FreeWill Free plan 8.4 Visit 
Trust & Will
trustandwill.com
What it is
Trust & Will is an online platform for creating or updating wills, trusts and other estate planning documents. The Will Plan includes a Last Will & Testament, HIPAA Authorization, Living Will and Power of Attorney. The Trust Plan adds a revocable living trust, pour-over will, schedule of assets and certification of trust. Estate plan creation is available through a free option without ongoing membership; the Will Plan starts at $199 and the Trust Plan starts at $499. Optional Attorney Support costs $299 as a flat fee for one year of phone access to a licensed estate planning attorney, with some state exclusions. Members can review documents and track assets in the iOS and Android app, but document editing and plan updates take place on the website. The company says its plans are state-specific and must be signed and notarized after receipt or download to be legally binding. Trust & Will says it is not a law firm and does not provide legal advice; its forms are not a substitute for an attorney.
Spec sheet
- What it does
- Trust & Will provides guided, attorney-approved online wills, trusts, healthcare directives and other state-specific estate-planning documents.Read 15 Oct 2026 · linkedin.com
- Purpose
- Trust & Will provides an online platform for creating or updating wills, trusts, and other estate planning documents.Read 29 Sep 2026 · trustandwill.com
- Support
- The pricing page says customer support is included and available Monday through Friday.Read 29 Sep 2026 · trustandwill.com
- Headquarters
- The Google Play developer listing gives the address as 1111 6th Ave, Suite 550, San Diego, California 92101, United States.Read 15 Oct 2026 · play.google.com
- Founded
- 2017Read 23 Sep 2026 · trustandwill.com
- AI limitation
- The terms warn that automated estate analysis and AI document summaries may contain errors and are not legal review or legal advice.Read 15 Oct 2026 · trustandwill.com
- API and SDK roadmap
- The EstateOS launch announcement says open APIs, MCP and SDKs for enterprise integration were planned for later in 2026.Read 15 Oct 2026 · trustandwill.com
- Attorney support
- Optional Attorney Support provides one-on-one access to a licensed estate planning attorney for one year from purchase.Read 29 Sep 2026 · trustandwill.com
- Canopy Connect integration
- A partnership with Canopy Connect is intended to bring verified life-insurance data into Trust & Will, with additional capabilities planned.Read 15 Oct 2026 · trustandwill.com
- Certifications
- Trust & Will says it has undergone SOC 2 Type II and HIPAA examinations resulting in an independent CPA report and certification.Read 29 Sep 2026 · trustandwill.com
- Company founded
- LinkedIn lists Trust & Will as founded in 2017 and privately held with 51–200 employees.Read 15 Oct 2026 · linkedin.com
- Data deletion
- After an account deletion request, associated information and documents are removed, with security backups finally removed 35 days after the request.Read 29 Sep 2026 · trustandwill.com
- Digital Vault
- Membership provides an encrypted Digital Safe for storing estate plans and other important files with role-based sharing permissions.Read 15 Oct 2026 · trustandwill.com
- Document validity
- The company says plans are state-specific and must be signed and notarized after receipt or download to be legally binding.Read 29 Sep 2026 · trustandwill.com
- Documentation
- The help center contains member, attorney, advisor and nonprofit categories plus articles on funding trusts, documents, account use and the mobile app.Read 15 Oct 2026 · help.trustandwill.com
- Encryption
- The company says stored data uses AES 256-bit encryption and data in transit uses TLS 1.2.Read 29 Sep 2026 · trustandwill.com
- Estate Assistant
- The AI Estate Assistant can use account plan data, beneficiaries, assets and document clauses to answer educational questions, but it is not legal advice.Read 15 Oct 2026 · help.trustandwill.com
- Execution requirement
- The company says legally binding signing and notarization occur in person rather than online.Read 15 Oct 2026 · trustandwill.com
- Funding
- The company’s founding-story page says it closed a Series B funding round raising more than $15 million.Read 15 Oct 2026 · trustandwill.com
- Guided workflow
- Users answer questions about assets, beneficiaries, guardians and wishes, then print, sign and notarize the resulting documents.Read 15 Oct 2026 · trustandwill.com
