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.
I bought the trust agreement but I had questions that needed answers.
An attorney contacted me and after discussion said that this trust was not a good fit for what I needed. He sent an email to Trust & Will and explained this to them.
They then sent me an email that someone would contact me about canceling the trust. Upon my request, they immediately did cancel and reimburse me for the cost. Very understanding and would use again ina heartbeat.
Reply from Trust & Will2026-01-09
Hi Valarie,
Thank you so much for taking the time to share your experience and for your kind words. We truly appreciate your feedback.
We’re glad our team was able to support you in finding the right solution and to assist promptly with your request. Providing ethical, transparent service is very important to us, and we’re happy to hear that this came through in your experience.
Should you need assistance in the future, we’d be more than happy to help.
Tesha, Team Trust & Will
Hi Patrick,
Thank you so much for leaving us a 5-star review! We are so happy to hear that you found our product easy to use and complete on your own. We truly appreciate you taking the time to share your experience here. Please let us know if there is ever anything we can assist you with in the future!
Kindly,
Alex | Trust & Will Member Support Team
Everyone was very helpful and polite. I would highly recommend them.
Reply from Trust & Will2026-01-06
Hi there,
Thank you so much for leaving us a review! I'm happy to hear that everyone was helpful and polite with any assistance you needed. We're always striving to provide the best service we can!
Thank you again for being a member of Trust & Will!
Warmly,
Anamarie, Team Trust & Will
The process of a estate planning can often be complex, but Trust and Will significantly streamlined the experience making it both straightforward and efficient. I would highly recommend their services,which also offers an exceptional value.
Reply from Trust & Will2026-01-06
Hi Adrienne,
Thank you so much for the 5 star review!
We're so happy to know that you found value in our service, and that we were able to streamline the estate planning process for you!
Thank you for taking the time to share your feedback with us, and please don't hesitate to reach out should anything come up that we may assist you with!
Kindly,
Hilary, Team Trust & Will
Very user friendly the platform is as well as how clear the instructions were delivered
Reply from Trust & Will2026-01-05
Hi there,
Thank you so much for the 5 star review! We're thrilled to know you found the platform user friendly and that you were able to complete your documents easily!
Please don't hesitate to reach out if there's anything we can do to assist you; we're here to help!
Kindly,
Hilary, Team Trust & Will
Excellent way to create a Will for both myself and my husband. Excellent support along the way especially with their agent Ash B. She was wonderful answering all my questions clearly and patiently. I would recommend using this company, especially because of the questions and help received through Ash B. Also a very cost effective way to create a Will.
Reply from Trust & Will2026-01-05
Hi Carol,
Thank you so much for the 5 Star Review! I'm so glad I was able to help you with all of your questions and that you feel Trust & Will is a cost effective way to create your will.
Feel free to reach out if we can ever help you with anything else - we are just a click away!
Thanks,
Ash, Team Trust & Will
Hi there,
Thanks for sharing your feedback, but I'm so sorry to hear that you were dismissed from the chat. That is not the experience we want for any member, and we understand how frustrating that must have felt.
If you reached out during the holiday, our live team may have been offline, and you may have seen an automated message letting you know we were unavailable and would follow up by email. We’d really like the chance to look into what happened and help make this right though! Since we don’t have your details from this review, we’ve requested your contact information through Trustpilot. If you’re willing, please reply there so we can connect and assist you directly.
In the meantime, our friendly Member Support team is always happy to help by chat, email, or phone (whichever is easiest for you)! We truly appreciate the opportunity to turn this experience around.
Kindly,
Alex | Trust & Will Member Support Team
Overall, the process of creating our trust through Trust & Will was fairly straightforward, and the interface is generally easy to understand and navigate. Most of the steps were intuitive, and the platform did a good job of guiding us through.
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The most confusing and somewhat frustrating part was figuring out how to go about transferring our real estate into the trust. Based on the information provided, it appeared that we needed to engage an attorney to assist with the quitclaim deed process, so we paid the additional $299 for attorney support.
Unfortunately, after speaking with the attorney, we were told that Trust & Will actually offers a separate service specifically for handling this and that we should use that instead.
In hindsight, we should have paid for that service instead of the attorney support, as the attorney did not assist us with the deed transfer process at all. Perhaps we missed this somewhere on the website, but clearer guidance about how to go about this would have saved us time and money.
Reply from Trust & Will2025-12-31
Hi Alicia,
Thank you so much for taking the time to leave a review and share your feedback. We’re really glad to hear the overall Trust-building process felt straightforward and easy to navigate.
We’re truly sorry for the confusion around transferring real estate into your trust and for the frustration this caused, especially after you purchased Attorney Support expecting it would cover deed transfer assistance. Your insights on this are helpful, and we agree that clearer direction around when to use Attorney Support vs. the separate deed transfer service could save members time and unnecessary cost. I will be sharing this feedback with the team.
Please know that our friendly Member Support team is always happy to help answer questions and point you in the right direction. You can reach us by phone, email, or chat, and you’ll find our hours and contact info right in the Support tab of your account.
Thank you again for your honest review and feedback. We truly appreciate it.
