Trust & Will

Trust & Will is an online estate planning platform for creating a will or trust. A guided online questionnaire makes creating or updating the documents straightforward, and attorneys are available for one-on-one support when expert input is needed. The site offers three routes: a Will Plan that covers the basics, such as naming guardians for children, organising assets and stating medical preferences; a Trust Plan that helps loved ones avoid probate court by passing assets directly; and an attorney-led option for less common situations such as special needs, high net worth and blended families.

A quiz suggests the plan that fits a person's situation, and a comparison page lines up the options. The Trust Plan builds on the Will Plan with added protection for assets and family and control over how and when wealth transfers. The site notes that anyone with minor children needs a will to name legal guardians, and that a trust avoids a lengthy, expensive and stressful probate process. Trust & Will also serves professionals, offering platforms for financial advisors and firms, nonprofits that want donors to leave a gift when they set up a plan, and attorneys.

Pricing on the comparison page starts at $199 for the Will Plan and $499 for the Trust Plan, with an attorney-supported add-on and a membership listed at $49 a year that includes a secure Digital Vault and one free documents shipment per year. Support is available on weekdays. The service is available in English and Spanish.