Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is a certified B Corporation and is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy.
Written by the business, not verified by us.Trust & Will (trustandwill.com) has a 4.6 out of 5 rating on OK.one, based on 201 user reviews collected here. It is listed under Legal Services & Government and its reputation is excellent. 89% of reviews are 4 stars or higher and 8% are 1 star; The business has replied to 100% of negative reviews; Reviews mostly discuss User experience, Customer service. Last updated 2026-08-31.
Reviewers overwhelmingly had a great experience with this company. Customers appreciate the simple and clear online workflow, noting that the step-by-step format makes building essential estate planning documents very straightforward. Consumers frequently praise the incredibly helpful and knowledgeable staff members who provide patient guidance and make phone interactions truly pleasant. However, some customers also noted technical difficulties, website glitches, and occasional frustrations regarding accessing their completed documents online. Some people mentioned encountering unexpected obstacles during the initial setup process or struggling to navigate the platform effectively. Others noted difficulties when trying to get responsive assistance or resolve specific account issues with customer support.
Auto-generated from all reviews of this business. For reference only.what could have been overwhelming wasn't, guided step by step which was reassuring. a little nudge here and there greatly helped my thought process.
Hi Rebecca! Thank you so much for the five-star review. We are happy to hear what could've been an overwhelming experience wasn't. Please feel free to reach out with any other questions or concerns. Best, Kel W, Team Trust & Will
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