Trust & Will Review: Simple Estate Planning Online

If you have a family, you need a will or a trust. This way you're protecting them from the unexpected.

In this Trust & Will review, we'll discuss how this fintech forward company is making the estate planning process easy for families. And how to decide whether you need a trust or a will.

CHAPTERS
0:00 Intro
1:24 Legal Documents from Trust & Will
2:41 How It Works
4:43 Best Features of Trust & Will
7:10 Where Trust & Will Falls Short
8:37 Who Shouldn't Use Trust & Will
9:10 How Much Does Will & Trust Cost?

#EstatePlanning #TrustandWill #LastWill #FamilyWill #TrustorWill #FamilyFinance #PersonalFinance

RESOURCES


OTHER VIDEOS TO WATCH
Family Will: Create Your Last Will and Testament in 6 Steps

Should We Die With Zero? [Bread & Wine]

How Term Life Insurance Changed Our Lives After an Unexpected Death

MARRIAGE KIDS AND MONEY:

This award-winning blog, podcast and YouTube channel are dedicated to helping young families build wealth and thrive.

Each week, Andy Hill interviews personal finance experts, shares the best fintech tools and even discusses his own journey with family financial independence.

BIO - ANDY HILL:

Andy Hill is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness.

Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. With millions of podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world.

When he's not ""talking money"", Andy enjoys watching his kids play soccer, singing karaoke with his wife and watching Marvel movies.


✅ CONNECT WITH US

Subscribe to our YouTube channel today to strengthen your family tree and live financially free!

DISCLAIMER

This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone, and this content has not been provided by, reviewed, approved or endorsed by any advertiser. Information shared on this channel is for entertainment purposes only and should not be considered as professional advice.


CREDITS

[debraholroyd]

Very informative! I was lawyer shopping to update my will as the lawyer who drew it up for me has retired. Saw Trust and Will's ad on tv so in my research found you here. Thank you for the info. I will be using their services.

[jimf.]

Great information. I was looking into online estate planning to cut costs. Your in-depth review of this service made me realize I may be better off going with an attorney due to property ownership and other details. This information answered many questions and saved me a lot of time and potential headaches down the road. Thank you.

[russellgray]

I extremely like the video, man. Very helpful and informative. Thank you very much. It is presented so well too. Great, positive work.

[johnplewa]

Thank you Andy, your candor regarding use of this product for trusts involving real estate just saved me from making a big mistake!

[tralandabranch]

As soon as you read the terms and conditions, it tells you it is not an attorney based site, the documents are considered fill in the blank, and they are not responsible for any errors.

[jenniferressmannwriter]

In 2023 it's 39$ for the yearly. Whew - that went up pretty high pretty quickly. Thanks for the review.

[warko]

Just found your channel today! Very informative and in-depth coverage of what’s required and why it is required including the high level pricing. Loved your content - thank you!

[guyelluzzi]

if you establish a trust through this service and want to update it say, 4 years from now, can you just pay for the update at that time or is there an annual subscription that needs to be kept current? i'm not clear on that.

[JamesNewell-xmvf]

I like that now if you make a will in the state you live and move in the state with the daughter is it the same plan to keep

[Kbcare]

Hi there! Super thankful for this info. Had a quick question as I’m seeing if I should keep my account within the 30 day mark. Are you able to delegate wealth percentages at different ages, and be specific about when that wealth is distributed to your minors using Trust & Will? I think I just saw that you can only put %’s and ages. Thank you!!!

[autobotdiva]

did will back in 2000, and funeral arrangement 2005. didnt want family having a gofund me lol

[alisonkolberg]

Can you clarify if we have real estate or investments we can't use this service due to additional required forms?

[JamesNewell-xmvf]

Now is there is a one fee a year or 39$ a month a year after that what the cost after 39$ like 59 and it keeps going up now what the age for the kids limit my oldest some state or difference

[dravinlancaster]

It's crazy that the commercial advertisement says it's expensive to have a WILL made and that this service costs 159$..but that's a complete lie..I just recently had my mother's WILL made and it was only 56$ so not sure why there advertising it's expensive..from my point of view it seems this service is the one that's expensive..

[jerryw]

Do you pay before filling it out or after you have filled out all your information?

[darkwoodmovies]

lol of course it’s a subscription. No thanks I’m sick of subscriptions, I’d rather pay a lawyer thousands upfront if only out of principle

[TedDover]

I am trying to contact and will send talk to a human