Trust and Will Review 2023 (Create an Online Will)

Trust And Will

Are you a business owner looking for ways to protect your assets and pass them down to future generations?

Or maybe you’re an estate planner searching for the most cost-effective and efficient way to create legally binding wills for your clients.

If so, we’ve prepared a review of the Trust and Will platform! This powerful online will creation platform helps you navigate the complex process of creating accurate documents that ensure your assets are adequately cared for, even after death.

With up-to-date legalities surrounding trust formation and will writing at your fingertips, there’s a no better option for ensuring those nearest to you can rest easy knowing everything is taken care of.

Explore our comprehensive offering that promises maximum satisfaction without breaking the bank!

What Is Trust And Will?

Trust & Will is an online will and trust formation platform. It helps you create legally binding documents that protect your assets from potential damage after you die.

The platform has been designed to make the process of creating wills as easy, painless, and efficient as possible.

The user-friendly interface allows you to quickly navigate the will-writing process without needing to be a legal expert.

Trust and Will also offers users access to will templates, allowing them to create custom wills tailored to their needs and preferences.

Who Created Trust And Will?

Cody Barbo, the founder of Trust & Will

Cody Barbo created Trust and Will, a company that provides resources to lawyer up your estate plan.

Cody Barbo is an entrepreneur and advisor with over twenty years of legal experience who determined that creating a legal arrangement to control how your assets are managed before and after you pass away is critical for everyone.

With Trust and Will, Cody created an innovative way for anyone to create their trust and upload it for public record in their state without stepping foot into the courtroom.

Cody guides the beneficiary through every step of the process, so they are informed and understand the legal formalities of creating an effective will or trust.

Top Benefits Of Trust And Will Platform

The trust and Will platform is a great way to make both a will and a living trust.

With estate planning, state laws can be confusing. Still, these platforms make it easy for anyone to craft documentation without worrying about costly court proceedings and time-consuming probates.

Not only that, money can be saved since both legal services and filing fees are eliminated when using this type of platform. Additionally, account holders can use the service to store important information, such as beneficiaries, financial advisors, trustees, and executors.

Without relying on any third party or verifying paperwork with attorneys, the trust and will platform allows you to make these necessary arrangements on your schedule from the comfort of your home.

Here are some of the most notable benefits of the Trust and Will platform:

1. Cost-Effective: Trust and Will offer users access to tools, templates, and documents that are easy to understand and cost-effective.

2. Comprehensive Resources: The platform offers comprehensive resources such as will and trust templates, legal advice, and more, making it easier for people to create legally binding documents in a timely manner.

3. No Lawyers Required: With Trust and Will, users don’t need to hire the services of a lawyer or estate planner to create their wills and trusts.

4. Peace of Mind: Knowing that all your assets are safeguarded before and after death provides peace of mind for you and your loved ones.

5. Accessible: Trust and Will is available online and can be accessed from any device with an internet connection. This makes it easy for anyone to create legally binding documents that protect their assets anytime and anywhere.

Best Features Of Trust And Will

The Trust & Will platform is invaluable for transferring ownership in life-and-death situations.

Not only can it help manage the transfer of money, property, and other family assets when a loved one passes away – thereby minimizing probate court processes – but it also provides peace of mind during one’s life by allowing them to determine what will happen to their estate after they pass.

Its unique document-controlled signing system ensures that the transfer of ownership is secure, verifiable, and legal, preserving the wishes of you or your loved ones under any circumstance.

Now more than ever, it’s essential to plan for any eventuality that life may throw us – Trust and Will make this easy and stress-free so you can get back to living life with security knowing your loved ones are taken care of in the future.


The guardianship feature is the perfect way to ensure your loved ones are taken care of in an emergency.

Legally valid documentation and documents are created to protect your trust property best, ensuring that it passes on efficiently when needed.

It also helps you avoid a lengthy probate process that can add additional costs, emotional stress, and upset after you leave.

This feature also gives you peace of mind, knowing that your fund is managed by those who understand financial conditions and know how to protect its value over time best.

Estate Planning

Estate planning is an important part to consider for any person’s well-being.

This feature on the trust and will platform allow people to easily and quickly make estate plans that align with federal and state laws.

The revocable trust helps protect assets while a person is alive while also providing direction when they are no longer around while being tailored to each individual’s needs.

That is why this feature of estate planning on trust and will platform should be defended, as it provides more convenience than having to visit an attorney in person every time something needs to be updated or changed.

End-of-Life Planning

Taking the time to plan for the end of your life with a trust and will platform can offer peace of mind to you and your loved ones.

This feature allows you to complete each step in this subject in the comfort of your own home.

You can indicate any wishes for living trusts or guardianship designations or designate a surviving spouse if this should occur at the time of your passing.

Trust and will platforms offer a complete solution for this sensitive subject without needing to visit an attorney in person.

It gives you confidence that everything will be taken care of as you had wished in the face of death.

