One Package.
Complete Protection.
With the Complete Estate Planning Package, you get a step-by-step system to organize your life—digitally and physically—so everything your loved ones need is in one secure place.
What your complete package includes
control
Choose who can access your estate documents—and what they can do.
We guide you through assigning trusted individuals to your account, whether it’s a spouse, child, sibling, or advisor.
You stay in full control, deciding who can view information, make updates, or manage specific parts of your plan at any time.
Document
Build your complete end-of-life plan—step by step.
We guide you through the entire process, making it easy to organize everything your family will need. Work at your own pace as you document financial accounts, insurance, and your final wishes.
You’ll also have access to on-demand guidance in the Planning Center, so you can make confident decisions every step of the way.
Co-manage
Share Your Plan with a Co-Owner
Add a spouse, partner, or trusted family member to co-manage your account. Each person has their own dedicated information, while working together in one shared plan.
Unlimited Uploads
Upload copies of important documents so your loved ones never have to search for the files they need. Store tax records, bank statements, titles, insurance policies, wills, marriage licenses, birth certificates, military service records, personal notes, and more. (Files up to 40MB each).
Secure, encryption
Your privacy is our top priority. Store and share your records and wishes with the confidence of industry-leading security features.
Estate Planning
There's no better time than now - get started
Our guided online platform makes creating or updating your will or trust
simple and straightforward—completely on your own schedule.
Create your trust & will.
A trust lets you protect and transfer your assets efficiently, keeping your loved ones out of probate court.
Trusted by homeowners
Includes all Will documents
Effective immediately while you’re living
Store your documents.
Our online digital vault securely stores all your important—and less critical—documents, giving you full control over who can access them.
Easy, quick access available 24/7
Full control to manage individual user access
Secure storage for documents and end-of-life plans
Our Support
Helping you every step of the way.
Support that grows with you
Expert tools created by legal professionals, designed to help you handle the details confidently—no matter where life takes you.
Guidance you can rely on
We simplify estate planning into manageable steps and provide member support, proactive updates, and expert resources as your life evolves.
Affordable now, valuable forever
Start your estate plan without breaking the bank, and maintain it easily over time.
Security you can trust
Bank-level encryption and secure sharing keep your important documents protected—accessible when you need them most.
Protecting Information
It’s more than organizing paperwork.
It’s about protecting your most valuable information, documents, logins and passwords while leaving your family a road map with everything they need when they’ll need it most.
With a vault...
Important information is never scattered, lost, or overlooked when it matters most.
Whether you’re preparing for a trip or building your full estate plan over time, you can start quickly and update as you go.
Life changes—and your plan should too. Easily edit and add information anytime with 24/7 access.
This isn’t just documents. It’s everything your family needs to know—final wishes, digital accounts, pet care, and more.
Paperwork can be misplaced, damaged, or destroyed. A secure digital archive keeps everything safe from life’s unexpected events.
Your information is encrypted and protected. Only you and the people you authorize can access it—no one else.
Decide who sees what—and when. Share information on your terms, not all at once.
No matter where your family lives, they can instantly access what they need—when they need it.
Get simple, helpful resources to make confident decisions as you build your plan.
Know everything is organized, protected, and ready—so your family isn’t left guessing.
Bundle & save on all items
Receive a complimentary estate planning binder shipped directly to you
complete package
A fully guided, all-in-one estate planning system—digital + physical
$999
Complete Will & Living Trust
Avoid probate & protect assets
Name guardians, executors & beneficiaries
Secure digital document vault
Printed Blue Binder shipped to you
Lifetime updates & easy changes
One-time payment, lifetime access
Testimonials
Smart estate planning.
Real peace of mind.
"Getting everything set up was easier than we expected—and gave us real peace of mind."
Rachel
Member since 2021
"I kept putting it off for years. This made it simple to finally get it done."
David
Member since 2019
"Knowing our family is protected brings a sense of relief we didn’t have before."
Stephanie
Member since 2022
The gold standard in online estate planning and settlement.
FAQs
Our Most FAQs
How long does the process take?
Many users complete their estate plans in as little as 30 minutes. Your progress is saved automatically, so you can pause and resume anytime.
Is this legal?
All of our estate plans are created by attorneys and customized by you. Each plan is legally valid, state-specific, and designed to meet your needs. To make your plan legally binding, simply sign and notarize the documents after receiving or downloading them. Visit our Learn Center to get more details on online Wills, witness requirements, and notarization.
I lost someone I love. Now what?
We’re deeply sorry for your loss. We’re here to help you navigate the next steps. Start by obtaining legal documentation of the death and notifying the necessary parties. Use this checklist to guide you through managing this difficult time.
Is my information secure?
At Trust & Will, your personal information is protected with bank-level encryption. We take security seriously and will never sell or share your data without your consent.
Are payment plans available?
Yes! Both our Will Plan and Trust Plan offer flexible payment options, making estate planning affordable and accessible for everyone.