Trust And Will Reviews

The pricing structure for Trustandwill.com is straightforward and tailored to different needs. For individuals, creating a trust starts at $499, while a will is priced at $199. Couples can opt for a trust at $599 and a will at $299. The first year of membership, which allows for updates to the documents, is included in these prices. After the first year, an annual membership fee of $39 is applicable for continued access to document changes. For those seeking additional guidance, attorney support is available for an extra $300. For more comprehensive estate management, probate support starts at $1999. Payment plans are available to make these services more accessible.

Among the popular products and services offered by Trustandwill.com, the Trust-based estate plan and the Will-based estate plan are highly sought after. The Trust-based plan includes a Revocable Living Trust, Schedule of Assets, Pour Over Will, and other essential documents to help avoid probate court. The Will-based plan provides a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney, ensuring that users' end-of-life wishes are documented and legally binding. Both plans come with a step-by-step guide for ease of use, and the platform offers unlimited chat and technical support to assist users through the process. Additionally, Trustandwill.com provides probate support services, which are tailored to the unique needs of the estate, starting at a competitive price point.

Trustandwill.com provides flexible payment options to make estate planning services accessible. Customers can choose a payment plan through Klarna at checkout, allowing them to pay a portion of their estate plan's total cost upfront and the remaining balance in three equal payments, scheduled two weeks apart. This approach ensures that customers can cover the full cost without immediate financial strain. Additionally, for ongoing access to document changes, an annual membership fee is applicable after the first year, which is automatically renewed using the payment method on file.

Trustandwill.com offers a 30-Day Satisfaction Guarantee for their products and services. If a customer is unsatisfied, they can contact the support team within 30 days of purchase to request a refund. The refund policy covers all estate planning documents, but if services such as attorney support or notary have been utilized, a portion of the purchase price may be withheld. For shipping, the first request for physical documents is complimentary, and subsequent copies incur a fee—$25 for Will-based plans and $35 for Trust-based plans. There's no limit to the number of shipping requests, and customers also have the option for unlimited downloads to print documents at home. Documents typically arrive within five business days when shipped.

The benefits of using Trustandwill.com include state-specific legal documents such as Wills and Trusts, healthcare directives, and power of attorney designations. Users can download or have documents shipped for free with notarization instructions tailored to their state. The platform is known for its user-friendly interface and educational content to guide users through estate planning. Additionally, it offers a money-back guarantee and customer support rated highly for satisfaction. For those requiring legal advice, attorney support is available, providing services like document review and advice on tax consequences and future liabilities.