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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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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JEROME
GB

keeping it … Trust and Will have made things simpler without having to get an attorney involved. I always wanted to get a trust to leave for my love ones without it having to be too expensive and sophisticated. Thank you for keeping it simple for me.

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Michelle Denise Payton-Kenner
GB

I personally think the cost was a… I personally think the cost was a little expense just based on the service! I had to complete a Trust for almost $650.00! A little pricey. I am still working on the document because I need some information from my retirement service. So I am still working on the document and have not reached the end yet. So I may have more thoughts on your service at the completion of the process.

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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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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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