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.
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Is Trust & Will legit?
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.
What reviewers say
AI generated
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.
Easy to follow inputs to create the trust and will. When I had questions I asked on Chat for answers and also spoke by phone to an advisor.
Reply from Trust & Will2026-05-11
Hi there!
We're so glad to hear that the process was easy to follow and that our team supported you throughout. That's exactly the experience we strive to provide! It's wonderful to know that both our chat support and phone advisors were helpful in answering your questions. Thank you for taking the time to share your experience with us!
Warmly,
Lisa Saephanh, Team Trust & Will
Completing a will was really much more simple than I anticipated. I paid the cost of having my will printed and sent to me and it was worth every penny. It is professionally done and all I had to do was sign and have it notarized. Very happy.
Reply from Trust & Will2026-05-07
Hi Teresa,
Thank you for taking the time to write a review! We're so happy to hear that everything was simple for you, we strive to provide our members with an easy route to making their plans. Thanks again for being a member!
Warmly,
Anamarie, Team Trust & Will
We have been procrastinating for long time to take action and create our Trust and Will.
When finally decided to proceed we evaluated several options and Trust & Will was or choice.
The process is extremely easy and straightforward. At the end we choose to have the advise of a lawyer and this was one of the best decisions we made. Our lawyer was fantastic, solved or doubts and also recommended is a way to manage the deed of our home forever without triggering our mortgage clauses or having to change the deed in case we need a refi in the future.
Great company, advisors, service and easy process.
Definitely recommended
Reply from Trust & Will2026-05-13
Hi Luis,
Thank you for your review! We're thrilled you chose us for your Trust and appreciate your support.
Setting up a living trust on Trust&Will was easy and worry free as the site and staff were helping clients along the way. Seeing our assets being protected by professionals gives us a huge relief and great feeling.
Reply from Trust & Will2026-05-13
Hi Mike,
Thank you so much for the kind words! We're thrilled to hear that setting up your living Trust with us felt easy and stress-free. That's exactly the experience we strive to provide, and we're so glad we could give you peace of mind knowing your assets are protected. Please don't hesitate to reach out if you ever need anything in the future! We're always happy to help here.
Kindly,
Alex | Trust & Will Team
Thought my wife and I needed to do a physical edit to our Wills to add a new asset, expecting some time and cost to do so. We contacted Trust and Will for guidance.
Madilyn, of the T&W Support Team, got back to us very quickly and let us know, in our case, the language in our Wills cover our situation. To our pleasant surprise, No edits, No cost, No problem.
Credit this to T&W's legal team for smartly using legal language that's inclusive and broad enough to cover changes to your estate over time. Very glad we put our sensitive and serious trust in Trust and Will.
Reply from Trust & Will2026-05-05
Hi Keith,
Thanks for the 5-Star Review! We are so glad to hear Madilyn was able to help educate you on our offerings and that you trusted us with your estate plan! We strive to make our estate plans as inclusive as possible, and are happy knowing it was a perfect fit for you.
We are here if you need anything else in the future!
Thanks,
Ashley, Team Trust & Will
I spent some time hunting the discount claimed by Navy Federal Credit Union. The first live agent had me clearing cookies and using a special link. I tried two different browsers and taking my VPN down. None of these efforts worked. THEN, I connected with Savannah. She gave me a discount code that I entered at checkout and got the twenty percent discount. Trust & Will needs to disseminate that simple solution to ALL their phone agents.
Reply from Trust & Will2026-05-08
Hi Pablo,
Thank you for sharing your experience and for your patience in working through this with our team. We're so glad Savannah was able to get you sorted with the discount code and that you were able to take advantage of your Navy Federal Credit Union benefit. You make a great point about ensuring all of our agents are equipped with the simplest solution first, so we've taken note of your feedback and will use it to improve our training. We always strive to provide a 5-star experience for our members, and we're sorry the path to your discount wasn't as smooth as it should have been. We appreciate you being a Trust & Will member and are here to help with anything else in the future.
Kindly,
Alex | Trust & Will Team
Trust and Will was recommended through Prudential adviser. The website was easy to navigate and walked you through the process. Easy inexpensive process compared to the cost and time of a lawyer.
