Fast. Professional. Caring.
From the outset, I knew I needed a set of quick, professional documents to replace the rather complicated plan created when I had small children. Trust & Will’s on-boarding was effortless, and enabled me to account for my assets, medical directives, and estate plans in a one-and-done manner. I reviewed the documents with a peer, had them notarized, and was finished in a day. Interestingly, the process was so easy and inexpensive, I have (literally) sat with three friends and helped them complete their plans, as well. Why am I writing this? Because, yesterday, I got a follow-up from the company. I had neglected to check a box in my account that stated I had completed signing my paperwork, and they were concerned I had forgotten. I don’t care if the follow-up was personal or an algorithm: It showed care. It showed concern. And that’s why Trust & Will has EARNED this review.