Trust & Will
Trust & Will is an online platform for creating or updating wills, trusts, and other estate planning documents.
What Trust & Will is
Trust & Will is an online platform for creating or updating wills, trusts, and other estate planning documents. Its Will Plan includes a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney. The Trust Plan adds a revocable living trust, pour-over will, schedule of assets, and certification of trust. A free option supports estate plan creation without ongoing membership; the Essentials membership is $49 per year, the Will Plan starts at $199, and the Trust Plan starts at $499. Optional Attorney Support costs $299 as a flat fee for one year of phone access to a licensed estate planning attorney, with some state exclusions. Members can review documents and track assets in the iOS and Android app, while editing and plan updates take place on the website. The company says plans are state-specific and must be signed and notarized after download or receipt to become legally binding. Trust & Will says it is not a law firm and does not provide legal advice; its forms are not a substitute for an attorney.
Good
- Free plan supports estate plan creation.
- Will and Trust plans include multiple documents.
- Mobile apps support document review and asset tracking.
- Optional one-year attorney phone access is available.
Watch out
- Documents require signing and notarization to be legally binding.
- Editing and plan updates are website-only.
- The service does not provide legal advice.
- Attorney Support is unavailable in some states.
Who it suits
Trust & Will may suit people who want to prepare estate planning documents online, including wills or trusts. Its app supports document review and asset tracking, while editing and plan changes are done on the website.
Verdict
Trust & Will offers online will and trust document plans, with optional attorney phone access and membership features. Its documents require signing and notarization, and the company is not a law firm.
Plans and prices
From Trust & Will's own pricing page, checked 15 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Basic membership | Free | No ongoing membership fee · plan creation · Free |
| Essentials membership | $49 a year | AI assistant · one free document shipment per billing cycle · encrypted Digital Vault · ongoing plan updates · $49/year |
| Will Plan | $199, paid once | Last Will & Testament · HIPAA Authorization · Living Will · Power of Attorney · state-specific documents · starting at $199 |
| Attorney Support | $299, paid once | One year of phone access to a licensed estate planning attorney · Not available in Alaska, Hawaii, Mississippi, Oregon, Louisiana, South Carolina, or Tennessee · $299 flat fee |
| Attorney support add-on | $299 a year | Licensed estate-planning attorney guidance · + $299 for one year of attorney support |
| Trust Plan | $499, paid once | Revocable Living Trust · Pour Over Will · HIPAA Authorization · Living Will · Power of Attorney · Schedule of Assets · Certification of Trust · starting at $499 |
The facts
Each one read from Trust & Will's own pages, with the date it was checked.
What it does
- AI limitation
- The terms warn that automated estate analysis and AI document summaries may contain errors and are not legal review or legal advice.checked 15 Oct 2001
- API and SDK roadmap
- The EstateOS launch announcement says open APIs, MCP and SDKs for enterprise integration were planned for later in 2026.checked 15 Oct 2001
- Attorney support
- Optional Attorney Support provides one-on-one access to a licensed estate planning attorney for one year from purchase.checked 29 Sep 2001
- Canopy Connect integration
- A partnership with Canopy Connect is intended to bring verified life-insurance data into Trust & Will, with additional capabilities planned.checked 15 Oct 2001
- Certifications
- Trust & Will says it has undergone SOC 2 Type II and HIPAA examinations resulting in an independent CPA report and certification.checked 29 Sep 2001
- Data deletion
- After an account deletion request, associated information and documents are removed, with security backups finally removed 35 days after the request.checked 29 Sep 2001
- Digital Vault
- Membership provides an encrypted Digital Safe for storing estate plans and other important files with role-based sharing permissions.checked 15 Oct 2001
- Documentation
- The help center contains member, attorney, advisor and nonprofit categories plus articles on funding trusts, documents, account use and the mobile app.checked 15 Oct 2001
- Document validity
- The company says plans are state-specific and must be signed and notarized after receipt or download to be legally binding.checked 29 Sep 2001
- Encryption
- The company says stored data uses AES 256-bit encryption and data in transit uses TLS 1.2.checked 29 Sep 2001
- Estate Assistant
- The AI Estate Assistant can use account plan data, beneficiaries, assets and document clauses to answer educational questions, but it is not legal advice.checked 15 Oct 2001
