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Trust and Will Review

Wednesday, May 29th

2024 Living Trust Service Reviews

Trust and Will Review 4.5 Star Rating

Trust and Will

4.5 Star Rating
  • $599 for individuals and $699 for couples
  • 30-day satisfaction guarantee
  • Manage documents and data from one place
  • Over 3,400 reviews
  • "A+" Better Business Bureau rating

Trust and Will is a team of experts who offer exactly what their name suggests. They've helped hundreds of thousands of families create estate plans that fit their needs, life, and legacy.

Rapid growth

The company is based out of San Diego and was founded in 2017 by a young group of friends about to start families and thinking about how to easily plan for their futures. Trust and Will quickly gained attention from top venture capitalists and has been featured by TechCrunch, Inc., Forbes, The New York Times, Entrepreneur, and USA Today.

Experts in wills and trusts

Something we like about Trust and Will is that they don't pretend to specialize in every type of legal document under the sun. They have zeroed in all their knowledge and efforts to help people create living trusts and wills. That's it. To create your estate plan, you'll start by answering some questions to make sure your trust is tailored to your specified needs. Next, you can instantly download your documents or request a complimentary shipment of them. To make your living trust legally binding, you'll need to sign it and have it notarized. The last step is to fund your trust by using the guide they'll provide to walk you through the process.

Not the cheapest option

The upfront cost of Trust and Will is a bit hefty, but after a thorough review, we feel like this is an extremely reliable and professional option. For an individual, the cost is $599. For couples, the cost is $699. The documents included are a revocable living trust, schedule of assets, last will and testament, HIPAA authorization, living will, power of attorney, and certification of trust. All of your important documents are stored digitally on Trust and Will's platform and can be shared with other family members. After the first year of service, a yearly fee of $39 will be charged.

Best Living Trust Services

Satisfaction or your money back

Since you're committing a sizable sum of money to create a living trust here, it helps to know that Trust and Will offer a 30-day satisfaction guarantee. This means they completely stand behind their product and will offer you a full refund if you aren't happy with the process or results and contact them within 30 days.

People are pleased

Despite being a bit costly, Trust and Will is a popular option among people needing wills and trusts. They have an "A+" rating from the Better Business Bureau and over 3,400 glowing reviews to back that up. People were thrilled that they could talk to a real person whenever they ran into questions, the process is said to be very simple, and people felt like it was reasonably priced for the quality of assistance they received with their finished products.

Highly recommend

Trust and Will is a company that genuinely wants to provide quality services to their customers. They aim for professionalism and ease of use, which is extremely important in the legal world. Because this is an expensive option, Trust and Will hasn't earned our highest rating, but we still highly recommend them if their services are within your budget.

Where is the Best Place to Create a Living Trust Online?

While making a living trust may not be on the top of your to-do list, it should be. Not to be confused with a living will, a living trust allows you to manage and distribute your assets both during your lifetime and after you pass away. It goes into effect as soon as it is signed and can give you and your loved ones peace of mind knowing that no one will have to worry about going through a probate process.

Creating a living trust online has seen a significant surge in popularity over the last few years due to several reasons. In addition to being both convenient and inexpensive, online living trusts are easily accessible when needed. In fact, this method of estate planning has revolutionized the way individuals protect their assets and plan for the distribution of their wealth after their passing.

