Trust & Will Review for 2026

People tend not to want to think about death. But the fact is, if something happened to you, your loved ones would have to deal with the aftermath - including your finances and property.

That’s why it’s so important to have a will in place. A will ensures that your wishes are carried out after you perish and that your loved ones are financially taken care of. This is where Trust & Will comes in.

Trust & Will Overview

Before we get into the nitty-gritty of this review, let’s start with a brief overview of the company. Trust & Will was founded in 2017 to make estate planning more straightforward and affordable.

The company is headquartered in San Diego, California, and has so far had more than a million clients across the United States.

The company has a team of dedicated estate planning attorneys who provide top-notch legal services per your request.

Trust & Will is an online service providing legal forms and information, not a law firm, though it also offers attorney support for an added fee in eligible states.

The process can take as little as 30 minutes, and you can make as many changes as you want during the initial post-purchase editing window; after that, ongoing edits are tied to membership or update options.

Getting Started

Our review found that the service designed to simplify estate planning really does let some users finish in as little as 30 minutes.

When you click on Get Started, you’ll be presented with a list of options. Select all that apply to you, and the site will recommend a service that best suits your needs. You can, of course, head directly to the trust or will plan pages, or use the quiz to find the right plan.

So, let’s delve deeper into each of the features to see how it all works.

Setting up a Trust-Based Estate Plan

People with complex estate planning needs may consider setting up a trust-based estate plan. Trusts are legal entities that can hold assets on your behalf and can be used for various purposes.

For example, you can use a trust to help your loved ones avoid probate, keep estate details more private, and set conditions for distributions.

It’s one of the most popular Trust & Will products. Creating a trust-based estate plan is simple.

It’s a guided online process where you’ll have to answer some questions and provide certain information, like choosing your beneficiaries and executors. You’ll also need to decide how your assets will be distributed after you die.

Trust plans include several important documents:

Revocable living trust: With a revocable living trust, you can make changes to the trust at any time. 

Schedule of assets: Every asset you hold and wish to include in the trust, with the ability to update the list as time passes.

Last will and testament (pour-over will): Any final wishes you’d like Trust & Will estate planning to include, with the option to go into further detail.

HIPAA authorization: Select and authorize people to access your health information.

A living will: Set up healthcare and medical guidance in case you no longer can make decisions.

Certification of trust: A document with a summary of your trust without key personal information.

Power of attorney: Assign someone to manage your personal, financial, and medical affairs if you are away or incapacitated.

After you’ve created your trust, you’ll need to transfer your assets into the trust. This can be done by transferring the ownership of your real estate properties, bank accounts, and investment accounts. Trust & Will also provides a trust funding guide as part of the trust plan.

Creating a Will

In addition to setting up a trust, you’ll also need to create a will. In a legal document known as a will, you can specify how you want your assets to be divided after you pass away.

The will creation process is similar to trust plans - provide information about yourself and your family members, deciding how you’d like your assets distributed after your passing.

Trust & Will documents included with your will are HIPAA, living will, and a document that gives your chosen agent power to manage your affairs in your absence.

After you’ve created your will, you’ll need to sign it and have it witnessed by two people. Once your will is signed and witnessed, it’s legally binding. We recommend getting your will notarized, too, as it makes it easier to administer.

Trust & Will says its wills can be made self-proving through notarization, and Louisiana requires notarization.

Nomination of a Guardian

People with minor children can nominate a guardian through a legally binding document. A guardian is someone who will take care of your children if you die before they turn 18.

Trust & Will now emphasizes guardian nominations as part of its will and trust plans, rather than prominently marketing a separate public-facing standalone guardian product on its main plan comparison pages.

First, you’ll need to provide basic information about the guardian, such as their name and relationship to you. You can also name guardians for pets in Trust & Will’s will and trust plans.

There are two types of guardianship: full guardianship and limited guardianship. Full guardianship gives the guardian all legal and physical custody of the child. In contrast, limited guardianship only gives the guardian certain rights, such as the right to make educational decisions on the child’s behalf.

After you’ve nominated a guardian, you’ll need to sign and date your estate planning documents. Keep in mind that a court still reviews and formally appoints guardianship based on the child’s best interests.

Pricing

Each of the products is priced separately. The base pricing for each service is for one person, but you can include your spouse in the document for a higher couples-plan price.

Here’s a quick pricing breakdown:

• Trust: $499 for an individual plan or $599 for a couples plan.
• Will: $199 for one person, or $299 for a couple; includes health care and final arrangement wishes.
• Nomination of a guardian: Trust & Will still offers guardian-related documentation, but current public pricing pages do not clearly list a standalone guardian plan the way this review previously described it.

Additional Services and Costs

There are additional fees beyond purchasing the desired documents. It no longer appears to operate under the same older annual-maintenance structure described in this review.

Trust & Will now offers a free Basic membership and a paid Essentials membership at $49/year. The Essentials membership includes an advanced AI assistant, one free document shipment per annual billing cycle, a digital safe/vault, plan strength scoring, and ongoing edits.

Payment plans are also available for will and trust plans, with four equal, interest-free payments mentioned on the trust page.

By using the online service, you can also gain access to help from an authorized attorney. Attorney Support costs an additional $299 and is available in selected US states, so check whether the service is available with Trust & Will. Trust & Will says Attorney Support lasts for one year from the date of purchase.

Refund Policy

If you’re not happy with the service for any reason, you can request a full refund within the first 30 days. Trust & Will says it reviews standard refund requests within seven business days. If you used services such as Attorney Support, concierge, notary, or deeds, it may withhold part of the purchase price to cover those services.

For individual Attorney Support purchased outside a Pro tier membership, you may request a full refund within 14 days if you did not create or attend an appointment. Active paid memberships are non-refundable.

Customer Service

As for the availability of customer support and contact methods, you can reach them via live chat, email, and phone, while the AI chatbot/helpbot is available 24/7.

The team is available Monday to Friday from 7:00 a.m. to 5:00 p.m. PST for live chat, while email support replies in about one to three business days. On the site, you’ll find a comprehensive FAQ section to resolve some of the most common issues that may arise.

Trust & Will’s main site also promotes “AI Support” and lists the phone number (833) 588-8283.

Final Verdict

From the account creation process, through document creation, all the way to support, Trust & Will presents a polished and modern estate-planning experience with clearly defined will and trust products.

While some services can run up a price, you can rest assured you’ll be getting high-quality and, most importantly, state-legal documents that are fully customized to your needs.

It’s also worth noting that the company now leans more heavily into ongoing membership features, AI-assisted tools, and its EstateOS platform than this review originally reflected.

A lawyer can cost you thousands of dollars. Paying just a fraction of that for a guided online estate-planning platform? Absolutely!

Just remember that Trust & Will is not a law firm, and attorney advice is an add-on rather than a standard part of every plan.