Estate planning made easy.

Your Financial Advisor wants you to have a brighter future and a lasting legacy. Receive an exclusive discount off of the Estate Plan that’s right for you.

Make sure your loved ones are covered.

  • Trust

    Trust

    Avoid probate by creating a complete Trust-Based Estate Plan for the protection and transfer of your most important assets.

  • Will

    Will

    A plan for who will look after your children, what should happen to your assets and how you’d like to be cared for, when you need it.

  • Guardian

    Guardian

    Make sure your kids are looked after by someone you know and trust, in case something happens to you.

Not sure where to start? We can help.

Answer a few simple questions to find out which plan is right for your unique life situation.

Take the Quiz
HOW IT WORKS

Take it one question at a time.

We’ll walk you through everything you need to do one question at a time. Our expert team is standing by to ensure that you create a perfect, customized Estate Plan to meet your needs. Most people complete everything in about 15 minutes.

A complete plan for what matters most.

It’s your life. You should decide how your affairs will be handled, not the courts. Creating a complete Estate Plan with Trust & Will means your children, pets, assets, future, and legacy will be handled the way you want.

Fast, secure, and easy to use.

Complete and customize an attorney designed Estate Plan in about 15 minutes. All of your information is kept safe and secure using bank-level encryption. If you have questions along the way, our team of customer support experts are standing to help.

HOW IT WORKS

It’s the smart, modern way to create & manage your Estate Plan.

  • 1

    Answer a few simple questions.

    Create your Estate Plan by deciding what's right for you & your family with all options customized to your specific needs.

  • 2

    Instantly download or ship your documents.

    Instantly download your documents or request a complimentary shipment - included with your initial purchase.

  • 3

    Sign & notarize at your convenience.

    Finalize your documents and make them legally binding with your signature and a notary.

The most trusted name in online estate planning.

We’re proud to be the category leader in estate planning on Trustpilot. Don’t take our word for it, check out what our members have to say about us.

Life changes, so should your Estate Plan.

Your Estate Plan is something you should have direct access to and be able to update anytime. It shouldn’t require an appointment and a high hourly rate to make updates. Get unlimited access and updates with our Unlimited Update Service.

First Year Included, Starting at $12/year thereafter

  • Unlimited access & updates to your documents

    Unlimited access & updates to your documents

    As life changes make sure your plan does, too. With Trust & Will’s Unlimited Update Service you won’t have to rely on paying high hourly fees to make updates to your documents, no matter how simple or complex. It’s all included.

  • Stay ahead of estate planning & tax law considerations

    Stay ahead of estate planning & tax law considerations

    Our expert team is constantly tracking and monitoring changes to estate planning law and subsequent tax implications, keep you (and your documents) up to date every step of the way.

  • Ensure your loved ones stay up-to-date on your wishes

    Ensure your loved ones stay up-to-date on your wishes

    When you share your documents through Trust & Will, your loved ones will have access to the latest and most up-to-date version of your Estate Plan. Maintaining your Unlimited Update Service ensures your loved ones stay up to date, too.

Your dedicated support team.

Questions about your plan? Don’t rely on googling or guesswork - your support team is on the case. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.

We’re available:

  • Monday-Friday 8am-5pm PT
  • Saturday 9am-1pm PT
  • Sunday 7am-2pm PT

1 year of unlimited support from a licensed estate planning attorney.

For just $200, your clients can add 1 year of attorney support to their Estate Plan. Unlimited calls, ultimate support.

Currently available in a limited number of states. Sign in to check availability and learn more.

Learn More
  • Line-by-line Document Review

    Review your decisions, inputs, and details and discuss any consequences or questions you have.

  • Support & Guidance

    Step-by-step instructions and legal advice to ensure you’re on the right track.

  • Legal Estate Planning & Tax Law Advice

    Answer and advise on what is best for your unique situation year-round.

How much does an Estate Plan cost?
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How long does the process take?
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What is the difference between Trust, Will, & Guardian?
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Do my documents need to be notarized?
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How do I make updates to my documents?
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Can I change my mind about the Plan I want?
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Get started today.

Your documents will be shipped straight to your door, for free.