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Living Trust Service FAQ

A living trust is a legal document created in one's lifetime where a designated person (trustee) is given the responsibility for managing a person's assets for a beneficiary. A living trust is used in the event that the trust creator passes away and needs their assets transferred to someone else. This helps bypass the complex and expensive processes of probate. An irrevocable living trust can also be used to protect one's assets by creating a separate entity to "own" them: if an individual is sued, their property can't be taken if it's held by the trust.
A living trust is ideal for anyone who is single and has assets tied up in their sole name. This will allow beneficiaries to avoid the costs and hassles of probate. Since a living trust does nothing for someone during their lifetime, they are typically drafted by people who are 60 years and older who start to become concerned about their health as they age and want to avoid issues for their loved ones if they pass away unexpectedly.
Drafting up a living trust can cost anywhere from $30 to $100 if you choose to do it yourself. This is a much more cost-effective option when compared to hiring a lawyer and paying upwards of $1,000 or more. When creating a living trust, you'll be paying for the online platform you use or the software you purchase and download.
A living trust usually expires up to 21 years after the creator of the trust passes away. However, it's unlikely that assets won't be settled by then, so most expire when the trustor dies and the assets are immediately distributed. A person who makes a living trust during their lifetime will not have to worry about it expiring before they die.
A living trust becomes effective as soon as it is created. The final act of making a living trust valid is when the trustor "funds" the trust by transferring assets into it. People who create a living trust can immediately have peace of mind knowing that their assets are going to be taken care of as soon as they pass away.
No! With simple online tools, you can follow a fill-in-the-blank process to create your living trust. You'll walk step-by-step through the process and be able to provide all the necessary information at your own pace. This is a lot easier than meeting in-person with a lawyer and going back and forth on the requirements for the living trust. It is also a lot less expensive!
A revocable living trust can be altered whenever the trustor wants. It is flexible in that you can change the terms whenever you choose with or without an attorney. If you have a living trust in both you and your spouse's names, your spouse can also make changes at any time. On the other hand, an irrevocable living trust is fixed and can't be altered once established.
No. The terms of a living trust never need to be made public. Unlike a will that becomes a matter of public record when it is submitted to probate court, a living trust can remain private. The only people who need ever review the terms of the trust is the trustor(s), trustee, beneficiaries, and an attorney if necessary.
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Continued from above...

Online living trusts let you create these legal documents from the comfort of your own home, eliminating the need for multiple visits to attorneys' offices and streamlining the entire process.

Another reason people are drawn to online living trust services is the cost factor. Traditional estate planning services can be prohibitively expensive, often with high attorney fees and administrative costs. By contrast, online living trusts provide an affordable alternative, letting you create a legally binding document at a fraction of the cost.

Regardless of your income status, it's important to save your family both time and money by getting things in order with a living trust. Not only will you be able to choose who distributes your property in the event that you become disabled or die, but you'll remain in complete control of all your assets in the meantime.

Another reason to take this legal step is to avoid bank issues, not have to wait on a judge, and protect your own privacy while ensuring that your assets are legally accounted for.

We'll be the first to acknowledge that end-of-life affairs are not fun to think about, let alone spend time taking care of. However, getting it over with will provide immeasurable relief for you and your loved ones and it's much easier than you'd think. There are fantastic online platforms that will walk you through all the steps to creating a living trust without spending hundreds of dollars. Real lawyers will verify the validity of your documents and ensure they meet all necessary legal requirements for a fraction of the cost you might find elsewhere.

Many online legal services have round-the-clock access to customer service agents who will make sure you're taken care of and confident with the process of creating your living trust. When deciding which company to use, take the following things into consideration:

  • Professionalism. When it comes to legal documents, all I's need to be dotted and T's need to be crossed. There's no room to engage with a company that won't show the utmost professionalism and attention to detail. Check the background of their legal team. Are they transparent with their processes and guarantee that their documents are up to legal standards?
  • Cost. Regardless of how you spin it, you'll be saving tons of money by not dealing with a lawyer in-person to create your living trust. However, you still want to save as much money as you can while making sure you're using a legitimate company. How competitive is the company's costs when compared to others who offer the same services?
  • User friendliness. Most of us aren't very familiar with legal jargon and may not understand all the processes that come with legally binding documents. Make sure you find a company that makes you feel confident and leaves no room for questions. Do they have an FAQ page? Is there always someone available to answer your questions?

Top Consumer Reviews has reviewed and ranked the best companies to help you create a living trust. We hope this information helps you take care of your end-of-life affairs without any stress or hassle!

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