Trust & Will

8605 Santa Monica Blvd #40156, 90069, West Hollywood, United States
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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

0.00%

1

10.00%
About Trust & Will

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is a certified B Corporation and is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy.

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Brad S Delaware
GB

Guided creation of a valid will. They guide you through the usual sections of a will / estate plan, give you an idea of the options for each section, and let you accept or customize for yourself (and/or your spouse if you are creating both at once). Read through the doc carefully when they finish the guided creation process...I did go back in to the questions and revise answers once or twice when I read the finished document. It includes directions on next steps, etc.

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Mardell
GB

Great option for those that want to save money The price is right! You need to do all the work gathering documents and entering them. That said, the attorney will make you gather all documents and accounts too. The difference is $$$'s and the person/people that are the trustee's will do all the work with your directive paperwork documentation of how to do it. The attorney will charge you $$$'s up front and then charge the estate/trust $$$'s to handle everything you can put into writing for the trustee/s. This allows the trustees to get 100% rather than 70% of the estate/trust POD. Worth it to me as I don't mind doing the work that I would have to do anyway... ! Plus, the staff at T&W are super helpful.

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GLENN CAMACHO
GB

The process was simple and… The process was simple and straightforward and my will was developed by answering questions and then having it notarized. The process and cost significantly exceeded my expectations. I had been procrastinating for years, dreading the daunting task of meeting with lawyers to develop my Will. Trust & Will has been a savior.

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Eva Langley
GB

We completed our wills with Trust and… We completed our wills with Trust and Will and are completely satisfied. The price and was was perfect. We highly recommend this service to everyone

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James Gilchrist Shirley III
GB

My sister My sister, a former tech savvy road warrior, was named Executor. She was never able to gain access to view my Estate Plan. After a couple of attempts to resolve the issue with assistance of the Support Department, Trust and Will stopped communicating.

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