Will, and Power of Attorney. For $100 more you can add a Trust Package for your spouse too.

Additional Subscriptions. To get unlimited updates, you can pay for an Update Service Subscription for $19 per year for Will members or $39 per year for Trust members.

At TrustAndWill.com, you can appoint a legal guardian in less than five minutes, create a will in less than 10 minutes, and create a living trust online in less than 15 minutes. You may download a PDF copy of your will immediately after creating it. A complimentary hard copy is included with Wills and Trusts, and will be mailed to you on request. Upon receiving your mailed copy, or printing a copy from the PDF, your documents must be notarized.

Trust & Will is known for its low prices, simple product offering, easy-to-use will creation process, and timely, free shipping. The company prides itself on making estate planning easy.

Editing is included at no additional cost, for the first year after your purchase. If you need to make changes in the future, you can do so for $12, which covers another full year of updates. If you edit your will or trust, you will need to have the updated document notarized.

Trust & Will’s Learn Center includes articles about trusts, wills, estate planning, end of life planning, and Trust & Will culture. These articles help customers learn more about the types of estate planning documents they might need, helping them choose the best products for their individual situation.

Trust & Will’s Will package includes Last Will & Testament, HIPAA Authorization, Living Will and Power of Attorney documents. The Trust-Based Estate Plan includes a Revokable Living Trust, Schedule of Assets, Pour Over Will, HIPPA Authorization, Living Will, and Power of Attorney.

Some estate planning services only offer free changes for six months—or they may not provide free editing capabilities at all. Trust & Will offers free changes for a full year.

You may request a complimentary hard copy of your will, sent via USPS.

Trust & Will provides an email address for customers to contact the company with questions. The website also features a pop-up chat window. The company’s office hours are from 8:00 a.m. – 5:00 p.m. PST, Monday – Friday and 9:00 a.m. – 1:00 p.m. PST Sunday.

However, there is no phone number listed in the contact information, and we could not find the Trust & Will phone number on the company’s website. Chat and email usually work well for online legal form services, but it is nice to have the option to call and speak to a live person.

We were able to find a phone number for Trust & Will on the Better Business Bureau website. The number was listed as 619-900-2039.

All of your documents are built by an experienced legal team, but Trust & Will is not a law firm and does not provide legal advice.

Trust & Will enjoys mostly positive reviews, with a high 4.9 rating on Trustpilot.com, and an A-rating on the Better Business Bureau. We did find a few negative Trust & Will reviews. Customers complained of additional costs to get their documents notarized (a state legal requirement that is outside of Trust & Will’s control). A few customers said they never received their mailed documents. The company replied to every negative review and offered to provide assistance resolving each issue.

If you aren’t satisfied with your completed document, you can request a full refund within 30 days of your purchase.

According to the Better Business Bureau listing for Trust & Will, the company was started on January 8, 2018.

Trust & Will protects Sensitive Personal Information by transmitting it via Secure Socket Layer (SSL) technology. Access to your Trust & Will account requires a username and password. Personal information is not shared or sold, except as outlined in the company’s privacy policy. Trust & Will uses cookies and beacons to capture certain information, and may use this information to send you offers from the company or its third parties and affiliates.

Trust & Will enjoys a high 4.9 rating on Trustpilot.com, based on 1,123 reviews, at the time of this Trust & Will Review writing.

The company holds an A-rating on the Better Business Bureau, with five stars, five reviews, and one complaint.

Positive Trust & Will reviews praise the company’s customer service, with many reviewers mentioning specific representatives by name. Reviewers said the process was easy and fast, the price was affordable, and their documents were satisfactory.

We did find a few negative Trust & Will reviews. Customers complained of additional costs to get their documents notarized (a state legal requirement that is outside of Trust & Will’s control), and customer service agents who were rude on live chat. A few customers said they never received their mailed documents. The company replied to every negative review and offered to provide assistance resolving each issue.

Trust & Will is inexpensive and easy to use, and has a strong reputation, with mostly positive reviews.