Trust & Will Terms of Service

Item: Trust & Will
Rating: 52
Author: Terms.Law Editorial Team

Last updated: November 2024 | Reviewed: February 2026

Online estate planning platform creating legal documents with optional attorney review. Clear legal scope but subscription model for updates raises long-term concerns.

Grade C

Bottom Line: Trust & Will is one of the better options for online estate planning, actually creating legal documents (wills, trusts) rather than just organizing information. However, the subscription model for document updates means ongoing costs, and complex estates may still require traditional attorney involvement.

Category Scores

Document Enforceability 62/100

Estate Planning Limitations 48/100

Subscription Model 38/100

Attorney Review 60/100

Service Continuity 50/100

Key Findings

✓ Legally Valid Documents

Unlike some competitors, Trust & Will creates actual legal estate planning documents (wills, trusts, power of attorney) that are designed to be legally enforceable when properly executed according to state requirements.

"Trust & Will generates estate planning documents designed to comply with the laws of your state. Documents must be properly signed and witnessed according to state law to be legally valid."

⚠ Subscription for Updates

While initial document creation has a one-time fee, making updates to your documents requires an ongoing subscription. Life changes like births, deaths, or divorces typically require document updates.

"Your initial purchase includes document creation. Subsequent amendments and updates to your estate plan require an active membership subscription."

⚠ Complex Estate Limitations

Trust & Will is designed for straightforward estates. Complex situations involving business ownership, blended families, special needs beneficiaries, or multi-state property may require traditional attorney services.

"Trust & Will is designed for common estate planning needs. If you have complex estate planning requirements, we recommend consulting with a licensed attorney in your state."

✓ Optional Attorney Review

Trust & Will offers optional attorney review of your documents for an additional fee. This provides professional oversight while maintaining the convenience of online preparation.

"For additional peace of mind, you may purchase attorney review services. A licensed attorney will review your completed documents and provide feedback on any potential issues."

Comparison: Estate Planning Platforms

Feature	Trust & Will	LegalZoom	Everplans
Legal Documents	Creates legal docs	Creates legal docs	Storage only
Attorney Review	Optional add-on	Optional add-on	Not available
Update Model	Subscription required	Pay per update	Included in sub
Trust Creation	Available	Available	Not available
Digital Legacy	Basic	Basic	Comprehensive

Recommendation

For Users: Trust & Will is a solid choice for straightforward estate planning needs. The ability to create legally valid documents online at lower cost than traditional attorneys makes it accessible for many families.

Key Action: Consider whether you'll need to update your documents frequently. If major life changes are expected, factor the subscription cost into your decision. Always print and properly execute documents according to state law.