undefined

2 minute read

Bundle Announces Partnership with Trust & Will

Customers gain an easy, cost-effective, and legally compliant way to have deeds created while simultaneously creating or changing a living trust. 

Bundle, the nation’s leading document preparation company, has announced the launch of a new partnership with Trust & Will, the premier online estate planning platform. The partnership will provide Trust & Will’s customers with an easy, cost-effective, and legally compliant way to have deeds created while simultaneously creating or changing a living trust. 

“Bundle is a one-stop-shop for customers to easily transfer their real property,” said Courtney Dec, Bundle’s General Counsel and COO. “We are always looking to partner with companies that complement our state of the art document preparation software. Trust & Will has established itself as the preeminent site for online estate planning and we are excited to grow this partnership.”

Bundle has a long history of providing legal documents to the title settlement industry. The legal document company is set apart by their ability to deliver solutions with remarkable customer service, straightforward pricing, and advanced technology-backed support that is unparalleled in the industry.

“Our mission is to make estate planning and settlement accessible for all,” said Cody Barbo, Trust & Will’s founder and CEO. “And giving our members an easier way to complete their trusts makes us one step closer to achieving our mission.”

Since 2017, online estate-planning company Trust & Will has helped more than 1,000,000 individuals on their legacy planning journeys. Trust & Will is an online service that offers modern estate planning solutions to help families create, edit, store, and share their trust or will legal documents.

The partnership between Bundle and Trust & Will will offer a range of services, including deed preparation and recording. Notary is also available at an additional fee. By partnering together, we are able to offer the services at an extremely low cost for families.

About Trust&Will

Trust & Will has simplified estate planning and settlement with attorney-approved, legally valid documents and processes that adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Beyond serving individual families, Trust & Will collaborates extensively with professionals, including financial advisors and major financial institutions, enhancing their client services through seamless integration of estate planning solutions. As the official estate planning benefit provider for AARP members and several other leading financial organizations, we are dedicated to empowering professionals and families alike to safeguard their legacies. To learn more, visit http://trustandwill.com .

About Bundle

Bundle, began in 2003 providing legal documents to the settlement industry. Attorney founded and operated, bundle prides itself on obtaining attorney-prepared documents for some of the nation’s largest Relocation Companies, Settlement Service Providers, Lenders, Title Insurance Companies, and Mortgage Brokers. Defined by an ability to deliver solutions with remarkable customer service, straightforward pricing and advanced technology-backed support, bundle offers expertise in over 3,000 recording districts nationwide. Learn more at www.bundletoday.com.