Trust & Will lists will plans at $199 for an individual and trust plans at $499. Couple packages cost $299 and $599. Choose the documents first, then decide whether you want an editing membership or attorney support.
What the packages cost
For broader budgeting context, compare our living-trust cost guide, which separates online-package costs from attorney-led work and other expenses.
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Will Plan
$199individual package$299 for a couple
A will with financial power of attorney and healthcare documents. Review this package if you have decided to create a will-based plan.
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Trust Plan
$499individual package$599 for a couple
A revocable trust, pour-over will and supporting documents. Review this package if you have chosen a trust and can arrange signing and asset transfers.
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Package prices checked October 30, 2026: Will Plan and Trust Plan. Optional services and third-party costs are additional.
These are listed package prices, not an all-inclusive estate-planning budget. Confirm the checkout total, selected extras, and any recurring charges. Source: Trust & Will’s pricing guide.
Still deciding which documents fit? Use our will-versus-trust guide or legal-help checklist before choosing a package.
What comes with each plan
Will plan: the company lists a last will and testament, financial power of attorney, advance healthcare directive, and HIPAA authorization.
Trust plan: the company lists a revocable living trust, a pour-over will, those financial and healthcare documents, an asset schedule, a trust certification, and funding guidance. Confirm which documents and arrangements apply to your state and household. See the published plan comparison.
Compare complete packages before purchasing separate products. The trust package already includes a will component. Our pour-over will guide explains why assets left outside a trust still need attention.
Updates, memberships, and renewal costs
Digital downloads are included in the $0/year tier; ongoing editing is a paid feature. The current membership guide places editing in Essentials at $49/year and Pro at $299/year. The initial document purchase is separate.
- Essentials — $49/year: includes plan editing, digital storage uploads, an AI assistant, and one document shipment per billing cycle.
- Pro — $299/year: adds attorney support, an estate-tax report, and premium support. The company says this upgrade is available in account settings after checkout.
Paid memberships renew automatically. Check your selected tier and renewal date in your account; the company says canceling membership does not itself invalidate your estate plan. Source: membership features and cancellation instructions.
The terms of service say subscriptions generally renew at the current non-promotional price and require cancellation at least one day before renewal to avoid the next charge. Recheck the terms attached to your purchase rather than assuming today’s rate is permanent.
Customer support and attorney advice are different services
The company separately lists an Attorney Support add-on at $299 for one year, with scheduled 30-minute phone consultations. Listed topics include document review, funding guidance, and estate-planning questions. Compare this with Pro membership before buying overlapping options. See Attorney Support details.
In-product attorney support is not available everywhere. Check the current state availability list. Referral services, where offered, have separate fees. Ask whether the proposed service covers your specific legal issue, custom drafting, deed work, or representation.
Put the editing cost in your first-year budget
An individual will plan plus Essentials is $248 ($199 + $49); an individual trust plan plus Essentials is $548 ($499 + $49). For a couple, the same combinations are $348 and $648.
These are calculated package-and-membership totals, before other charges. Essentials renews at the then-current annual rate until canceled. You can decline a paid membership; confirm your editing options before doing so.
Membership terms checked October 30, 2026. See the provider’s membership policy.
What you still need to do after purchase
- Review the choices and documents. Check names, beneficiaries, decision-makers, and whether the documents reflect your wishes. Resolve uncertainties before signing.
- Follow each document’s signing instructions. Witness and notary requirements differ by document and state. Completing an online questionnaire is not the final signing step.
- Arrange trust funding where applicable. Identify assets to transfer and confirm the required steps with the relevant institution or professional. A document package or asset list does not complete every ownership transfer.
- Keep accessible copies and review changes. Tell the appropriate people where the documents are stored. When you edit a document, follow the instructions for finalizing the revised version.
The company’s FAQ on finalizing and funding plans distinguishes guidance from third-party fees, such as recording charges. Ask about notary, printing, shipping, deed preparation, recording, and professional-help costs before deciding your total budget. Our trust funding guide can help you organize questions.
When to get tailored legal help first
Our recommendation is to resolve these questions before choosing an online package:
- Are there concerns about capacity, pressure on a parent, or family conflict?
- Do beneficiaries have special needs or receive means-tested benefits?
- Are there blended-family wishes, business interests, property in multiple jurisdictions, or tax-planning questions?
- Are you replacing an existing trust or changing ownership without understanding the consequences?
These are prompts for an attorney discussion, not a pass/fail test for buying a product. Ask what work is included and what requires a separate engagement. Find local context through your state guide.
If someone has already died, start with our estate-settlement guide. A new planning package does not substitute for administering their existing estate.
Check refund conditions before paying
The company publishes a 30-day satisfaction policy, but services already used can affect the refund. Its policy separately addresses attorney-support purchases and says payments for active paid memberships are non-refundable. Read the full refund policy; do not assume every charge has the same refund terms.
Before you choose
Write down the package, optional membership, support you need, and remaining signing or transfer costs. Compare that total and scope with an attorney’s quote. The right choice is the one that fits your family’s needs and leaves you able to finish the work.
Ready to compare the published options?
Affiliate link. Also compare will preparation costs and living-trust costs.
This guide uses Trust & Will’s published product pages and policies. Package prices and membership terms were rechecked October 30, 2026; the other policy details were reviewed September 10, 2026. We have not purchased or completed these plans for this review.
Package prices and membership terms checked October 30, 2026; other policy details checked September 10, 2026. Prices, availability, and policies can change. This buying guide provides general information, not legal advice or a guarantee of results.