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.
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.
What a great experience .The support I got from Lisa was awesome. I felt like I was talking with friend. She was so helpful. I recommend Trust & Will to everyone.
Reply from Trust & Will2025-11-10
Hi Donna,
It was a true pleasure speaking with you, and I’m glad our conversation felt comfortable and friendly; that means a lot to me. 💙
We’re grateful for your recommendation and so happy you had a great experience with Trust & Will. If you ever need anything in the future or have questions about your documents, we're always here to help.
The help i received from Savannah Crumpler! what a great employee, she made my situation so easy to complete. trust & will is lucky to have her as an employee!
Reply from Trust & Will2025-11-06
Hi Steven,
Thank you so much for taking the time to share your kind words!
We are thrilled to hear that Savannah was able to make your experience smooth and easy. We totally agree, she’s a wonderful part of our team.
We appreciate your feedback and are grateful you chose Trust & Will to support you with your estate planning.
Tesha, Team Trust & Will
I started to provide my will information after paying the appropriate fee. I was able to input 6-7 accounts and respective information. Then things took a turn for the worse. The app(workflow) ended the account setup section and required me to proceed to the Guardian section. I was unable to return to the accounts section even with help from the chatbot followed by a chat person. Not a seamless experience. I gave up and requested a refund of my payment for the will preparation.
One good thing - the chat person made the refund easy.
Reply from Trust & Will2025-11-05
Hi Leonard,
Thank you for sharing your feedback. I’m so sorry to hear about the trouble you experienced while setting up your Will. That’s not the seamless experience we aim to provide, and your feedback is incredibly helpful as we continue improving our workflow.
I’ll be reaching out to you directly by phone and email to connect and learn more about what happened. We truly appreciate your time and the chance to make this right.
Kindly,
Alex | Trust & Will Team
I so appreciate how easy and user-friendly the folks at Trust & Will have made this process. I have been dreading and putting off creating a trust and will for a looong time! Was just able to knock out the basics of a trust which I can go back and add to later in about 20 min.
Reply from Trust & Will2025-10-29
Hi KS,
Thank you so much for sharing your experience! We’re delighted to hear that the Estate Planning process felt easy and straightforward. We’re here to support you every step of the way as you finalize your Estate Plan. We truly appreciate you being a Member!
Warmly,
Madilyn | Team Trust & Will
I LOVE THESE PEOPLE!
My husband died unexpectedly and I have heart failure due to unforseen circumstances. We have a 20 year old son and I came across this wonderful solution to protecting our hard earned belongings from in-laws for our son. They are kind, their attorney support is superb, so wonderful I am paying for two years. Everything is explained, they are patient, professional and DO NOT make you wait five years for your trust to go active like my poor neighbor says her did. Once your trust is signed it is active!!! Thank you Thank you Thank you. Grateful for good people!
Reply from Trust & Will2025-10-27
Hi Dedrianne,
Thank you so much for sharing your story and for your incredibly kind words. We are deeply sorry for your loss and for everything you’ve been through, and we’re truly honored that you chose us to help you and your son protect what matters most.
It means the world to our entire team to know that our work brought you clarity and peace of mind during such a difficult time. We’ll be sure to share your feedback with our attorneys and support staff — they’ll be touched to know they made a difference.
We’re grateful for your trust, your generosity in sharing your experience, and for allowing us to be part of your family’s planning journey. Please don’t hesitate to reach out anytime — we’re always here for you!
Fantastic support via chat agent and handoff to human support. Graciously accommodated adjusting an error on our side earning our loyalty and goodwill for their no-brainer of financial legacy products.
Reply from Trust & Will2025-10-20
Hi Alf,
Thank you so much for the 5-star review! We're truly grateful you took the time to share your experience. It's great to hear that everything went smoothly and your issue was resolved. If there's ever anything you need in the future, please don't hesitate to reach out. We're here to help!
