Picture this: A family sits around a table, full of joy and stories about their grandma’s fun life. She was the heart of the family, always bringing everyone together.
But as the stars twinkled above, a hush fell over the family. They knew Grandma couldn’t stay with them forever. With a warm smile, she presented a bundle of papers – her hand-picked planning documents.
These weren’t just forms; they were her loving promise to keep watching over them. A simple, heartfelt guide to finding comfort and security in the days to come.
With Trust & Will, she had crafted a testament to her life’s journey, ensuring that her legacy would be honored and her family would be cared for, according to her wishes. It was a final act of tenderness and responsibility that would guide them through the times to come.
Key Takeaways
Trust & Will has positioned itself as a leader in online estate planning, attracting users with easy-to-use, state-specific legal forms, serving over 200,000 individuals since 2017, and focusing on user-friendly experiences for those who may be new to estate planning.
The platform offers various simple estate planning documents tailored to different needs, such as wills, living wills, and trusts, at competitive prices with an affordable subscription model for updates, but may not suit those with more complex situations.
Trust & Will excels in providing an intuitive and secure online estate planning service, with a commitment to user education and customer support that sets it apart in the digital legal space.
Introducing Trust & Will
In the era of digital transformation, Trust & Will emerges as a leader in the online estate planning industry. Specializing in user-friendly estate planning documents, this online estate planning service has garnered attention for its will maker and other estate planning services.
Designed to comply with the specific laws of each state, its legal forms promise a combination of legality and ease of use. Catering to those unfamiliar with legal procedures, Trust & Will aims to simplify the complex estate planning process.
Since its launch in 2017, Trust & Will has served over 200,000 individuals, guiding them through managing their estates and probate proceedings.
The company prides itself on its approach, which focuses on delivering necessary estate planning documents in a manner that is both accessible and straightforward.
Trust & Will offers tools designed to create essential documents like the last will, living will, and trust plan, ensuring that one’s final wishes are honored and assets are managed according to their directives.
Target Audience of Trust & Will
Who stands to benefit the most from Trust & Will’s services? The platform caters to a broad spectrum of users, from single individuals to couples, offering flexible pricing tiers that make drafting estate planning documents an affordable venture.
However, the simplicity of its offerings means that those with complex financial or family situations may find the scope of services insufficient for their needs.
This makes Trust & Will the go-to solution for those in search of a simple and accessible initiation into estate planning. Whether you’re a senior looking to ensure your family members are cared for or a couple seeking to establish a living trust, Trust & Will appears to offer a line of trust that accommodates the basics.
Yet, the question remains: can it handle the intricacies that sometimes accompany estate planning? It’s a point that warrants further exploration as we delve deeper into the platform’s capabilities.
Getting Started with Trust & Will
Your estate planning journey with Trust & Will kicks off with a simple click-through questionnaire. Designed for ease of use, users can navigate through the setup process, sometimes completing their documents in as little as 15 minutes or up to an hour.
The platform offers various plans, including Trust, Will, and Guardian plans, encompassing necessary estate planning documents such as last wills, living wills, HIPAA authorizations, and powers of attorney.
While an estate planning attorney can provide personalized guidance, Trust & Will offers a convenient and efficient alternative for those seeking to complete their estate planning.
Upon completion of the estate planning documents, users can instantly download and print their documents or choose to get them shipped within a five-day window.
The ability to share access to these critical documents online further enhances the user experience, allowing for seamless collaboration with family members or legal advisors. Moreover, Trust & Will’s checklist includes steps for specifying assets, choosing executors, and understanding the signing requirements, ensuring nothing is overlooked during the will-making process.
What is more, the platform encourages regular reviews and updates of the Will and accompanying documents, especially after significant life events, to reflect current wishes and circumstances.
This provision underscores Trust & Will’s commitment to ensuring the estate planning process remains up-to-date and relevant to each user’s unique situation. With detailed learning resources at their disposal, users can approach the creation of their will-based estate plan with confidence and clarity.
Trust & Will’s User Interface
Exploring Trust & Will’s digital platform is as refreshing as a cool breeze on a busy summer day. The platform features:
A modern, sleek design that enhances the user’s experience
No need for downloadable software to access its services
Easily accessible tools and resources
Users commend Trust & Will for its functionality and overall positive feedback.
Trust & Will simplifies the estate planning process even further with their meticulous attention to detail, offering users thorough guidance at each step of document creation.
Trust & Will uses a question-and-answer method, mixed with common queries, to make tough legal ideas simpler and more understandable.
The platform’s commitment to user-centric navigation is evident, as it empowers users to confidently take charge of their estate plans, providing a sense of control and reassurance.
Navigating Trust & Will’s Features
Trust & Will offers a range of features specifically designed to meet the varying estate planning needs of its users.
From the start, the platform explains the estate planning process in simple, informative terms, ensuring that each step is not only easy to understand but also provides common answers to difficult questions.
The self-guided approach appeals to those who prefer digital alternatives to traditional methods, offering tailored features across its Trust, Will, and Guardian plans without overwhelming users with complexity.
Some of the key features of Trust & Will include:
Simple and informative explanations of the estate planning process
Common answers to difficult questions
Self-guided approach for easy navigation
Tailored features for Trust, Will, and Guardian plans
With these features, Trust & Will provides a user-friendly and comprehensive solution for estate planning.