- HIPAA limitation
- The terms state that Trust & Will is not a HIPAA covered entity or business associate and that its services are not HIPAA-compliant.Read 15 Oct 2026 · trustandwill.com
- Legal company name
- Crunchbase identifies the legal name as Huge Legal Technology Company, Inc.Read 15 Oct 2026 · crunchbase.com
- Legal limitation
- Its terms say the service ends when documents are delivered and Trust & Will is not responsible for notarization, recording or later steps.Read 15 Oct 2026 · trustandwill.com
- Limit: attorney need
- A forum discussion recommends using an estate-planning lawyer for trusts because unique situations may exceed generic online software coverage.Read 15 Oct 2026 · early-retirement.org
- Limit: complex estates
- An independent software comparison says support is limited for advanced tax strategies, unusual family or business arrangements and coordinated multi-jurisdiction planning.Read 15 Oct 2026 · gitnux.org
- Limit: cost and guidance
- App-store complaints describe the service as expensive, insufficiently guided and, in one review, a poor substitute for working with an actual person.Read 15 Oct 2026 · apps.apple.com
- Limit: deed and plan fit
- Recent Trustpilot complaints include difficulty bundling a trust with a deed and uncertainty when a purchased trust plan did not fit the customer’s situation.Read 15 Oct 2026 · trustpilot.com
- Limit: post-death support
- BBB reviewers complain about difficulty reaching a person and lack of help after parents who purchased plans died.Read 15 Oct 2026 · bbb.org
- Membership
- Membership features include ongoing plan edits, digital downloads, document shipping, a Digital Safe, a Plan Strength Score, and an AI assistant.Read 29 Sep 2026 · trustandwill.com
- Mobile app
- The iOS and Android app lets members review documents and add or track assets, while document editing and plan updates are available on the website.Read 29 Sep 2026 · help.trustandwill.com
- Mobile asset capture
- The mobile app lets users photograph, categorize, add, update and remove assets and view their estate documents.Read 15 Oct 2026 · trustandwill.com
- Notable news: EstateOS
- Trust & Will announced EstateOS on January 22, 2026, describing AI summaries, bulk document ingestion and real-time collaboration for professional users.Read 15 Oct 2026 · trustandwill.com
- Notable news: trust company
- A LinkedIn company update dated October 15, 2026 announced launch of a Nevada-chartered Trust & Will Trust Company serving as a professional corporate trustee.Read 15 Oct 2026 · linkedin.com
- Partner integrations
- Trust & Will lists partnerships or integrations involving AARP, Fifth Third Bank, UBS, USAA, LPL Financial, Northwestern Mutual and Wealthbox.Read 15 Oct 2026 · linkedin.com
- Plan updates
- Users can edit their estate plan and download revised documents without an additional update fee.Read 15 Oct 2026 · trustandwill.com
- Praise: ease and support
- Trustpilot reviews repeatedly describe the process as easy or intuitive and praise patient, responsive staff who answer questions.Read 15 Oct 2026 · trustpilot.com
- Praise: mobile convenience
- App-store reviewers praise having plans and documents on mobile, fast will creation and guided help through the process.Read 15 Oct 2026 · apps.apple.com
- Rating on Apple App Store
- 4.8 out of 5 from 140 ratingsRead 15 Oct 2026 · apps.apple.com
- Rating on Google Play
- 4.8 out of 5 from 26 reviewsRead 15 Oct 2026 · play.google.com
- Rating on Trustpilot
- 4.5 out of 5 from 5,871 reviewsRead 15 Oct 2026 · trustpilot.com
- Security controls
- Trust & Will states that it uses 256-bit SSL bank-level encryption and is SOC 2 Type II compliant.Read 15 Oct 2026 · trustandwill.com
- Service limitation
- Trust & Will states it is not a law firm, does not provide legal advice, and its forms are not a substitute for an attorney.Read 29 Sep 2026 · trustandwill.com
- Software restrictions
- The terms prohibit copying, distributing, scraping, reverse access and interference with the service.Read 15 Oct 2026 · trustandwill.com
- Support channels
- Support offers weekday live chat, email responses targeted within 1–3 business days and a 24/7 chatbot; phone support is available to paid members.Read 15 Oct 2026 · help.trustandwill.com
- Trust coverage
- The Trust plan adds a revocable living trust, pour-over will, trust-funding guide, schedule of assets and certification of trust to the will documents.Read 15 Oct 2026 · trustandwill.com
