Trust & Will is an online estate‑planning service. The service guides Americans through state‑specific wills, living trusts and advance directives, provides downloadable legal documents, and offers optional attorney or notary assistance for estate plans that may not require an in‑person appointment.
Overview
Key features
Build a Will
The will builder guides users through executor selection, beneficiary designations, guardianship for minors and distribution instructions in a series of steps. Completed wills are delivered as downloadable, print‑ready PDF files; guidance explains signing and witnessing requirements for valid execution and storage.
Create & Manage Trusts
Trust & Will generates documents for living trusts intended for probate avoidance and family succession. The platform provides funding guidance, trustee naming, and beneficiary schedules, plus secure digital storage. For complex scenarios, optional attorney review or notary services are available.
Plans & Products
Summary
Key facts
- Guided online document creation
- State‑specific legal formatting across the U.S.
- Upfront flat fees and optional attorney or notary services
- Downloadable, print‑ready documents and secure digital storage
Limitations and risks
- Not a substitute for ongoing full‑service legal representation
- Very complex estates or business succession often still need a local attorney