Trust & Will

8605 Santa Monica Blvd #40156, 90069, West Hollywood, United States
http://trustandwill.com
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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

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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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Aj
GB

Will development process was easy… The Will development process was easy to navigate. Online assistance was there to assist you and answer any questions you may have and give you legal guidance according to the law. I recommend Trust and Will to anyone on the fence on having a legal document (Will) in place for their Family.

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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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Lisa
GB

Highly recommend was happy with the way the documents… I was happy with the way the documents were organized and the availability of accessing help with specific questions. Initially, it was all so daunting to do this on my own but with the list of steps provided and many of my questions pre-emotive answered I was able to complete setting up my Trust and Pour Over will. It saved me thousands of dollars doing it this way versus hiring a private estate lawyer.

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Holly Margaret Rennhack
GB

Good experience Good experience! Everything was well explained and easy to follow. Good follow-up.

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Sandra Littlefield
GB

It was so easy to do.We had our family… It was so easy to do.We had our family here together and our Daughter-in-law took care of everything about all of our wishes with your Trust and Will..Had no idea it could be this easy with doing something that should be the most difficult decisions of ones life and you made it flawless...Thanks so much..We are currently getting it notarized tomorrow...You will definitely be someone we will encourage people to use...Sandy and Steve

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