Reply from Trust & Will2026-04-29
Hi Connie,
Thank you for the kind words! We're glad your Prudential adviser pointed you our way and that the experience felt straightforward from start to finish. Making estate planning accessible and affordable is exactly what we set out to do. Welcome to the Trust & Will family!
Team Trust & Will
I had a problem with editing my documents. After one week of waiting for support, I finally got a tech support that help me solve my issue. Ms Lisa S did an excellent job in calming me down and working with me to a successful completion.
I think the support function would be more effective with clients if a support tech was assigned to client with an email response at initial request.
Reply from Trust & Will2026-04-27
Hi Jim,
Thank you for your feedback, we’re glad Lisa was able to help and get everything resolved. We’ll be sure to share your kind words with her.
We also appreciate your suggestion on improving the support process and will share it with our team.
Jennifer V | Member Support Specialist
I can’t say enough amazing things about Taylor Johnson with Trust & Will!!! She has been absolutely a Godsend to us, keeping us on track with setting everything up for our trust. She lets me know of things I haven’t even thought of and guides me through each step. She always shares links that can help me with steps. She’s been so wonderful!!!
Reply from Trust & Will2026-04-27
Hi Lori,
Thank you so much, these are the kinds of reviews we live for! We love hearing about the level of excellent support our team provides 🤩️
We appreciate your kind words and for letting us be there for your estate planning needs!
Team Trust & Will
I just signed up for a will, adding attorney support option, but didn't know if I should commit to a trust. I called customer service to speak with an attorney. The agent showed me how to schedule a future consultation; discussed the benefits of a trust; and told me that I will be reimbursed if I switch to a trust today but after speaking to an attorney, decide to go back to a will. No pressure. Respectful and informative. I felt served and not at risk for being uncertain.
Reply from Trust & Will2026-04-24
Hi Kim,
Thank you so much for sharing your experience! We’re so glad our team could guide you through your options and help you feel confident without any pressure. It’s great to hear you felt supported and well informed, we’re here whenever you’re ready to take the next step.
Jennifer V | Member Support Specialist
So easy, one of those things I can check off of my bucket list!!
Reply from Trust & Will2026-04-24
Hi Wendy,
Thanks for leaving a review! We love checking things off our bucket list too, and even more thrilled to hear how easy it was for you! We're glad to be on this journey with you.
Team Trust & Will
Nice service. Very prompt response time. I forgot to sign something and they emailed me to remind me. After a few emails back and forth (on my part), I was ready to go.
Reply from Trust & Will2026-04-22
Hello Kent,
Thank you so much for your kind words! We appreciate you taking the time to share your experience! We’re glad to hear you had a smooth experience and that our team could help keep everything on track with timely reminders.
If you have any questions in the future, please don’t hesitate to let us know. We’re always happy to help!
Warm regards,
Lisa, Team Trust & Will
Documents were readily available and easy to upload.
Reply from Trust & Will2026-04-24
Hi Jeanne,
Thanks so much for leaving such a great review! We are so glad to hear that you found it easy to get your documents. Please let us know if you have any questions about finalizing your estate plan or anything else in the future. We're here to help!
Kindly,
Alex | Trust & Will Team
Hi Alberto,
Thanks so much for the wonderful 5-star review! I'm truly happy to hear that creating your estate planning documents through our website went smoothly.
If you have any questions or need further assistance, please feel free to reach out anytime. We're here to help!
Best,
Brittani, Team Trust & Will
Hi there!
Thank you so much for your kind words! We're glad to hear you found our service easy to use and affordable—that’s exactly what we aim for. It means a lot to us that you took the time to share your experience.
Kindly,
Savannah | Trust & Will Team
My experience with Trust & Will was great. The format and steps were easy to follow.
Reply from Trust & Will2026-04-15
Hi Bruce,
Thank you so much for the kind words! We're really glad to hear the format and steps felt easy to follow — that's something we put a lot of thought into, so it's wonderful to know it made a difference in your experience. We truly appreciate you taking the time to share this!
Warmly,
Madilyn, Team Trust & Will
I was a little worried about doing my will. Will &Trust made the process so easy. Anytime I had a question or wasn’t sure about something they were always there to help me. It was really easy to do my will and trust. If you’re not iusure about what to do go on their website you will not be disappointed!😊
Reply from Trust & Will2026-04-17
Hello Sandy,
Thank you for sharing your experience! We understand that creating a will and trust can feel overwhelming at first, so it’s great to hear that the process felt easy and supported every step of the way.
