The Best Online Will Services of 2023

Trust & Will offers estate planning services, including wills, trusts and guardianship documents. It provides an unlimited subscription membership that allows edits and updates to documents created with their service free for the first year. As one of the best online will services, Trust & Will is a convenient option for anyone who prefers to write their will in the privacy of their home.

Its website is straightforward for creating simplistic estate planning documents to more detailed paperwork outlining specific handling of assets, health care and final arrangements.

Pros:

  • Has a promo code page with current deals including a $10 off coupon code as well as 25% off any plan for health care workers and free wills for teachers.
  • Offers one-time complimentary printing and shipping of documents, although customers still have the option of printing them themselves.
  • Provides a convenient messaging option where you can get clarification about services online from customer service representatives based within the U.S.
  • The starting cost of $199 for a will may seem a bit high, but it includes a HIPPA release form, a living will, and a power of attorney

Cons:

  • One free year of access and revision is included with a will purchase, but after that you must pay $19 per year.

Overview of Trust & Will

Trust & Will provides an easy-to-use website for creating estate planning documents, such as wills, trusts and guardianship plans. The platform was designed with advice, guidance and input by actual lawyers, but the company clarifies that it’s not a law firm. Trust & Will is Better Business Bureau accredited with an A+ rating and offers exceptional customer service and satisfaction guarantees.

Payment Structure

-Flat fee
-Optional membership 

Discounts or Trials

$10 discount code, discounts for health care workers and teachers

Costs

$199-$299

Revisions Available

1 year included and anytime after with paid membership

Refunds Offered

Yes, within the first 30 days*

How Much Does Trust & Will Cost?

The platform includes prices for individuals and couples and an unlimited update membership so you can edit your documents any time you need. The first year of unlimited update membership is free with the purchase of any estate plan.

Estate planning documents Trust & Will offer include trusts costing $499 for an individual and $599 for a couple. The unlimited update service membership for trusts is $39 a year. A will for one person is $199 and $299 for couples, and the update service costs $19 a year. Guardianship documents are $39 for an individual and $69 per couple, with the update service membership costing $12 a year. If a licensed estate planning attorney is requested, the fee for one year of support is $300. This service is available for trusts and wills but not for guardianships.

Full Review of Trust & Will’s Features

Trust & Will offers enhanced estate planning services at a much lower cost than hiring a lawyer. The will package, called a will-based estate plan, is more than a simple will. Trust & Will’s will plan provides state-specific guardianship of children, health care wishes and final arrangements.

The trust-based estate plan includes designated guardians for children, a list of assets and beneficiaries and instructions in case of a medical emergency. The trust-based estate plan offers more detailed instructions than the will, and the nomination of a guardian document assigns the person or people who will take care of minor children. The nomination of a guardian can be created separately from a will or trust.

Plan Offerings Benefits and Included Documents

The will-based estate plan includes these benefits and documents:

  • Designates who will handle your affairs
  • Assigns distribution of assets to specific people
  • Designates assets awarded as gifts such as money, property, etc.
  • Includes individuals who are excluded from receipt of any property or assets
  • Incorporates any special requests
  • Nominates guardians for children or pets
  • Grants access to medical records for designated health care agents
  • Outlines instructions for a medical emergency
  • Details final arrangements

Included Documents:

  • Last will and testament
  • HIPAA authorization
  • Living will
  • Power of attorney

The Trust-based Estate Plan Benefits and Documents Include:

  • Designates who will handle your affairs
  • Assigns distribution of assets to specific people
  • Designates assets awarded as gifts such as money, property, etc.
  • Includes individuals who are excluded from receipt of any property or assets
  • Incorporates any special requests
  • Nominates guardians for children or pets
  • Grants access to medical records for designated health care agents
  • Outlines instructions for a medical emergency
  • Details final arrangements
  • Adds conditions on asset distribution
  • Trust avoids probate court

Included Documents:

  • Last will and testament (pour-over will)
  • HIPAA authorization
  • Living will
  • Power of attorney
  • Revocable living trust
  • Schedule of assets
  • Certification of trust

The Nomination of Guardian Includes This Benefit and Document:

  • Trusted guardian is nominated for minor children
  • Nomination of guardian

Once all questions are answered for each plan on Trust & Will’s website, you can download and print the documents to check for accuracy, and any edits or changes are free for the first year after they are created. When you’re satisfied, the documents are printed and signed by you with the signature of two witnesses to make them legally binding. Trust & Will provides one complimentary copy of each document, printed, neatly organized and mailed to you at a chosen delivery address.

