"Easy and a productive "

Easy and a productive . I did something I needed to do for years to protect my loved ones. And it's done. Still have some work to do but most of it is done

"Dislike"

Dislike: can’t get estimates before paying.

"All paperwork was easy to navigate"

All paperwork was easy to navigate

"Easy to Use and Understand"

The program was easy to use as it guided me through each step/question.

"Almost decent simple trust"

Much of the forms can be easily filled out by a layperson. However, there are a few spots that are more cryptic and would require more explicit examples. There is no way to verify if the forms are properly filled out till a lawyer or a competent trust specialist reviews the documents, requiring more cost. Customizing provisions are not available.

"T&W is user-friendly but not an option for co-trustees "

Trust & Will did make the process easy to navigate through all the steps. The only thing that did not work for us is we wanted a co-trustee but that is only possible if you are a spouse. We wanted a sister and/or daughter to be co-trustee but that is not an option.

"Have nothing in writing"

Have nothing in writing

"An Outstanding Product and Experience Overall"

The trust and will development process is simple, complete, and intuitive. The online educational resources are indispensable. Customer service staff are knowledgeable and professional. We feel Trust & Will offers a great value to people interested in reliable independent estate planning efforts.

"Easy to use and saves time and money."

Easy to use and saves time and money.

"Not as mature as HelloPrenup"

For generating a basic Will and POAs for your state, without lawyer review, it's probably good enough. But it isn't as mature, complete, usable, OR accurate as, say, HelloPrenup.

Examples:
- HP allows you to collect questions along the way, even in context (I think), for eventual review with a lawyer.
- HP allows you to generate the documents in Word format. (Which would be helpful for making minor updates, or to improve readability given the clunky formatting in sections of T&W docs.)
- Currently there is no obvious way to explicitly choose "per stirpes" distributions to descendants instead of just the named beneficiaries; nor to have Specific Gifts refer to an Addendum (tangible personal property list).
- Some advanced options are immature, and hidden, triggered by other selections. Specifically the testamentary trust is triggered by setting an age contingency; and thus limited to trusts for minors, with proceeds eventually being released to that beneficiary, and no choice for its Trustee(s). (We needed a family trust during the life of a second spouse, with other beneficiaries after the trust.)
- The network of available lawyers still seems lacking, at least for our state; and it doesn't seem like the lawyer can view/share the draft docs in an integrated conf call.