Kindly,
Michelle | Team Trust & Will
Impossible to get any live person on the phone to discuss the trust I paid a lot of money for. Called several times. Had to leave messages so they can call back at their convenience instead of your (my convenience). Can only chat with an AI bot to get anything done and that's a mess. Finally sent another email indicating how unhappy I was with the service and was told they will cancel and refund my money. I guess doing legal documents online that are this important, isn't such a great idea after all. All they had to do was answer the phone for a simple question and that would've taken care of it. Instead, 2.5 weeks later, that's it. What a colossal waste of my time and energy. I would NOT recommend this company for anything whatsoever. Remember, their lawyers and ONLY care about billable hours and how much money they can make. This is proof of that. Don't kid yourself thinking any attorney is concerned about you at all. Remember, they have to pay a lot of money for advertising.
Reply from Trust & Will2025-10-16
Hi Greg,
We’re truly sorry to hear about your experience. We completely understand how frustrating this must have been, especially after putting so much time and trust into the process. That’s never the experience we want for our members.
I don’t have your contact information, otherwise I’d reach out directly, but we’d really appreciate the chance to make things right and turn this around for you. Please reach out to us at [email protected] so we can personally help and make sure you’re taken care of.
Looking forward to connecting,
Alex | Trust & Will Team
I’m in my 30s and realized I didn’t have anything in place to care for my wife and kids if something unexpected happened to me. I was nervous about the logistics, time, and cost of setting up a trust or will—and honestly wasn’t even sure what the process involved.
But Trust & Will was incredible. It made everything simple, clear, and surprisingly quick. The customer service was amazing, especially Lisa S., who went above and beyond to help me. And the best part—the whole process was very affordable.
If I could do it, so can you.
Reply from Trust & Will2025-10-17
Hi Brad,
Thanks so much for sharing your experience! We’re thrilled to hear that the process was simple and affordable for you, and we’re especially glad that Lisa could make things even easier. We’re honored to help you protect your loved ones! 💙
Our team is here to assist you if you need us.
Team Trust & Will
Easy to use and helpful support. I got my brother to use the service too.
Reply from Trust & Will2025-10-14
Thanks for the 5 Star Review! We are glad you found Trust & Will easy to use and the support we offer helpful! If you or your brother ever need anything, we are just a click away!
Thanks,
Ash, Team Trust & Will
Our experience was great. It costs 300.00 took us about 2 hours to go thru all the documents. Just need to go to bank and get notarized. I feel so much better with a peace of mind, huge stresser off my back.
I trust and will spread the word to family and friends. Thank you
Reply from Trust & Will2025-10-13
Hi Shannon,
Thank you so much for the 5 star review!
We're so glad you were able to get everything completed and now have peace of mind that your estate plan is in place! Thank you for sharing your experience with us and with others!
Please don't hesitate to reach out should anything else come up that we may assist you with!
Kindly,
Hilary, Team Trust & Will
Very unhappy. A waste of time and money. The initial $400 only starts the meter running, doesn't actually produce any final product. Information required before completing anything is not explained before the "meter" starts. I tried to form a family trust; I lead a very busy lifestyle; collecting all the information necessary took time; when I finally got back to continue the process, I found the initial $400 only gives you the privilege of using T&W's website, which only wants to charge you more to actually complete any steps. I call this a bait and switch and making things so complicated and slow that ensures no refund; 30 days is not enough time to figure things out, especially for busy people like me. I want to complain to whatever authorities have jurisdiction, but I don't know who that is.
Reply from Trust & Will2025-10-07
Hi Chuck,
I’m truly sorry for the frustration you’ve experienced. This is not the kind of experience we ever want for our members, and I understand how upsetting it must have been to see that you needed to pay more for updates after the first 30 days.
I’d really like to help make this right for you. I just left you a brief voicemail and sent a follow-up email, and I'm looking forward to connecting with you to resolve this as soon as possible.
Thank you for taking the time to share your feedback — it helps us do better.
Best,
Alex | Trust & Will Team
My husband & I aren't getting any younger, and so I decided it was time to take a serious look at a Will & a Trust. As it turned out, my bank app has a tab/hyperlink to the Trust&Will site. There was some verbiage about a discount if I used the link, so that made the decision easy. However, once I purchased the Trust, the discount was not applied, and I was charged the full amount.