- Trust Plan
- The Trust Plan includes a revocable living trust, pour-over will, HIPAA authorization, living will, power of attorney, schedule of assets, and certification of trust.Read 29 Sep 2026 · trustandwill.com
- Will coverage
- The Will plan covers guardianship, asset distribution, healthcare wishes and final arrangements through a will, HIPAA authorization, living will and power of attorney.Read 15 Oct 2026 · trustandwill.com
- Will Plan
- The Will Plan includes a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney.Read 29 Sep 2026 · trustandwill.com
- Zillow integration
- An optional Zillow Zestimate integration can automatically refresh a real-estate estimate every 24 hours; international properties are unsupported.Read 15 Oct 2026 · help.trustandwill.com
Plans and prices
Basic membership Free Free No ongoing membership fee · plan creation Read 15 Oct 2026 · trustandwill.com
Essentials membership $49 a year $49/year AI assistant · one free document shipment per billing cycle · encrypted Digital Vault · ongoing plan updates Read 15 Oct 2026 · trustandwill.com
Will Plan $199, paid once starting at $199 Last Will & Testament · HIPAA Authorization · Living Will · Power of Attorney · state-specific documents Read 15 Oct 2026 · trustandwill.com
Attorney Support $299, paid once $299 flat fee One year of phone access to a licensed estate planning attorney · Not available in Alaska, Hawaii, Mississippi, Oregon, Louisiana, South Carolina, or Tennessee Read 29 Sep 2026 · trustandwill.com
Attorney support add-on $299 a year + $299 for one year of attorney support Licensed estate-planning attorney guidance Read 15 Oct 2026 · trustandwill.com
Trust Plan $499, paid once starting at $499 Revocable Living Trust · Pour Over Will · HIPAA Authorization · Living Will · Power of Attorney · Schedule of Assets · Certification of Trust Read 15 Oct 2026 · trustandwill.com
Strong points and limits
Strong points
- Free estate plan creation option
- Will and trust document plans are available
- Optional one-year attorney phone access
- Mobile apps support document review and asset tracking
Limits
- Plans require signing and notarizing to be legally binding
- Document editing is website-only
- Attorney Support excludes some states
- The service does not provide legal advice
Who it suits
Trust & Will may suit people seeking online tools to create or update estate planning documents. Those who want to edit plans need to use the website, and those needing legal advice should note the service's stated limitation.
Trust & Will in depth
Read the full write-up
Overview
Trust & Will is an online service for preparing or updating wills, trusts, and related estate-planning documents. It best suits people who want a coordinated set of state-specific documents, with optional ongoing membership or attorney access. Its breadth is useful, but the service prepares forms rather than giving legal advice, and the paperwork still has to be signed and notarized.
Key features
Document bundles
The Will Plan groups a Last Will & Testament with a HIPAA Authorization, Living Will, and Power of Attorney. That makes it a more rounded choice than a will by itself for someone also addressing healthcare and financial decisions. The Trust Plan adds a revocable living trust, pour-over will, schedule of assets, and certification of trust alongside those core documents. It is the better fit when a trust is central to the plan, but costs substantially more than the Will Plan.
Membership and attorney access
Membership features include ongoing plan edits, digital downloads, document shipping, a Digital Safe, a Plan Strength Score, and an AI assistant. The Essentials membership adds personalized plan support, a Digital Safe, a Plan Strength Score, and an advanced AI assistant; it is aimed at people who value continued support and tools after creating a plan. Attorney Support adds one year of phone access to a licensed estate-planning attorney. It is a meaningful option for readers who want direct professional access, but it is not offered in Alaska, Hawaii, Mississippi, Oregon, Louisiana, South Carolina, or Tennessee.
Apps, security, and legal limits
The iOS and Android apps let members review documents and add or track assets, while editing documents and updating a plan require the website. The apps are useful for checking or organizing a plan away from a computer, not for making changes on the go.
