Trust & Will
Create and manage wills and trusts online
Trust & Will is an online estate planning service that guides individuals and couples through creating state-specific wills and revocable living trust documents. It addresses the process of appointing guardians, naming beneficiaries, setting healthcare and financial directives, and organizing asset distribution, with documents designed by estate planning attorneys and customized to the user's state requirements.
The service offers two main plans: a Will Plan covering a Last Will and Testament, HIPAA Authorization, Living Will, and Power of Attorney, and a Trust Plan that adds a Revocable Living Trust, Pour-Over Will, Schedule of Assets, and Certification of Trust. An EstateOS membership provides unlimited plan updates, a secure Digital Vault, smart alerts, AI-powered recommendations, and document shipping. Optional attorney support is available as an add-on, and users with complex needs can be matched with a pre-screened attorney.
Plans are available for individuals or couples, with payment plans offered. A separate annual membership covers ongoing plan maintenance, and attorney support is priced as an add-on.
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