Trust & Will is an all-inclusive will and estate planning software accessed from any web browser. This service will give you access to various tools necessary for effective estate planning. These are the Trust, Will, and Guardian plans, to be more exact. There are numerous subcategories under these; therefore, you must have ready access to the specific information you require. The Will plan is where you can make all these legal documents, including a conventional will, a living will, a HIPAA authorization, and a power of attorney.

Although the company's Trust and Guardian plans include less detail, writing the appropriate trust and guardianship paperwork for your situation is still rather simple. In addition, during the year, you can make as many changes to your papers as you like.

Trust & Will offers free document downloads and mailing services once you finish your paperwork. Next, have yourself and two witnesses sign the paperwork. They may also require notarization.

How Trust and Will Works

Select a membership tier first. You'll get state-specific legal forms drafted by licenced attorneys when you purchase.

The online creator at Trust & Wills is simple to use regardless of your degree of technical skill. The online editor features a straightforward layout that requires only the completion of a few form questions. Forms are automatically generated based on your answers, like tax preparation software.

Then, you can either receive your paperwork via free mail or save time by downloading it. To make a document legally binding in your state, you may need to have two witnesses present when you sign it and have it notarized.

Using an Attorney vs Creating a Trust or Will

Trust & Will is not a law practice, even though it employs lawyers to assist in drafting legal papers. This implies you should seek the advice of a legal professional or financial counsellor's advice before taking any estate planning actions. Trust & Will lets you collaborate with your adviser and share documents easily. It's crucial to realize that, except for a few select customization options, all its documents are constructed using standard language to cover a wide range of client scenarios.

Trust & Will has received positive client feedback thanks to its low prices and an extensive collection of estate planning documents. These will come in handy if you need a basic trust or will but can't afford an attorney.

If you'd want some extra reassurance, Trust & Will gives you one full year of access to an attorney who will review your paperwork and advise you if you'd like it. Currently, 11 states plus DC can take advantage of this service, which costs $200.

Customer Support

Trust & Will is an online resource that provides a library of how-to articles and manuals covering every aspect of estate preparation. Trust & Will's help desk is open from Monday through Friday, 8 a.m. to 5 p.m. PST, and on Saturday and Sunday, 9 a.m. to 1 p.m.

Plans for a Will, Trust, or Guardian do not include legal counsel, but clients can pay $200 for a year of unrestricted legal counsel. If you pay for this service, an attorney specialising in estate planning will analyze your paperwork, provide legal guidance, review applicable taxes, and more. However, you can independently contact an attorney and schedule a consultation.

Online Experience

The online experience at Trust & Will is fantastic. All of its features are conveniently accessible and available. Account setup, payment processing, and document editing are all done in the same browser window, so there's no need to download any other software. Since this service is quite new, it naturally features a sleek and contemporary user experience.

Trust & Will walks you through the step-by-step document-making process with clear and helpful instructions. Other useful information, such as the most popular response at each stage, is also displayed. Trust & Will simplifies the process even when dealing with complex topics like taxes, executor powers, and digital assets. As we've already mentioned, you can also talk to a representative from Trust & Will at no additional cost.

Trust & Will will email you a free copy of the questionnaire after you've finished filling it out. After that, you might need to see a notary or lawyer, but everything else can be done online.

Cost

You can pick from three different pricing tiers to best suit your budget. The annual fee for using Trust & Will's Guardian, Will, and Trust services ranges from $39 to $599. The Guardian plan does not include a will, so if you want to make a living will, power of attorney, or HIPAA authorization, you'll need to upgrade to the Will or Trust plan.

After paying, you can make as many changes as you like to your purchase for a year. However, you'll need to keep up with the annual service (at a steep discount) to keep papers up-to-date, revised, and stored.