Trust & Will Review 2026 — Best Online Estate Planning?
Trust & Will is the best dedicated estate planning platform — the guided questionnaire walks first-timers through wills, trusts, and guardianship step by step.
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Trust & Will
“Complete estate planning in 20 minutes — will, POA, healthcare directive at $69.”
What we like
- Will + POA + healthcare directive complete in 15–20 minutes
- 4.8 stars across 15,000+ reviews — highest-rated estate planning service
- Purpose-built platform — cleaner experience than general legal services
- Trust-based plan available at $399 for probate avoidance
Watch out for
- $69 for will plan vs. $7.99/month at LawDepot for templates
- Document updates require $100/year Guardian Plan subscription
Rates as of April 9, 2026. Terms apply. Verify on issuer site.
LegalZoom
“LegalZoom estate planning — best when bundled with business legal needs.”
What we like
- Full LLC filing service — no state paperwork required from you
- Attorney consultation access on premium plans
- 85,000+ reviews — most established online legal service
Watch out for
- $99–$369 vs. $7.99/month at LawDepot for comparable document quality
- Registered agent at $249/year — most expensive available
Rates as of April 9, 2026. Terms apply. Verify on issuer site.
LawDepot
“Will and estate documents at $7.99/month — budget alternative to Trust & Will.”
What we like
- $7.99/month for 2,000+ attorney-reviewed document templates
- 14-day free trial — generate all documents before first charge
- State-specific customization via guided questionnaire
- Covers LLC, real estate, employment, personal legal needs
Watch out for
- No filing service — you submit documents to state yourself
- Monthly subscription model — must cancel actively to avoid renewal
Rates as of April 9, 2026. Terms apply. Verify on issuer site.
Trust & Will Review Buying Guide
Photo by RDNE Stock project / PexelsWhat Trust & Will Does
Trust & Will is an estate planning platform focused specifically on wills, living trusts, and related documents — healthcare directives, powers of attorney, and guardianship designations. Unlike general legal platforms, everything it does is estate-planning oriented, which means more thoughtful interview questions and better guidance through what is often a confusing process.
Plans and Pricing
Individual Will: $199 one-time for a complete will, healthcare directive, and financial power of attorney — everything a single person typically needs.
Couples Will: $299 one-time for matching will packages for both partners.
Individual Trust: $499 one-time for a revocable living trust, pour-over will, healthcare directive, and POA — the full package.
Couples Trust: $599 one-time for both partners.
Membership: $199/year gives you unlimited updates to your documents, which matters because your estate plan should be reviewed every few years or after major life events.
The Trust Package in Detail
Trust & Will's living trust setup is the platform's standout feature. You get a revocable trust document, a pour-over will (directing any assets outside the trust into it at death), a HIPAA authorization form, healthcare directive, and financial power of attorney. The interview walks you through asset funding — actually transferring ownership of accounts and property into the trust — which most competitors skip entirely. Funding is where most DIY trusts fail, making this guidance genuinely valuable.
Where It Falls Short
Trust & Will does not cover business-related estate planning well: if your estate includes a family business, a rental portfolio with complex ownership structures, or significant business interests, you need an estate attorney. The platform also does not handle irrevocable trusts, special-needs trusts, or Medicaid planning. Attorney review is available as an add-on but is not included in any base plan.
User Experience
The guided interview is among the clearest of any estate planning service — plain language, logical flow, and enough explanation that you understand what you are deciding, not just filling in blanks. Documents are professionally formatted and ready for notarization. The platform prompts you with the exact notarization and witness requirements for your state.
Who It Is For
Trust & Will is best for individuals and couples with straightforward estates: primary home, retirement accounts, bank accounts, personal property, and minor children. If your situation fits that description, the trust package is excellent value compared to an estate attorney at $1,500–$3,000 for the same documents. If your financial situation is complex, use it as a starting point but budget for an attorney review.
Verdict
The best online estate planning service for most people. The trust package is genuinely comprehensive, the UX is the most user-friendly in the category, and the membership plan makes updates affordable. Recommended for anyone who has been putting off getting their affairs in order because an attorney felt expensive or intimidating.
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Frequently Asked Questions
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How We Evaluate Financial Products
We compare financial products based on objective criteria: annual fees, APR ranges, rewards rates, sign-up bonuses, and key perks. We do not factor in issuer relationships or compensation when determining rankings. Products are ranked based on overall value for the target use case described on this page.
Rates and terms change frequently. We update these pages regularly, but always verify current rates directly on the issuer’s website before applying. APR ranges shown reflect the full possible range — your actual rate depends on your creditworthiness.
This content is for informational purposes only and should not be considered financial advice. We compare products; we do not advise on which product is right for your personal financial situation. Read our full methodology →