Sunday, March 23rd
2025 Living Trust Service Reviews
Trust and Will
- $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.
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.
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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.
Living Trust Service FAQ
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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