Redeem your complimentary Estate Plan
Leaving your legacy is the greatest gift you can give to those you care about most.
Incorporate charitable giving in your Estate Plan and give back to the organization you care about most.
Leaving a donation can ensure your legacy lives on. Your generous gift will serve to benefit the organization of your choosing and their efforts to make our world a better place. Even if you already regularly donate to your preferred nonprofit throughout your lifetime, you can make a lasting impact by including them in your Estate Plan through a Planned Gift.
Trust & Will makes it easier than ever to leave donations with Estate Plans that include a section specifically for charitable giving in our online Will and Trust documents.
Get the plan that's right for you, for free.
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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.
How it Works
It's the smart, modern way for donors to create and manage their Estate Plans.
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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.
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Instantly download or ship your documents.
Instantly download your documents or receive one complimentary shipment of your Estate Plan.
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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.
We’re proud to be a category leader in estate planning on Trustpilot. Don’t take our word for it, check out what our members have to say about us.
“They seem like good folks. I did an intro call with Abby and it turned out I didn’t need probate since my dad’s estate was all wrapped up in a well-formed trust. She answered a bunch of questions I had and that was it.”
“I was so afraid of probate court I was going to just throw my hands up and walk away because I was out of state and everything seemed to complicated and expensive to get a lawyer, but I’m so glad I trusted them. They did everything. I never had to leave the house.”
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.
Trust & Will is available:
• Monday-Friday 7am-5pm PT
• Saturday 7am-2pm PT
Get 1 year of unlimited support from a licensed estate planning attorney.
Unlimited calls, ultimate support. Add 1 year of attorney support to your Estate Plan for just $300.
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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 ahead of whatever life has ahead.
It's your life. You should decide how your affairs will be handled, not the courts. It's easy to put off what doesn't feel urgent. But creating a complete Estate Plan with Trust & Will is simple, secure, and will give you peace of mind.
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 and standing by to help.
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 estate plan does, too. With an up-to-date estate plan, your clients won’t have to rely on paying high hourly fees to make updates to their 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 your clients (and their 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 your clients share their documents through Trust & Will, their loved ones will have access to the latest and most up-to-date version of their estate plan. Maintaining an up-to-date membership ensures their loved ones stay up to date, too.
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.
