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Trust & Will Partnership
Secure your family's future with an estate plan.
Get 20% off an estate plan. We partnered with Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.
The Benefits Are Clear
- Affordable services: Members save 20% off any estate plan and get the first shipment of documents for free.
- Expert support: Their team of experts is available to help if you have any questions along the way.
- Easy and convenient: Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
- Built by attorneys, customized by you: State-specific, legally-valid documents that are customizable to meet your family’s needs.
Trust & Will Product Pricing
All of your estate planning needs in one place.
Will-Based Estate Plan
$199 | $159.20 | 20% OFF
This outlines how you want your dependents, financial assets, and medical concerns to be taken care of.
- Nominate trusted guardians for children and pets
- Determine how assets will be distributed
- Designate healthcare agents and specify what happens in a medical emergency
Trust-Based Estate Plan
$499 | $399.20 | 20% OFF
This includes all the features of a Will and more.
- Add conditions to how assets will be distributed
- Create a revocable living trust
- Avoid probate court
Trust & Will Frequently Asked Questions
What is the difference between a Will and a Trust?
Wills and Trusts have a lot of overlap, but also a lot of differences.
Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often must go through a probate process after death.
Like a Will, a Trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a Trust.
Both are ways to say who will receive your assets - Each has different ways of distributing those assets, as well as different advantages and disadvantages.
You can learn more about Trusts and Wills here!
How long will it take to complete a Will or Trust?
Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!
Is Trust & Will a law firm?
We are not a law firm, and we are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with us and information provided to us is not protected by the attorney-client privilege.tes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!
Is an online estate plan right for everyone?
Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their services ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of 100+ financial institutions across the US.
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Reviews
Don't take our word for it!
Easy, thorough, thoughtful, and affordable
Trust and Will was a very thorough and fairly easy to follow process. Pricing was very reasonable compared to using a lawyer. My wife and I feel much more at ease knowing our estate and affairs are clearly defined. We didn’t really require any additional support to complete the process, but customer support was good about checking in to see if we did need any support. Definitely recommend their service.”
Excellent first experience
Though we had initial problems connecting by phone with the attorney, she continued to reach out to make it work.
She was professional, friendly, and knowledgeable. She also encouraged us to reach out again if we had further questions.
The ease of use
Cost is very reasonable versus going to a lawyer. A will is a difficult thing to think about and can be stressful but this did not add stress. Great to know if you have questions you have support. Would recommend.
Disclaimer: Trust & Will is offering 20% off the initial purchase of an estate plan. No promo code is required; the discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren’t eligible for a discount.
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