Thursday, January 23rd
2025 Will Service Reviews
Trust & Will
- Pricing from $199 to $499
- Two plans with full estate planning features
- One-stop shop
- Created by lawyers
- Offers lawyer advice as part of the price
- 30-day return policy
- 4.6-star average rating
- "A+” rating and accreditation from the BBB
Trust & Will is an estate planning website that promises to offer an inclusive service to help you with the creation of your will and other future planning necessities. All of the documents provided at Trust & Will were designed and approved by their on-staff attorneys to meet all legal standards. According to their analytics, most customers complete their estate plans (including their will) in about 15 minutes. The only difference between Trust & Will and other companies in our review is that you have to pick a combo plan with estate planning. There isn't a selection to just grab a will from this service.
Detailed will forms available
To get started on Trust & Will, you'll need to make an account first. Then, you can start filling out the forms for your will and your other documents. The form allows you to nominate guardians for children or pets, decide who will manage your affairs, and leave specific gifts like money, possessions, or property to chosen beneficiaries. You can determine exactly how your assets will be distributed, exclude certain individuals from receiving your property, and specify your final arrangements. The forms also include options to note any special requests, designate healthcare agents, decide on actions in medical emergencies, and grant trusted individuals access to your medical records.
Two plans that include your estate
There are two plans available on Trust & Will: the Will-Based Estate Plan and the Trust-Based Estate Plan. Both include a will, but the Trust-Based Estate Plan includes more details for avoiding probate and taking control of your assets. Here's how they differ:
- Will-Based Estate Plan
- Last Will and Testament
- HIPAA Authorization
- Advance Healthcare Directive
- Power of Attorney
- Trust-Based Estate Plan
- All the features of the Will-Based plan plus:
- Schedule of Assets
- Revocable Living Trust
- Certification of Trust
Pricing from $199 to $499
The pricing is somewhat costly at Trust & Will since it includes more than just a will document, but for all that's included the value is fairly high. The Will-Based Estate Plan costs $199 and the Trust-Based Estate Plan costs $499. The Will-Based Estate Plan is much more affordable and includes most of the documents you'll need if you want more than a will. Plus, this is a one-time payment, and you won't have recurring costs.
30-day satisfaction guarantee
Trust & Will offers a 30-day satisfaction guarantee to help you feel more confident in your purchase. The company promises to stand behind its services and that if you are unsatisfied with the Trust & Will product or service, they'll review any request made within 30 days. The only services not included are attorney support, concierge, notary, or deeds, and so long as you have not used those, you can score a refund in 30 days.
Tons of praise for Trust & Will
Despite its costly services, Trust & Will has a solid reputation. The company holds an "A+” rating and accreditation with the Better Business Bureau, and solid scores on third-party review sites, like a 4.6-star average on Trustpilot. Reviewers complimented the customer service team at Trust & Will and noted that any questions were responded to within minutes in most cases. There was also significant praise for how easy the forms were to fill out.
Great service for an all-in-one package
If you're looking for a quick way to score the whole package (all your estate planning, including your will, in one place), Trust & Will is your best bet. The process is simple, you get access to an attorney, and you can fill out all of your forms in one plan without any worries about something being left out. For these reasons, along with its solid scores with former and current customers, Trust & Will earns a very high rating.
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Where is the Best Place to Find Will Services?
Creating a will can be a stressful and costly experience. Reports show that less than half of Americans have a will in place. But it is possible to create a real, legally binding will without the hassle of finding a lawyer in person or paying exorbitant legal fees. Online will services are the way to go if you want to create your will in the comfort of your own home with no pressure or stress.
Online will services provide a faster, more affordable method that can get you a working will in minutes. So what are will services? Generally, online will services will help you build your will with step-by-step questions without overwhelming you with legal jargon. Some will services will also allow you to revise your will once you've created it. This can help give you peace of mind if you want to have a will early on in life.
Will Service FAQ
Continued from above...
To create your will, the company will ask you questions about your situation (marital status, children, assets, and more) to help generate the final document and provide state-specific forms that are legally binding where you reside. Will services make a sometimes stressful or lengthy process simple, and if you provide accurate information, it will be just as good as a similar document from an attorney.
The best part of will services is that you don't need to try to do all the work on your own. The right will service will help you along the way, offer experts to answer your questions, and make sure you have all the required sections such as bequests for your assets, determining a guardian for minor children, and naming an executor. You will still need to have your will signed and witnessed properly, but a good will service will help you finish that step too.
Check for services that have lifetime access, if you're planning to make updates in the future. You don't have to worry about a hassle to update your will if you have changes in your assets or living situation in the future.
If you're ready to get everything sorted and signed for your family's future, we understand. This is a big step, and you want to do it right. Here are some factors that might help you choose the best will service for your documents:
- Cost. Not all will services are the same. You'll want to make sure you're getting the best value for your money. Since will services make it possible to save money, you want to make sure you're not getting overcharged for attorney review or other key features that some services offer in an all-inclusive format. Look for sites that offer a one-time payment, or lower costs if you need to subscribe. There are even some free services out there to keep your eye on.
- One-stop shop. Some will services only do wills, while others offer further estate planning documents that will make any necessary transitions smoother for your inheritors. Finding will services that offer a one-stop shop for legal documents may help with your peace of mind.
- Reputation. To make sure you're getting the best service for your will, check out each site that interests you through their third-party reviews and the Better Business Bureau. This way, you can see how the process went for other online will-makers just like you.
To help you take this important step and provide you with peace of mind, Top Consumer Reviews has researched and ranked the top will services out there today. This way, you can get everything sorted for the future of your family with no stress, to prepare and provide for your future generations.
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