Last updated Jun. 29, 2024 by Peter Jakes
Trust & Will Review 2023
Trust & Will is a modern, user-friendly online platform that offers affordable estate planning services. Catering to individuals, couples, and families, Trust & Will provides a range of documents like wills, trusts, and guardianship forms. With the importance of estate planning being more recognized now than ever, Trust & Will stands out as a highly accessible and affordable option for those looking to secure their future and legacy.
Overview of Trust & Will
Founded in 2017, Trust & Will has rapidly grown to become one of the most trusted names in online legal document services. The platform was created to demystify the estate planning process and make it accessible to everyone. It offers services that are intuitive, reliable, and easy to understand.
Key Features
- Simplified Process: Trust & Will guides users through the process of creating a will or trust step-by-step, ensuring that no critical details are overlooked.
- Legal Compliance: The platform ensures that all documents are legally binding and compliant with state-specific laws.
- Affordable: Compared to traditional estate planning services, Trust & Will is significantly more affordable.
- Customer Support: Users have access to customer support to assist them through the document preparation process.
- Regular Updates: Trust & Will regularly updates their documents to remain compliant with changing laws and regulations.
Getting Started
Using Trust & Will is straightforward. Users begin by choosing the type of document they need, such as a will, a trust, or a guardianship form. The platform then asks a series of questions to generate the necessary documents.
- Choose Your Package: Select the document package that best fits your needs.
- Create Your Documents: Follow the guided process to create your documents.
- Print & Sign: Once completed, print your documents and sign them according to your state’s legal requirements.
- Store Safely: Keep your documents in a safe place and inform your beneficiaries about their location.
Types of Documents Offered
Wills
A will is a legal document ensuring that your assets are distributed according to your wishes after your death. Trust & Will makes creating a will straightforward, guiding you through the process and ensuring you don’t miss any critical elements.
Trusts
Trust & Will offers different types of trusts, including living trusts, which can help bypass the often costly and lengthy probate process. Establishing a trust can provide more control over how and when your assets are distributed.
Guardianship
If you have children, a guardianship document is essential to ensure they are cared for by the person you choose. Trust & Will makes it simple to designate a guardian, providing peace of mind that your children will be looked after by someone you trust.
✓ Short Answer
Trust & Will provides an online platform offering simple, affordable estate planning documents such as wills, trusts, and guardianship forms. Established in 2017, it aims to make estate planning accessible and legally compliant with state laws.
Benefits of Using Trust & Will
- Ease of Use: The platform is designed with user experience in mind, making it accessible even for those who may not be tech-savvy.
- Cost-Effective: Compared to traditional estate planning services, Trust & Will provides a more budget-friendly option without sacrificing quality.
- Legal Validity: All documents are state-specific and legally binding, giving users peace of mind.
- Comprehensive Guides: Step-by-step guides simplify the complex process of creating legal documents.
- Security: Trust & Will uses bank-level encryption to protect your personal information.
Pricing
Trust & Will offers transparent pricing without hidden fees. Packages typically range from $39 to $699, depending on the complexity of the document and whether individual or family plans are needed.
- Wills: Starting at $89 for individuals and $159 for couples.
- Trusts: Starting at $399 for individuals and $499 for couples.
- Guardian Plans: Starting at $39.
Customer Reviews
Customer feedback for Trust & Will has been overwhelmingly positive, with users praising the platform for its user-friendly interface and efficiency. Testimonials highlight the simplicity and clarity of the process, as well as the affordability compared to traditional estate planning services.
- Ease of Use: A majority of users appreciated the intuitive design and clear instructions.
- Affordable: Many testimonials cite the reasonable cost as a major advantage.
- Customer Support: The availability and helpfulness of customer support received frequent mention.
Areas for Improvement
While Trust & Will is highly regarded, there is always room for improvement:
- Complex Estates: For those with very complex estates, consulting with a traditional estate planning attorney might still be necessary.
- Additional Features: Some users have requested additional customization options and features.
FAQs
Is Trust & Will legally binding?
Yes, all documents created through Trust & Will are legally binding and compliant with state-specific laws.
What if I have a complex estate?
For complex estates, it may be beneficial to consult with a traditional estate planning attorney. Trust & Will is best suited for individuals with straightforward needs.
How secure is Trust & Will?
Trust & Will uses bank-level encryption to ensure that all your personal information is securely stored.
Can I update my documents?
Yes, you can update your documents as life circumstances change. Trust & Will offers options for making necessary modifications.
How much does it cost?
Pricing varies depending on the type of document and whether you opt for an individual or family plan. Wills start at $89, trusts start at $399, and guardian plans start at $39.
Do I need a lawyer to use Trust & Will?
No, Trust & Will is designed to be a do-it-yourself platform, although consulting with a lawyer for complex situations is recommended.
Conclusion
Trust & Will offers a robust, user-friendly, and affordable solution for those looking to tackle estate planning in 2023. With the increasing importance of securing one’s estate, the platform is a valuable tool for ensuring that your wishes are honored without the prohibitive costs traditionally associated with estate planning. Whether you need a will, trust, or guardianship document, Trust & Will provides the resources and support necessary to complete the process efficiently and effectively.
