Very unhappy. A waste of time and money. The initial $400 only starts the meter running, doesn't actually produce any final product. Information required before completing anything is not explained before the "meter" starts. I tried to form a family trust; I lead a very busy lifestyle; collecting all the information necessary took time; when I finally got back to continue the process, I found the initial $400 only gives you the privilege of using T&W's website, which only wants to charge you more to actually complete any steps. I call this a bait and switch and making things so complicated and slow that ensures no refund; 30 days is not enough time to figure things out, especially for busy people like me. I want to complain to whatever authorities have jurisdiction, but I don't know who that is.
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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