Discounts, Special Offers and Support

Trust & Will offers ongoing discounts and special offers, including discounts for first-time users. Health care workers, teachers and their spouses receive 25% off all customized estate plans. The support team at Trust & Will is ready to answer basic questions and help with using the website seven days a week with unlimited support. Questions can also be answered using the website’s chat support function 24/7. If you’re not happy with the service, you can ask for a refund within 30 days of purchasing any estate plan.

Although Trust & Will is not a legal firm, they offer an optional add-on to speak with licensed estate planning attorneys who will answer questions about your will and trust. The flat fee is $300 for one year of attorney support that includes unlimited support calls with a live, experienced, vetted estate planning attorney. Attorney support is only available in specified states.

Trust & Will Built-in Security Features

Users’ information is secure when they use Trust & Will’s website. All personal information is encrypted using bank-level security and SOC 2 certification, which is a voluntary standard for service companies. SOC 2 certification ensures user information is secure, confidential, private and protected. Service companies must pass strict protocols to receive this certification, and Trust & Will is one of few online will-makers with this rating.

Who Should Consider Trust & Will’s Online Estate Planning Services?

Homebound Seniors Who Are Not Comfortable with Technology

A homebound senior who may not be able to get to a lawyer’s office can easily create a simple will or a more complicated trust from their home computer. With the optional estate planning attorney support, they can start their will or trust and call to speak with an attorney while creating their documents. The calls are unlimited and provide one year of expert advice at a fixed fee. Real lawyers answer the calls, not computer chatbots or legal technicians.

Trust & Will’s website is designed with a simple interface, easy-to-read pages and clear navigation. If users encounter any problems or confusion, the support staff is a call away to help with any website questions.

Health Care Workers and Teachers

Health care workers and teachers who do not yet have a will or trust enjoy special discounts with Trust & Will. The platform supports the work of all health care personnel and educators with a 25% discount on all estate plans. Teachers included in this discount program are those working with K–12, higher education and additional classroom settings.

What Are People Saying About Trust & Will’s Online Estate Planning Services?

Most users who left a review raved about how Trust & Will’s website is organized, making it very simple to use and understand. Some people referred to the process as being very user-friendly and how it made a daunting task simple. Additional comments about Trust & Will praised excellent customer service and how pleasant it was to work with the support team.

Many users liked the ability to electronically share their estate planning documents with family and loved ones and were impressed Trust & Will uses high-level security measures to keep their information safe. Some reviews shared how it only took them 10 or 15 minutes to complete their will and found the price affordable for what they received.

FAQs


Are DIY Wills Legal?



DIY wills are legal as long as the creator and one witness sign them. People with a simple estate commonly create a DIY will. Click here for our full answer to this question.


Are Online Wills Reliable and Enforceable?



Online wills are reliable and enforceable as long as the will is created in compliance with federal and local state laws. Online estate planning services, such as Trust & Will, hire licensed estate attorneys to ensure all documents are correctly worded and legally binding. Click here for our full answer to this question.


What are the Most Important Things to Put in Your Will?



The most important things to put in your will include who you’ve chosen for your executor, a list of all assets and property, who the beneficiaries are, guardianship for any minor children in your care, a designated health care agent and final arrangements. Click here for our full answer to this question.


What is the Difference Between a Will and a Trust?



A will creates a plan for how a person wants their affairs dealt with and assets divided. A will also designates beneficiaries, guardianship of minor children and final arrangements. A trust is a fiduciary document, meaning there will be a trustee who can hold and manage the assets and enact the wishes of the trust holder. Click here for our full answer to this question.


Who Should I Choose as the Executor of My Will?



An executor of your will is the person or agency in charge of carrying out final wishes as per the will. The executor should be honest, organized, a person of good integrity and responsible. People often choose a family member, but the executor can be a trusted friend or agency and should be of the age where they will likely outlive you. Click here for our full answer to this question.