I started to provide my will information after paying the appropriate fee. I was able to input 6-7 accounts and respective information. Then things took a turn for the worse. The app(workflow) ended the account setup section and required me to proceed to the Guardian section. I was unable to return to the accounts section even with help from the chatbot followed by a chat person. Not a seamless experience. I gave up and requested a refund of my payment for the will preparation.One good thing - the chat person made the refund easy.
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Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one.
Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is a certified B Corporation and is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy.See more