Best,
Alex | Trust & Will Member Support Team
Meaghan was great at handling any questions and processes for which I needed assistance. Thank you so much.
Reply from Trust & Will2025-12-31
Hi John,
Thank you for your kind words! We're delighted to hear that Meaghan provided helpful assistance with your questions and processes. We appreciate your feedback and are glad we could support you.
Please don't hesitate to reach out. We're happy to help!
Best,
Brittani, Team Trust & Will
Hi James,
Thanks for the 5 star review! We're glad to hear you found it easy to create your documents with us! Thanks for taking the time to share your feedback!
Kindly,
Hilary, Team Trust & Will
Great service; easy to follow process. Feels great to have - finally! - finished this important work for our family.
Reply from Trust & Will2025-12-18
Hi Michael,
Thanks for the 5 Star Review! We are glad you found Trust & Will to be easy to follow, and congrats on having your estate plan all set up!
Feel free to reach out if you need anything!
Thanks,
Ash, Team Trust & Will
Easy to follow instructions and covered all aspects from disbursement, health directive, power of attorney, to funeral or cremation. FAQ answered my question regarding how to list specific instructions.
Hi Donald,
Thank you for the 5 star review! We're so happy to hear that our system met your needs and was easy to use! Thanks for taking the time to tell us about your experience!
Please don't hesitate to reach out if anything comes up that we may assist you with!
Kindly,
Hilary, Team Trust & Will
I recently had some problems with my email. Ashley was very helpful in resolving this issue, as it affected my membership. I can't say enough how prompt she was in responding to my email, on a Sunday no less! I will continue to be a satisfied customer. Thanks again!
Reply from Trust & Will2025-12-04
Hi Scott,
Thanks for the 5-Star review! I am so glad I was able to assist with getting you all set up with your account! We are honored to have you as a member.
Feel free to reach out if you need anything!
Thanks,
Ashley, Team Trust & Will
The templates are great. I’m still trying to figure out how and where I put my insurance thing. And I need help in how to link other documents
Reply from Trust & Will2025-11-30
Hi Audrey,
Thank you for the 5 star review; we're happy to hear you're satisfied with the process so far! Please feel free to reach out to us at [email protected] and we'll be happy to assist you with adding in documents and listing your insurance!
We look forward to speaking with you soon!
Kindly,
Hilary, Team Trust & Will
Hi Debora,
Thanks for the 5 Star Review! We are glad you found everything easy to fill out!
Feel free to reach out if you need anything. We are here to help!
Thanks,
Ash, Team Trust & Will
Security heads up! I have logged out many times but when I pull up their website (I did NOT save my login) it lets me in without a password. I tried changing my password, same thing. Not sure this is secure.
Yes steps are easy but you can NOT add your thoughts, opinions, change any of the errors at the end that might come up based on their very limited questioning. Questions are answered by AI and online chat person did not address my concerns but they did sell their "if you want any changes you can pay for our attorneys..." Our will was SUPER EASY Disappointed I believed all these reviews. UPDATE they wrote they are happy to help but get this....there are errors in the final document that I CAN"T CHANGE. There are assumptions made and added to the will that I CAN"T CHANGE. The final document is not usable unless.....shocking!....I pay a few hundred for their attorney's to help me. I read their reply below and contacted them and they did not help at all, just tried to sell me on paying their attorneys.
Reply from Trust & Will2025-11-24
Hi there,
Thank you for sharing your feedback. I’m really sorry to hear that your experience did not meet expectations. We want our tools to feel both simple and supportive, and I apologize that the guidance you received did not address your concerns.
Please know that our friendly Member Support team is always happy to assist with any questions or clarifications as you move through the process. We can be contacted via email, chat, or phone! You never have to navigate things alone, and I would love the opportunity to turn your experience around for the better if possible.
Trustpilot will send you an email asking for more details so we can locate your account. If you’re willing to reply, I’d be grateful for the opportunity to connect directly and make things right.
Kindly,
Alex | Trust & Will Team
You service staff has been extremely helpful. However the process is hard to execute. I am still struggling...
Reply from Trust & Will2025-11-14
Hi Carlos,
Thank you for your feedback and for the kind words about our support team. We’re really glad to hear that our team has been so helpful, but I’m sorry to hear the process has still been challenging for you. That’s not the experience we want you to have.
I am reaching out to you directly by phone and email so we can go over anything that still feels confusing and make sure you get the support you need. We truly appreciate your honesty and the chance to improve.
Warm Regards,
Alex | Trust & Will Team
I was on the process of creating my Estate couples trust and Tesha who I spoke on the phone was very kind in answering all my questions about creating my trust and its process. She is very professional and knowledgeable in answering all my questions. Thank you and I appreciate the great customer service I received. Charlie
Reply from Trust & Will2025-11-13
Hi Charlie,
Thank you so much for the 5-star review! We’re thrilled to hear that you had a great experience and that Tesha was able to provide excellent service and answer all your questions. We’ll be sure to share your kind words with her—it will make her day! We truly appreciate your support and look forward to serving you again soon.
Kel, Team Trust & Will
