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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Stephen Hanscome
GB

A gift to my family This online system proved to be more comprehensive and easy to understand than the lawyers I interviewed for my Will and Trust. I was extremely surprised to find such an extensive and inclusive program. It answers all the questions needed to complete a truly meaningful and effective document. I’m glad I made the choice to use this company. The cost is well worth the investment.

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Lou A Wilson
GB

Easy-to-use Easy to use and understand. Thank you for making this experience easy and painless.

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Charles Boyd
GB

We needed to update our documents We needed to update our wills, POA's and Healthcare POA's since our other ones were 12years old and had been done in a different state. After consulting a lawyer, who wanted at least 5 times what we had previously paid, we decided to try T&W and were very pleased! It was easy to fill out the questionnaires online and their price was much more more reasonable. I addition to electronic files, T&W mailed nicely printed documents to us to sign and notarize! Great job!

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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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Holly Margaret Rennhack
GB

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

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