Trust & Will says stored data is protected with AES 256-bit encryption and data in transit with TLS 1.2. It also says it has undergone SOC 2 Type II and HIPAA examinations that resulted in an independent CPA report and certification. After an account deletion request, associated information and documents are removed; security backups are removed 35 days later.
Plans are state-specific, and documents must be signed and notarized after receipt or download to become legally binding. Trust & Will is not a law firm and does not provide legal advice, and its forms are not a substitute for an attorney. People who need individualized legal guidance should not treat document preparation as a replacement for counsel.
Pricing
The free Basic membership costs nothing and allows estate-plan creation without an ongoing membership. It is the lowest-commitment way to start, but the free plan does not include ongoing membership.
Essentials membership costs $49 a year ($49/year). It suits people who want personalized plan support, a Digital Safe, a Plan Strength Score, and an advanced AI assistant; the yearly renewal makes it a recurring expense rather than a one-time document purchase.
The Will Plan costs $199 as a one-time purchase (starting at $199) and includes a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney. It is the more affordable document bundle for someone who does not need a trust. The Trust Plan costs $499 as a one-time purchase (starting at $499) and adds trust-specific documents, including a revocable living trust, pour-over will, schedule of assets, and certification of trust. That higher price is justified for readers who need those documents, not those seeking only a will.
Attorney Support costs $299, paid once ($299 flat fee) for one year of phone access to a licensed estate-planning attorney. It can add a direct human resource to a document plan, subject to the state exclusions above. Customer support is included and available Monday through Friday. Trust & Will offers no free trial.
Platforms
Trust & Will runs on the web, Android, and iOS. Mobile apps support document review and asset tracking, while plan edits and updates are handled on the website. The service covers all 50 states, with state-specific plans.
Who it's for
Trust & Will is a sensible fit for individuals or households who want wills or trusts bundled with healthcare and financial documents, and who are prepared to complete the signing and notarization steps. The free plan lowers the barrier to creating an estate plan, while the paid bundles and attorney option let users choose how much document coverage and support they need. It is a weaker fit for anyone who expects the forms themselves to provide legal advice or wants to edit a plan entirely in a mobile app.
Pros and cons
Pros: The Will and Trust plans combine multiple estate-planning documents, so buyers can address related needs in one package.
Pros: A free plan supports estate-plan creation, and the paid options range from a yearly membership to one-time document and attorney-access fees.
Pros: Mobile apps support document review and asset tracking, and the service covers all 50 states.
Cons: Documents are not legally binding until signed and notarized after receipt or download, adding steps beyond online preparation.
Cons: The company does not provide legal advice, so the forms do not replace individualized legal counsel.
Cons: Plan editing and updates are limited to the website, and Attorney Support excludes seven states.
Alternatives
Choose FreeWill if a free web-based option is the priority: its free estate-planning tools include a Last Will & Testament, a California revocable living trust, an Advance Healthcare Directive, and a Financial Power of Attorney. For firms seeking a professional estate-planning suite rather than a consumer document service, WealthCounsel offers a paid package whose membership pricing depends on firm user count and selection.
Rocket Lawyer Estate Planning is another alternative. Quicken WillMaker & Trust is another alternative. EncorEstate Plans is another alternative. LegalWills is another alternative. LegalZoom Estate Planning is another alternative. Vanilla is another alternative.
Browse more options in Estate Planning Software and Legal Forms Software.
Verdict
Trust & Will is a strong choice for people who want a coordinated will or trust package, state-specific documents, and the option to add ongoing membership or attorney phone access. Its clearest reason to choose it is the range of bundled estate-planning documents, including trust-specific paperwork. Look elsewhere if you need legal advice rather than document preparation, or expect to edit your plan from a mobile app.
Verdict
Trust & Will offers several estate-planning document options, with free plan creation and paid document plans. Its forms are not legal advice, and documents require signing and notarization to become legally binding.
Where Specifiction places it
- Planned Giving Software#1 of 208.5
- Estate Planning Software#3 of 248.7
- Legal Forms Software#5 of 298.7
Alternatives to Trust & WillAll alternatives →
FreeWill Free plan 8.4 Visit 
Blackbaud Raiser’s Edge NXT 7.9 Visit