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Trust & Will Review 2024: Pricing, Features
Trust & Will's online will maker is a great option for a comprehensive, straightforward DIY will.
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Dalia Ramirez Lead Writer | Estate planning, home security
Dalia Ramirez writes about home security for NerdWallet. She has previously written on topics including estate planning, cryptocurrencies, small business software and personal finance. Dalia has a B.A. in science and technology studies and a certificate in critical theory from Wesleyan University. Her work has appeared in publications including The Washington Post, the Los Angeles Times, Bloomberg and The Associated Press. She is based in Los Angeles.
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Tina Orem is an editor at NerdWallet. Prior to becoming an editor, she covered small business and taxes at NerdWallet. She has been a financial writer and editor for over 15 years, and she has a degree in finance, as well as a master's degree in journalism and a Master of Business Administration. Previously, she was a financial analyst and director of finance for several public and private companies. Tina's work has appeared in a variety of local and national media outlets.
Trust & Will is an online estate planning service that stands out for its straightforward, user-friendly will maker. For a one-time fee, you’ll get a state-specific will, plus health directive documents, such as a living will and power of attorney, shipped free.
NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
Price (one-time)
Will: one-time fee of $199 per individual or $299 for couples. Trust: one-time fee of $499 per individual or $599 for couples.
Price (annual)
$19 annual membership fee.
Access to attorney support?
Yes
We like it because
Trust & Will stands out for its quick and easy-to-use process.
Pros
Simple and straightforward process for an online will.
Unlimited updates with an annual membership.
Add a year of attorney support for $300.
Cons
Not great for complex family or financial situations.
NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
We like it because
Trust & Will stands out for its quick and easy-to-use process.
Price (one-time)
Will: one-time fee of $199 per individual or $299 for couples. Trust: one-time fee of $499 per individual or $599 for couples.
Price (annual)
$19 annual membership fee.
Access to attorney support?
Yes
For extra assistance, the website has educational content to help users understand the estate planning process, or you can add a year of attorney support for an extra fee. Overall, Trust & Will’s customizable documents and highly-rated customer service make it a top choice for an online will maker.
Will plan: $199 per individual or $299 for couples.
Trust plan: $499 for individuals or $599 for couples (includes all documents in Will plan plus a revocable living trust).
Recurring fees:
$19 annual membership fee for Will plan.
$39 annual membership fee for Trust plan.
Last will and testament
Included in Will plan; also included in Trust plan as a pour-over will.
Living will
Included in Will plan and Trust plan.
Power of attorney
Included in Will plan and Trust plan.
Revocable living trust
Included in Trust plan.
Access to live attorney
Add a year of attorney support starting at $300 in 38 states and Washington, D.C.
Customer service
Customer support is available via phone and chat from 7 a.m. to 5 p.m. Pacific time Monday through Friday and 7 a.m. to 2 p.m. PT on Saturday. Support receives 4.7 out of 5 stars on Trustpilot.
NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
Price (one-time)
None
Price (annual)
$99 to $209 per year.
Access to attorney support?
No
We like it because
Nolo’s services are among the most comprehensive on the market.
Pros
Straightforward, user-friendly process.
One year of free updates to your documents.
Access to over 35 estate planning documents depending on plan.
Cons
Software download available with only Windows 8.1/10/11 or macOS 10.13 and higher.
Documents aren’t valid in Louisiana or U.S. territories.
NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
We like it because
Nolo’s services are among the most comprehensive on the market.
Price (one-time)
None
Price (annual)
$99 to $209 per year.
Access to attorney support?
No
Why we like it: Nolo’s Quicken WillMaker has 35+ estate planning documents available (depending on which plan you choose), including wills, trusts, transfer on death deeds, health care directives and others. The product is available online or as downloadable software. All three annual plans help you craft a will with a straightforward questionnaire. The service doesn’t provide documents valid in Louisiana or U.S. territories, and there’s no access to live attorney support.
NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
Price (one-time)
Free will template.
Price (annual)
$39.99 monthly access fee for changes and legal support.
Access to attorney support?
Yes
We like it because
Rocket Lawyer stands out for its customer service, which includes the option to contact a lawyer for legal assistance via phone, email or online chat.
Pros
Free seven-day membership trial.
30-minute phone consultation with a lawyer included with membership.
Built-in chat feature to ask a lawyer questions.
Cons
Membership can be costly.
Must have membership to make changes after the trial period expires.
NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
We like it because
Rocket Lawyer stands out for its customer service, which includes the option to contact a lawyer for legal assistance via phone, email or online chat.
Price (one-time)
Free will template.
Price (annual)
$39.99 monthly access fee for changes and legal support.
Access to attorney support?
Yes
Why we like it: Rocket Lawyer’s will maker service prioritizes access to legal assistance (lawyers can be contacted via phone, email or online chat). You get access to a 30-minute lawyer consultation, though you’ll need to continue paying the monthly membership fee to make any changes to your documents in the future.
NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
Price (one-time)
$149 for estate plan bundle. Promotion: NerdWallet users can save up to $10.
Price (annual)
$39
Access to attorney support?
No
We like it because
GoodTrust's “Digital Vault” feature is helpful for incorporating your online assets into your estate plan for a reasonable cost.
Pros
Digital vault for organizing online accounts and digital assets.
Unlimited updates.
Family plan (each adult member can create their own documents) for no additional cost.
Cons
No attorney support.
Documents aren’t state-specific but are binding in all 50 states when following state-specific instructions.
NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
We like it because
GoodTrust's “Digital Vault” feature is helpful for incorporating your online assets into your estate plan for a reasonable cost.
Price (one-time)
$149 for estate plan bundle. Promotion: NerdWallet users can save up to $10.
Price (annual)
$39
Access to attorney support?
No
One-time fees:
$149 for a will, living trust and advance directives.
Recurring fees:
$39 annual membership fee after the first year to make changes to documents.
Why we like it: GoodTrust offers key estate planning documents for a reasonable one-time fee compared to other estate planning services. The platform stands out for its “Digital Vault” feature, an encrypted online platform for secure storage of any online asset, including social media accounts, subscriptions and online banking information. You can add a trusted contact to any account on an item-by-item basis and provide detailed instructions, such as how to memorialize your Facebook account or where to transfer your Venmo balance.
NerdWallet rating NerdWallet's ratings are determined by our editorial team. The scoring formula takes into account factors such as pricing, ease of use, breadth of offerings, customer service options and more.
