Attorney-designed plans—tailored to fit your life.
Includes a Trust and Will.
Not sure what's inside an estate plan? Review the protections we've built to secure your legacy.
Trust
Your complete plan to protect and transfer your assets—without the delays of probate.
A Trust helps your loved ones avoid unnecessary time, costs, and court involvement.
Everything you need, all in one place—including the documents below.
included
Revocable Living Trust
The foundation of your estate plan—giving you control over how your assets are managed, used, and distributed during your lifetime and after.
Schedule of Assets
A clear list of the assets held in your Trust and governed by its terms—easily updated as you add or remove assets over time.
Certification of Trust
Share this document with third parties instead of the full Trust. It summarizes the Trust’s key provisions without disclosing other personal information.
Last Will & Testament (Pour Over Will)
Your final wishes for your dependents and arrangements, including the specific details outlined in your Trust.
HIPAA Authorization
Authorizes designated individuals to access your protected health information for specific purposes.
Living Will
Outline your healthcare and medical treatment preferences to guide decisions if you are ever unable to make them.
Power of Attorney
Designate an agent to handle your personal, financial, and medical affairs if you are unavailable or incapacitated.
Will
Cover the essentials—who will care for your children and what happens to your assets.
Get the core pieces of an estate plan, including clear instructions for your healthcare wishes and final arrangements.
Create customized, state-specific documents that reflect your decisions—all in one place, including the documents below.
included
Last Will & Testament
Your final wishes for your possessions, dependents, and arrangements.
HIPAA Authorization
Authorizes trusted individuals to receive your protected health information for specified purposes.
Living Will
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.
Power of Attorney
Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.
Working Together
Why a trust and a will?
Having both a Trust and a Will ensures your estate is fully protected. A Trust lets you manage and distribute assets efficiently during your lifetime and after, avoiding probate and maintaining privacy. A Will complements it by covering any assets not included in the Trust and naming guardians for your children.
Together, they create a complete plan, giving you peace of mind that your wishes will be carried out exactly as intended.
Without a trust...
Your assets may go through probate, which can be time-consuming and costly.
Beneficiaries might not receive assets on your schedule—you lose control over timing.
Privacy is limited, as probate records are public.
There’s less protection for minor children or those who may need long-term financial oversight.
Without a will...
The state decides how your assets are distributed, which may not match your wishes.
Guardians for minor children won’t be legally designated, leaving decisions to the court.
Loved ones may face confusion, delays, or legal disputes.
Special wishes, like charitable gifts or personal keepsakes, may not be honored.
Select your plan
Which plan fits your needs?
Review your options here
document Vault
Essential to safely store critical &
life-saving documents for easy access
$249
Unlimited digital document uploads
Flexible access for authorized users
Secure, encrypted account
Control account co-owners
24/7 account accessibility
One-single payment, lifetime access
Save documents, passwords, end-of-life plans
MOST POPULAR
will & trust plan
A complete estate plan with essential documents for asset and probate protection
$699
Avoid probate completely
Appoint executors & guardians
Name beneficiaries & successors
Keep estate details confidential
Manage your wealth transfer your way
Protect your assets & finances
Document your final wishes
Lifetime changes & plan updates
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.