The foundation of knowledge is critical in estate planning, and Trust & Will’s comprehensive Learn Center stands as a testament to its commitment to education. Here, users can access articles and guides on all aspects of estate planning, including:
Basic wills
Complex trust plans
Incorporating digital assets into estate plans
Appointing a digital executor to ensure the plan remains legally binding
In recognition of life’s ever-changing nature, Trust & Will allows unlimited revisions to documents within the first year.
This flexibility is further extended through an annual membership account, priced affordably at $19 after the first free year, granting users the freedom to make necessary updates to their legal documents.
Such features underscore Trust & Will’s dedication to providing a service that evolves with its users, making estate planning simple and adaptable.
Estate Plan: Real-life Application of Trust & Will
To gauge the real-world impact of Trust & Will’s offerings, one must look at its performance in practical settings—a situation that Trust & Will meets with assurance. Client testimonials reveal:
A straightforward and understandable process when managing estate paperwork
The ability to proceed at their own pace
Clear instructions and a seamless process
High customer satisfaction
User experiences have been overwhelmingly positive.
Trust & Will’s commitment to user satisfaction is further evidenced by its flexible document management options, such as unlimited updates for a year and the choice between digital downloads or mailed physical copies of completed documents.
The inclusion of a living will in the package allows users to make proactive healthcare decisions, and the company’s advice on secure document storage facilitates easier access for loved ones.
Estate Planning Attorneys: What to do when your loved one graduates from this life
Gather Important Documents: Assemble all necessary documents, such as the will, living trusts, insurance policies, death certificate, and other critical financial information.
Notify Relevant Parties: Create documents and reach out to relatives, acquaintances, and professional colleagues.
Plan a Meaningful Service: Organize a funeral or memorial service that honors the unique life of the departed.
Secure the Property: Ensure the deceased’s property is locked and secured, and consider changing locks if necessary.
Access the Will: Locate the will and review it to understand the deceased’s final wishes and begin the probate process if required.
Contact Financial Institutions: Notify banks, credit card companies, online accounts, and other financial institutions of the death to close accounts or change account ownership.
File for Benefits: Determine if you are eligible for any benefits, such as Social Security or life insurance benefits, and file the necessary claims.
Update Estate Plans: Review and update your own estate plan, reflecting on the importance of being prepared for life’s unexpected events.
Trust & Will’s Customer Support
Responsive customer support is a vital aspect of any service, and Trust & Will’s team is reputed for their prompt responses.
With support available seven days a week and typically answering queries within an hour or less, users can rest assured that they will receive the assistance they need in a timely manner. The U.S.-based customer service is reachable through multiple channels, including:
chat
email
form submission
phone
This ensures that help is just a few clicks or a phone call away.
This exceptional customer assistance is a claim and a reality that has contributed to Trust & Will’s high user experience ratings.
The platform’s real-time chat support and the thorough, friendly help provided by the staff are testaments to the company’s dedication to excellent service.
Whether it’s a question about an attorney review, attorney support, or attorney support service, Trust & Will’s customer support trust stands ready to guide users through the process.
Trust & Will’s Value Proposition
In terms of cost-effectiveness, Trust & Will offers a persuasive proposition. The high customer satisfaction rating and accolades such as ‘Best Online Will Maker for Customer Assistance’ showcase the platform’s commitment to delivering quality service.
The pricing for state-specific wills and other estate planning documents is competitive, with individual plans starting at $199 and couple plans at $299, with the option for interest-free installment payments.
The platform’s offer of one year of free unlimited updates, coupled with an optional affordable annual subscription, ensures that users have the flexibility to modify their documents as life circumstances change.
The robust satisfaction guarantee, which provides a full refund within 30 days if not satisfied, underscores the confidence Trust & Will has in its services. Customers have echoed this sentiment, affirming that the service provides good value for money and makes estate planning accessible to a wider audience.
Summary
In the final analysis, Trust & Will emerges as an innovative and user-friendly platform that democratizes the estate planning process.
Its sleek design, comprehensive support, and security measures, combined with a strong value proposition, make it a formidable option in the online estate planning service market.
Trust & Will’s dedication to educating and empowering users is evident in every aspect of its service, from the initial questionnaire to the post-document management and support.
Frequently Asked Questions
What is Trust & Will?
Trust & Will is an online platform that simplifies the creation and updating of estate plans, including wills and trusts, offering a convenient way to leave a lasting legacy.
Can I update my estate plan documents with Trust & Will after significant life changes?
Yes, you can update your estate plan documents with Trust & Will after significant life changes, as they offer one year of free unlimited updates and an optional annual subscription to keep your plan current.
How secure are my estate planning documents with Trust & Will?
Your estate planning documents are secure with Trust & Will, as the platform employs bank-level encryption and secure cloud storage, along with the option to enable two-step verification for added security.
What kind of customer support does Trust & Will offer?
Trust & Will offers responsive customer support through chat, email, form submission, and phone, providing thorough and friendly assistance seven days a week.
Are there any affordable alternatives to Trust & Will for estate planning?
Yes, FreeWill and Nolo’s Quicken WillMaker are affordable alternatives to Trust & Will, offering a range of estate planning documents based on specific needs and budgets.
What are the alternatives to Trust and Will?
What are the alternatives to Trust & Will?
FreeWill, Nolo’s Quicken WillMaker & Trust, LegalZoom, Rocket Lawyer, LawDepot, and DoYourOwnWill