- Execution requirement
- The company says legally binding signing and notarization occur in person rather than online.checked 15 Oct 2001
- Funding
- The company’s founding-story page says it closed a Series B funding round raising more than $15 million.checked 15 Oct 2001
- Guided workflow
- Users answer questions about assets, beneficiaries, guardians and wishes, then print, sign and notarize the resulting documents.checked 15 Oct 2001
- HIPAA limitation
- The terms state that Trust & Will is not a HIPAA covered entity or business associate and that its services are not HIPAA-compliant.checked 15 Oct 2001
- Legal limitation
- Its terms say the service ends when documents are delivered and Trust & Will is not responsible for notarization, recording or later steps.checked 15 Oct 2001
- Limit: attorney need
- A forum discussion recommends using an estate-planning lawyer for trusts because unique situations may exceed generic online software coverage.checked 15 Oct 2001
- Limit: complex estates
- An independent software comparison says support is limited for advanced tax strategies, unusual family or business arrangements and coordinated multi-jurisdiction planning.checked 15 Oct 2001
The company
- Company founded
- LinkedIn lists Trust & Will as founded in 2017 and privately held with 51–200 employees.checked 15 Oct 2001
- Founded
- 2017checked 23 Sep 2001
- Headquarters
- The Google Play developer listing gives the address as 1111 6th Ave, Suite 550, San Diego, California 92101, United States.checked 15 Oct 2001
- Legal company name
- Crunchbase identifies the legal name as Huge Legal Technology Company, Inc.checked 15 Oct 2001
Money
- Limit: cost and guidance
- App-store complaints describe the service as expensive, insufficiently guided and, in one review, a poor substitute for working with an actual person.checked 15 Oct 2001
- Limit: deed and plan fit
- Recent Trustpilot complaints include difficulty bundling a trust with a deed and uncertainty when a purchased trust plan did not fit the customer’s situation.checked 15 Oct 2001
The full review of Trust & Will
Overview
Trust & Will is an online estate-planning service for people who want to prepare wills, trusts, and related documents through bundled plans. It is strongest for households that want state-specific paperwork plus optional access to an estate-planning attorney, rather than legal advice built into the document service.
The key trade-off is that its document bundles cover substantial planning needs, but the online process does not make them legally binding by itself: documents must be signed and notarized after receipt or download. Trust & Will is not a law firm, so people who need individualized legal counsel should treat attorney support as an important extra, not assume the forms replace it.
Key features
Will and trust bundles
The Will Plan combines a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney. That gives a person planning for basic end-of-life and financial decisions a broader package than a will alone. The Trust Plan adds a revocable living trust, pour-over will, schedule of assets, and certification of trust to the same core health and power-of-attorney documents. It is the more fitting choice for someone whose estate plan calls for a trust, though the higher one-time cost is substantial.
Membership, attorney access, and mobile use
Membership features include ongoing plan edits, digital downloads, document shipping, Digital Safe storage, a Plan Strength Score, and an AI assistant. The Essentials membership emphasizes personalized plan support, a Digital Safe, the score, and an advanced AI assistant; it is useful for people who expect to revisit their plan, while the free option has no ongoing membership. Optional Attorney Support buys one year of one-on-one phone access to a licensed estate-planning attorney, but is unavailable in Alaska, Hawaii, Mississippi, Oregon, Louisiana, South Carolina, and Tennessee.
The iOS and Android apps let members review documents and add or track assets; editing documents and updating plans require the website. That split makes the apps useful for reference and asset tracking, not for completing plan revisions on a phone. Trust & Will says stored data is protected with AES 256-bit encryption and data in transit with TLS 1.2, and that SOC 2 Type II and HIPAA examinations resulted in an independent CPA report and certification. After an account deletion request, associated information and documents are removed, with security backups finally removed 35 days later.
Plans are state-specific, and customer support is included Monday through Friday. Documents become legally binding only after signing and notarization. The company says it is not a law firm, does not provide legal advice, and its forms are no substitute for an attorney.
Pricing
Trust & Will has a free plan and no free trial. Basic membership costs nothing and provides estate-plan creation without ongoing membership. It is the sensible starting point for someone who wants to create a plan without recurring membership features.
