Overview
Trust & Will provides a user-friendly platform for individuals and couples to create customized, state-specific estate planning documents like Wills and Trusts. It guides users through a series of questions to tailor the documents to their situation. The service aims to make estate planning accessible and affordable compared to traditional attorney fees. They offer different product tiers and may include options for attorney support and ongoing updates.
Use cases
Primary: Creating a legally valid Last Will and Testament or Revocable Living Trust online.
Other use cases:
- • Nominating guardians
- • Potentially other estate planning documents depending on offerings.
AI capabilities
- → Not explicitly mentioned as AI-driven.
- → Uses guided questionnaires and document generation logic.
Pros & Cons
Pros
- ✓ User-friendly and easy to understand process.
- ✓ State-specific and legally valid documents.
- ✓ More affordable than traditional attorneys.
- ✓ Offers both Wills and Trusts.
- ✓ Attorney support available.
- ✓ Good customer reviews often cited.
Cons
- ! May not be suitable for highly complex estates.
- ! Ongoing updates might require an annual membership fee after the first year.
Pricing
Model: One-time fee for document creation, optional annual membership for updates/support.
Pricing details: $199 (one-time fee for individual Will).
Integrations
- • Not specified in search results.
What sets it apart
- ★ Focus on user experience for estate planning
- ★ Combination of DIY tools with optional attorney support
- ★ Clear pricing tiers.
Compliance & security
Creates state-specific, legally valid documents.