I contacted CS and Taylor responded. I sent Taylor the screenshot and was refunded the difference. I didn't have to ask. It was proactively done. Taylor helped me with questions (like how to enter information correctly in the Trust app, and recognized that there were in fact a few glitches in the app and explained that this would be shared with their tech department.
If I have a problem or concerns that are addressed proactively; without having to involve upper management, threaten, or cajole; then we’re pretty much gonna be friends. I greatly appreciate that Taylor made this easy for me!
Reply from Trust & Will2025-09-30
Hi there T,
Thank you so much for the 5 star review! We're so glad we were able to help you get everything straightened out and we hope you now have peace of mind that your documents are complete.
Please don't hesitate to reach out should anything else come up that we may assist you with; we're here to help!
Kindly,
Hilary, Team Trust & Will
Kudos to Savannah of the Member Support Team! I fouled up on my original will application and this young lady set things straight with professinalism and extreme courtesy. Congrats to Trust & Will.
Reply from Trust & Will2025-09-29
Hi Don,
Thank you for the wonderful 5 star review! I'm so glad Savannah was able to assist you and get everything straightened out to complete your documents. We're thrilled to know you now have peace of mind that your documents are completed.
Please don't hesitate to reach out should anything else come up that we may assist you with!
Kindly,
Hilary, Team Trust & Will
I was able to make a will quickly and got all my questions answered by the support team. Overall was a good experience and would recommend if you need a will made.
Reply from Trust & Will2025-09-25
Hi there!
Thank you so much for sharing this! We’re thrilled that the process felt efficient and that our support team could answer all your questions. Your recommendation means a lot.
I HAVEN'T USE YOUR PRODUCT AND YOU ARE SKING FOR A REVIEW???? This is wrong
Reply from Trust & Will2025-09-22
Hi Xhemil,
I'm so sorry that you were asked for a review before using our service. I would love to have a chance to make this right, but I cannot find any contact information for you. Would you kindly reach out to our Member Support team via phone, email, or chat? Looking forward to connecting and making this right for you!
Best,
Alex Hall | Trust & Will Member Support
The questions were fantastic...they took care of anything that might pop up.
Thank you trust&will.
Reply from Trust & Will2025-09-18
Hello,
Thank you for the five-star review! We are happy to hear that you found our program easy to use and effective.
Please don't hesitate to reach out if you have any further questions or concerns.
Hi Madsar,
Thank you for your five-star review! We're so glad to know we are hitting the mark and truly appreciate your support!
All our best,
Madilyn, Team Trust & Will
I loved Trust & Will, it was easy, affordable, and thorough. Overall an excellent offering. Local attorneys quoted me $4K to produce the same outcome, and I would have had to do all the same leg work (gathering documents, talking to relatives, making health care decisions). I’m very happy with the value.
Reply from Trust & Will2025-09-11
Hi Miguel,
Thank you for sharing this! We’re so happy to hear the process felt easy and thorough for you, and that you found real value in choosing us. It means so much that you trusted us with something so important.
We are here if you need us.
Team Trust & Will
Trust and Will made it so easy to create a trust for me! I had done a family trust two years ago and then ended up getting a divorce so back to the need for a trust. It is well worth the money with Trust & Will and also signing up for $39 annually to cover any changes - that’s a good price knowing changes will happen over my lifetime. If you go to an attorney you will spend $2-3k and that doesn’t cover changes in the future. Highly recommend Trust & Will. Looks just like what I had from an attorney two years ago for $2500! Thank you!
Reply from Trust & Will2025-09-02
Hi there,
Thank you so much for the 5 star review!
We're thrilled to know you were able to get your documents completed through our service, and that you now have an easy and affordable way to update your documents as life changes occur! We appreciate you taking the time to share your experience with us!
Please don't hesitate to reach out should anything else come up that we may assist you with; we're here to help!
Kindly,
Hilary, Team Trust & Will