You’re Not Doing This Alone: Every Way Trust & Will Supports You

One of the biggest reasons people hesitate to create an estate plan online is the fear of being on their own. They worry that if they hit a confusing question, run into something they don’t understand, or have a situation that feels too complex, there won’t be anyone to help.

We hear it all the time: "I’d be more comfortable working with someone." And we get it. Estate planning is personal, it’s important, and it’s not something you do every day.

That’s why creating your plan with Trust & Will doesn’t mean doing it alone. Here’s every way we support you, from start to finish.

A Guided Experience That Walks You Through It

You don’t start with a blank page. Our platform asks you a series of straightforward questions and builds your documents based on your answers. Each question is designed to guide you through the key decisions in your estate plan, like who you want to name as beneficiaries, who should serve as trustee or executor, and what your healthcare preferences are.

You don’t need to know legal terminology. You don’t need account numbers or Social Security numbers. You just need your full legal name, your birthday, and some time to think through your choices.

Your progress saves automatically, so you can step away and come back whenever you’re ready.

Help Center: Search Articles, Best Practices, and Solutions for Your Estate Planning Needs

We encourage you to visit our Help Center that provides robust answers and guides to common questions and circumstances. In addition to these guides, we have a powerful chatbot that can be accessed by clicking on the chat icon found on the bottom right-hand corner of any Help Center page.

Member Support: Real People, Available When You Need Them

Our member support team is US-based and available six days a week, including evenings and weekends. 

They can help with:

• Questions about the questionnaire or what a specific section is asking

• Technical issues like login problems, saving errors, or discount codes not applying

• Understanding the difference between a Will Plan and a Trust Plan

• Guidance on next steps after your documents are created, like signing, notarizing, and trust funding

• General questions about your account, billing, or document access

When you contact support, you’ll be connected with a real person who can help you through whatever you’re facing. You can contact a member of our support team by emailing support@trustandwill.com, live chat or by submitting a request here.

Estate Assistant: Instant Answers While You Work

Estate Assistant is a generative AI chat tool that lives inside your member dashboard. If you have a quick question while you’re going through the questionnaire, our Estate Assistant can help. It’s built into the platform and can answer common questions about estate planning concepts, explain what specific sections of your plan mean, and help you understand your options.

Think of it as a knowledgeable resource that’s available instantly, anytime you need a quick answer without leaving the page. Log in to your account to access your Estate Assistant. 

Attorney Support: A Licensed Attorney in Your Corner

For situations that call for personalized legal advice, Attorney Support connects you with a licensed estate planning attorney in your state.

For a flat fee of $299, you get a full year of 30-minute phone consultations. Your attorney can:

• Review your completed documents line by line so you sign with confidence

• Advise on trust funding, business transfers, and retitling assets

• Explain potential tax consequences and future liabilities

• Help navigate planning for blended families, couples, and parents

• Provide ongoing estate planning advice as your situation evolves

Attorney Support is optional and currently available in 43 states. It’s not required to create your plan, but it’s a powerful add-on if your situation has complexity or if you simply want the confidence of a professional review.

Resources That Guide You Through Every Step

Beyond live support, we’ve built a library of resources to help you at every stage of the process:

• Before you start: Our free quiz helps you decide between a Will Plan and a Trust Plan. Our learn center has articles on everything from estate planning basics to specific topics like guardianship, beneficiary designations, and healthcare documents.

• While you’re creating your plan: The questionnaire itself includes helpful context for each section. If you want to think through the key decisions before you sit down, our guide on questions to ask yourself before creating your estate plan can help.

• After your documents are created: Our guide on how to sign, witness, and notarize your documents walks you through finalization. For Trust Plan members, our guide on how to fund a trust explains how to transfer different types of assets into your trust, step by step.

• If you need to transfer property: Our Deed Transfer Service can handle retitling your real estate into your trust, so you don’t have to navigate the process on your own.

The Comparison That Matters

When people say they’d rather work with an attorney, what they’re really saying is: "I want someone to help me." That’s a fair expectation, and it’s one we take seriously.

With Trust & Will, you get attorney-approved, state-specific documents, a guided experience, live human support, and optional access to a licensed attorney - for a fraction of what a traditional attorney engagement costs. For a closer look at how the options compare, read our comparison of Trust & Will vs. hiring an attorney.

Start With Confidence

You don’t have to know everything about estate planning to create a great plan. You just have to show up, and we’ll guide you through the rest.

Take our free quiz to find the right plan for your situation, or log in to pick up where you left off. And if you have a question at any point, we’re here.

Trust & Will makes estate planning simple so you can create a customized, state-specific plan from the comfort of your own home. Take our free quiz to discover which estate plan best fits your needs today, to secure your family’s future.

Is there a question here we didn’t answer? Browse more topics in our learn center, visit our Frequently Asked Questions (FAQ) page, or chat with our member support!

Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.