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

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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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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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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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Marcus D Owens
GB

Great experience Great experience. Trust & Will guides you through the process and provide all the correct forms. Would highly recommend.

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KC
GB

Easy online will and estate planning I really hate doing paper work, but I know I have to write a will sooner rather than later so I decided to give it a try this company “trust & will”. It was a great experience! It was so much easier than I ever imagined doing it on line by myself. Easy to go back to edit which is so important! Also if you have a question, someone will get back to you quickly. And price is so reasonable. You’ll be so happy when you finish it. That’s exactly how I feel! Weight off my shoulders! I highly recommend this online will company!

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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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