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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Lisa
US

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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Michelle Denise Payton-Kenner
US

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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JEROME
US

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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Sandra Littlefield
US

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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Brad S Delaware
US

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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