Estate Planning Services
Curated services for every step of your journey.
Expert, Trust & Will-backed services to protect your family, simplify legal tasks, and give you confidence at every stage of estate planning.
All Services
Everything you need, all in one place.
From trust funding to custom plans, our curated services are here whenever you need them.
Deed Transfer
Easily transfer real estate into your trust or update property ownership—without a lawyer visit. Handled securely and compliantly.
✓ All 50 states supported
✓ Professionally prepared & recorded
✓ Typically completes in 2-4 weeks
Notary Services
Get your estate planning documents properly notarized without stepping outside. Our partner can even bring along professional witnesses if needed.
✓ Skip the hassle
✓ Notary and witnesses come to you
✓ Satisfy state requirements
Probate
Navigating probate doesn't have to be overwhelming. Our network of probate specialists simplifies the process and keeps costs clear.
✓ Free consultation to start
✓ Get matched with a specialist
✓ Transparent, flat-fee options available
Attorney Support
Connect with an estate planning attorney in our network for 1-on-1 legal guidance and document review.
✓ Get access to a live attorney
✓ Document review + Q&A sessions
✓ Get guidance on complex matters
Successor Trustee
Managing and administering a trust is complex. We take care of it so your loved ones don't have to.
✓ Choose Trust & Will as your trustee
✓ Let the experts carry out your wishes
✓ Help preserve the peace for loved ones
Custom Estate Plans
Got unique circumstances or complex needs? Let our attorneys craft a fully custom plan, tailored to you.
✓ Dedicated attorney assigned to you
✓ Fully bespoke documents
✓ Ongoing support & updates included
Why Trust & Will Services?
Every service on this page is vetted, branded, and backed by Trust & Will's commitment to accessible estate planning.
Vetted & Curated
Every provider is carefully evaluated before joining our platform — so you only see the best.
Seamlessly Integrated
Services connect directly to your Trust & Will plan — no juggling multiple logins or accounts.
Transparent Pricing
Clear, upfront costs — no surprise fees or hourly billing you can't predict.
Expert Guidance
From licensed attorneys to certified notaries, you'll work with real professionals, every time.
Not sure where to start?
We've got you! Start creating your estate plan, and we'll inform you of service options along the way. You can also chat with our support team and we'll point you in the right direction.
Dedicated Support
Do you have questions about your plan?
Don’t rely on googling or guesswork. Our support team has your back and will make the process easy. Whether we’re in the office or not, we always respond as soon as possible.
Talk to our support team:
Monday to Friday, 7am-5pm PT