Our goal is to make estate planning as clear and accessible as possible, and we’re always here to help whenever questions come up. We truly appreciate you taking the time to share your feedback. It means a lot!
Warm regards,
Lisa S. | Trust & Will Member Support Specialist
Trust & Will is a great one stop shop for me to have prepared both, power of attorney, health directives, outline of assets, certification of trust after years of dreading to do so. So, much was explained throughout the online process that I learned all the more best approaches to securing my legacy. It was so convenient to be able to verify about what each type: Will and/or Trust affords in the event of death or there before by using the roll through of various related subtopics in order to complete or ignore a recommended document until more clarification/legal or not can be offered. After having all documents completed, I downloaded them / reviewed them / made needed changes, saved— and downloaded for on the spot notarization and two witnesses (via Yelp). The documents are secured now, and I have a renewed peace of mind. — The services are reasonably priced.
Reply from Trust & Will2026-04-13
Hi Carlos,
Thank you for sharing your experience! We’re so glad we could make the process easier and help you feel more confident about securing your legacy. We appreciate you taking the time to share your experience.
Jennifer V | Member Support Specialist
My sister and I are appointed co-executors of my late father’s estate/will in Mar 2023. We have been working with Derek(probate specialist) and Andre(attorney thru T&W). At first things were slow and Derek said they had a “new to t&w” atty. for us to work with. Their communication didn’t involve both of us many times despite Derek saying he’d include us both and it’s not an issue. We even asked if there had to be a single executor but he said he can accommodate us both and that we’d both get exact same correspondence. He sent an email which was only sent to one of us stating they were closing our account if we didn’t reply in a months time Feb 10. It went to my sister’s spam folder and we just realized it mere days later and I emailed Derek immediately. His response was, “we didn’t receive contact by March 12th and closed your case, wish you best of luck”. All I wanted was communication to both of us so we can get my dear father’s case resolved. My father’s case was as simple as they get, had a good will and no objections by any heirs involved and he didn’t have a business, etc., EASIEST OF EASY CASE. We chose the lawyer option so that things go as smoothly as possible as both executors are very busy, I’m going thru a messy divorce and my sister battling debilitating health issues while obtaining her masters degree. You’d think that’d matter, just a little but, no. They have washed their hands of us “trouble makers” now. They got our money, on to the next, right? You’d think they’d want to save face, especially knowing the attorney they appointed us was new to the court district(term unsure) and sucks with effective communication, sure has plenty of time to do YouTube videos but can’t give us the right person’s papers. Example:Upon sending one document to my sister he put my father’s cover letter with some other parties info/papers attached to it. Then he didn’t resend the correct info. I emailed Derek several times with no clear answers after his Oct 2024 email to me stating that he “thinks” we’re on the home stretch and things are almost complete. I tried several times to use the website’s chat function but to no avail. Best of luck? What are we supposed to do now, they have all our information and released back to us nothing. I would think they’d would at least provide us the packet with what has been done, what still needs to be done and court documents.
I wouldn’t use this company if my life depended on it and this conduct, especially with such sensitive legal matter is utterly reprehensible. No excuse, especially when they know, if they bother to look, I wasn’t sent the cancellation email, an executor to the will. I know in absolute certainty that I didn’t get a cancellation email, woulda responded immediately. I wasn’t sent half the emails. Also, T&W has both our phone numbers and that is usually a better way to reach someone when something as serious as this is about to occur. No call either. No attempt at meaningful contact, just best of luck, huh? We wish to get this completed as we are essentially stranded and owe taxes on the estate with no way of knowing how(I’m out of state). Stated in my email to Derek that we still wish to get this done and I would put aside differences up until now to constructively get this done. Trust & Will, it’s in your court now, so to speak. Doubt they’ll do anything though.
Reply from Trust & Will2026-04-10
Hi Charles,
Thank you for taking the time to share your feedback, and we sincerely apologize for the frustration you experienced. This is never the experience we want for our members, and we take your concerns seriously. A member of our team has since reached out to you directly to discuss your case and the next steps moving forward. We look forward to connecting and making this right. Thank you for giving us the opportunity to do so.
Kindly,
Alex | Trust & Will Team