Quizzes and Tutorials

Trust and Will have this fantastic feature of quizzes and tutorials that help individuals interested in setting up a trust or will to understand the advantages of having control over their property and how they can distribute their assets to avoid probate.

This feature gives users all the information they need on trusts and wills, such as choosing a trustee or transferring assets.

Trust & Will makes it easy for individuals to manage this critical process with the help of this valuable set of quizzes and tutorials.

Trust And Will Pricing – How Much Does It Cost?

Regarding legal documentation, trust and will pricing can seem intimidating. However, the fee to establish a living trust is a worthwhile investment.

With its help, you can be sure your assets are appropriately distributed according to your wishes if something unexpected happens.

Trust and Will offer specialized legal services to make creating a living trust as streamlined (and affordable) as possible.

Investing in setting up legal documents with Trust and Will will give you the peace of mind that your assets will be handled according to your wishes when the time comes.

Here are Trust and Will pricing details:

  • Will Plan: Starts at $159 per month
  • Trust Plan: Starts at $599 per month
  • Probate Plan: Starts at $600 per month

Trust And Will Pros And Cons

Deciding the best way to distribute your family assets after you are gone can be a complex subject to review.

But you must carefully consider the pros and cons before setting up your Trust & Will account. This will help you decide and control how your assets will be handled.

With complete confidence, you and your family can decide who will inherit your estate and other assets, such as property and bank accounts, when you’ve passed away.

Without this paperwork, distributions of your wealth may not go exactly according to plan once you’re gone, making it vital that you review the benefits of setting up your account.


  • Helps simplify and manage the estate planning process.
  • Assists in making your wishes clear without visiting an attorney in person.
  • Distribute assets per instructions.
  • Documents are kept safe and secure.
  • Easy-to-use quizzes and tutorials.
  • Affordable plans for a variety of needs.


  • Trust and Will may not be available to residents of all states.
  • It can be complicated for beginners without guidance.
  • Regulations vary from state to state.
  • Some assets may not be eligible in certain states.
  • Estate taxes may apply depending on your state of residence.

Starts at $159/month (Will plan)

Trust And Will Alternatives

When we die, estate planning documents can provide our loved ones peace of mind and security.

They are legal documents that clearly state where our property and money should go and to whom.

In the past, estate plans were based on wills, which could be time-consuming and expensive to complete, but now thankfully, the Trust and Will platform came to fill the gap.

Estate owners can keep their assets under control until they die by using either trusts or estate-planning documents containing beneficiary designation forms.

This means that asset transfers can take place quickly, with less of a hassle than with traditional estate planning methods.

However, Trust and Will, with its cons, can be too pricy for some persons, and they may want to consider an alternative for this platform.

We’ve curated a list of some of the best alternatives for this platform.

These alternatives are a great way to ensure that the property you hold dear will end up in the right hands at your death without jumping through the hoops that come with estate planning.

Here are some of the best options for the platform:

  • LegalZoom
  • FreeWill
  • Wealth
  • Gentreo
  • Tomorrow
  • OneDigitalTrust
  • Rocket Lawyer
  • Fabric Wills
  • Digital Legacy
  • Farewill

Trust And Will Case Study: Results Achieved With Trust And Will

Gregory Smith is a successful entrepreneur who wanted to ensure that his assets were distributed according to his wishes after passing away.

When Gregory heard about Trust and Will, he quickly realized it was the perfect solution for his estate planning needs.

He set up an account with the platform and began creating a living trust, which allowed him to designate his property and money to beneficiaries upon his death.

Gregory could easily set up the trust without visiting an attorney, saving him time and money. He could also quickly modify documents and store them securely in the Trust and Will system.

Overall, Gregory feels secure knowing that his assets will transfer to the right people at his death without any headaches.

He is happy that he chose Trust and Will to help him with his estate planning needs.

My Experience Using Trust And Will For Estate Planning Needs

I recently used Trust And Will for my estate planning. The platform was easy to use, and I could create trust quickly without visiting an attorney.

I could easily store the documents securely in their system and update them whenever needed.

The tutorials and quizzes were extremely helpful in guiding me through the process, and I felt confident in my final decision.

I could rest easy knowing that my wishes would be clearly stated and followed after my death.

I am delighted with using Trust And Will to create my estate plan. It saved me time and money and gave me peace of mind knowing that my assets will transfer as intended upon my passing.

I highly recommend this platform to anyone looking for an efficient estate planning solution.

Conclusion – Is Trust And Will Worth It?

Trust & Will is an effective platform for an estate planning process. It allows users to create trusts quickly without visiting an attorney, saving them time and money.

The tutorials and quizzes help guide users through creating a trust or beneficiary designation form, so they can be sure their wishes will be followed after death.

It is also a secure platform for storing documents, so users can update them as needed.

We highly recommend Trust and Will to anyone looking for an estate planning solution.