Estate planning starts here.
Welcome to Trust & Will! Thanks to your financial advisor, you will receive a discount on your estate plan at checkout. Together, we will help you meet your estate planning goals and leave your legacy.
Make sure your loved ones are covered.
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Trust
Avoid probate by creating a complete Trust-Based Estate Plan for the protection and transfer of your most important assets.
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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.
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.
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 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, & update 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 of your Estate Plan - included with your initial purchase.
- 3
Sign & notarize at your convenience.
In order for your documents to be legally binding, they must be signed and notarized. Don’t worry, we can help.
The most trusted name in online estate planning.
Don't just take our word for it. Hear from our valued members about how creating an Estate Plan made a difference in their lives. Read testimonials here and on Trustpilot.
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 $19/YEAR THEREAFTER
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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.
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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.
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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 7am-5pm PT
Get one year of unlimited support from a licensed estate planning attorney.
Unlimited calls, ultimate support. Add one year of attorney support to your estate plan for just $299.
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Line-by-line document review
Review your decisions, inputs, and details and discuss any consequences or questions you have.![Blue background with waving hand]()
Support and guidance
Step-by-step instructions and legal advice to ensure you’re on the right track.![Blue background chat bubbles]()
Legal estate planning and tax law advice
Answer and advise on what is best for your unique situation year-round.
Get started today.
Your documents will be shipped straight to your door, for free.
Get started today.
Your documents will be shipped straight to your door, for free.
