The Planned Giving Platform vs Trust & Will

The Planned Giving Platform has no write-up on Specifiction yet; its figures are above.

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.