Essentials membership costs $49 a year. It adds personalized plan support, Digital Safe, Plan Strength Score, and Advanced AI Assistant; choose it if continued access to membership features matters, but not if a one-time document bundle is all you need.
The Will Plan costs $199, paid once, starting at $199, for its will, HIPAA authorization, living will, and power of attorney. The Trust Plan costs $499, paid once, starting at $499, and adds the trust-specific documents. Attorney Support is a $299, paid once flat fee for one year of attorney phone access, subject to the state exclusions above. The plan prices are one-time charges rather than annual membership fees; ongoing membership is a separate choice.
Platforms
Trust & Will is available on web, iOS, and Android. The apps support document review and asset tracking, while plan editing and updates are website tasks.
Who it's for
Trust & Will suits people who want bundled estate documents, state-specific plans, and a clear route to optional attorney phone access. Its Trust Plan is aimed at those preparing a revocable living trust as well as supporting documents; its Will Plan fits people whose needs center on a will and related directives. It is less suitable for anyone expecting online forms alone to deliver legal advice or a completed, binding plan without signing and notarization.
Pros and cons
- Broad document bundles: The Will and Trust plans combine core estate and healthcare documents, with the Trust Plan also covering trust-specific paperwork.
- Free plan creation: Basic membership lets users create an estate plan without an ongoing membership charge.
- Optional attorney phone access: A one-year support option offers one-on-one access, though it excludes seven states.
- Mobile access has limits: Members can review documents and track assets in the apps, but must use the website to edit or update a plan.
- Preparation is not legal completion: Signing and notarization remain necessary, and the service does not provide legal advice.
Alternatives
Estate Planning Software and Legal Forms Software are useful starting points for comparing services across those categories.
- EncorEstate Plans may suit someone focused on business assignments or powers-only documents, with one-time plans for those needs.
- FreeWill is a straightforward alternative for readers seeking free web-based estate-planning tools.
- WealthCounsel is an option for professional users looking for a broader trusts-and-estates software suite.
- Everplans is another freemium choice for web and iOS users.
- Quicken WillMaker & Trust may fit readers who prefer a paid software purchase, with one-time Starter and Plus plans.
- LegalWills is worth considering for readers seeking individually priced will and power-of-attorney documents.
- Rocket Lawyer Estate Planning is a paid alternative with a free trial and annual plans.
- Gathered Here is a free web-based alternative.
Verdict
Choose Trust & Will if you want a substantial will or trust document bundle, the option to add a year of attorney phone access, and a free way to begin creating a plan. Its main limitation is equally important: online preparation is not legal advice or the final legal step. Readers who need personalized counsel or want documents made binding without handling signing and notarization should look elsewhere.
Getting started
- Visit https://trustandwill.com/.
- Choose the free Basic membership or a paid option, including Essentials, Will Plan, Trust Plan, or Attorney Support.
- Create or update your estate plan on the website.
- Use the Android or iOS app to review documents or add and track assets.
- After receiving or downloading your plan, sign and notarize it for it to be legally binding.
Limits worth knowing
Basic membership supports estate-plan creation without ongoing membership. Attorney Support costs $299 once and is unavailable in Alaska, Hawaii, Mississippi, Oregon, Louisiana, South Carolina, and Tennessee; Will Plans start at $199 and Trust Plans at $499.
Questions
Is there a free plan?
Yes. Basic membership costs $0 and supports estate-plan creation without ongoing membership.
What does the Will Plan include?
It includes a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney. It starts at $199 once.
What does the Trust Plan include?
It includes a revocable living trust, pour-over will, HIPAA Authorization, Living Will, Power of Attorney, schedule of assets, and certification of trust. It starts at $499 once.
Which platforms are available?
Trust & Will is available on the web and has Android and iOS apps. The apps support document review and asset tracking; editing and plan updates are on the website.
Does it provide attorney access?
Optional Attorney Support costs $299 once and provides one year of phone access to a licensed estate-planning attorney. It is unavailable in Alaska, Hawaii, Mississippi, Oregon, Louisiana, South Carolina, and Tennessee.
Does Trust & Will provide legal advice?
No. The company says it is not a law firm and its forms are not a substitute for an attorney.
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