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Trust & Will Partnership

Secure your family's future with an estate plan.

Get 20% off an estate plan. We partnered with Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.

Young mother with baby on table.
Benefits of Trust & Will

The Benefits Are Clear

  • Affordable services: Members save 20% off any estate plan and get the first shipment of documents for free.
  • Expert support: Their team of experts is available to help if you have any questions along the way.
  • Easy and convenient: Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
  • Built by attorneys, customized by you: State-specific, legally-valid documents that are customizable to meet your family’s needs.
Trust & Will Find Your Plan

Which Estate Plan is right for you?

Take this short quiz from Trust & Will to find out.

Trust & Will Frequently Asked Questions

What is the difference between a Will and a Trust?

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Wills and Trusts have a lot of overlap, but also a lot of differences.

Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a Will does come with some drawbacks: a Will offers more limited control over the distribution of assets and often must go through a probate process after death.

Like a Will, a Trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the Trust, so you will need to transfer assets to the Trust. This makes a Trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a Trust.

Both are ways to say who will receive your assets - Each has different ways of distributing those assets, as well as different advantages and disadvantages.

You can learn more about Trusts and Wills here!

How long will it take to complete a Will or Trust?

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Most people complete a Will in 15 minutes, and a Trust in about 20 minutes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!

Is Trust & Will a law firm?

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We are not a law firm, and we are not a substitute for a lawyer or a law firm. We cannot give legal advice, guidance, or services. No attorney-client relationship is formed by any interactions with us and information provided to us is not protected by the attorney-client privilege.tes. All your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!

Is an online estate plan right for everyone?

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Yes! Online Estate Planning offers the same level of validity and function as its traditional counterpart, with added advantages (such as affordability and accessibility). By leveraging advanced technology alongside exceptional customer support, their services ensure a smooth experience from start to finish, simplifying estate planning for everyone. Trust & Will is the trusted estate planning partner of 100+ financial institutions across the US.

Trust & Will Youtube Channel

Want to Learn More About Estate Planning?

Check out the Trust & Will YouTube channel for some great informational videos.

Disclaimer: Trust & Will is offering 20% off the initial purchase of an estate plan. No promo code is required; the discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren’t eligible for a discount.