Estate Planning

Trust & Will vs LegalZoom (2023)

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Planning for the future is never an easy task, especially when it comes to managing your assets and ensuring that they are distributed according to your wishes.

Two popular options for creating legal documents related to estate planning are Trust & Will and LegalZoom. While both companies offer online solutions for creating wills, trusts, and other legal documents, they differ in the level of service and pricing.

Our Pick
Safeguard your family's future with a LegalZoom Estate Plan
Save $100 on an Estate Plan Bundles

For a low price, obtain a living will, financial power of attorney, and choose between a last will or living trust. 

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Below, we’ll be comparing Trust & Will vs LegalZoom, with an emphasis on their estate plans. We’ll take a closer at the pricing structure and features for each service, to help you determine which option suits your needs and budget the best.

Comparison Chart

Estate PlansTrust & WillLegalZoom
PriceCheck PriceCheck Price
Living WillYesYes
Living TrustYesYes
Last Will & TestamentYesYes
Power of AttorneyYesYes
Legal AdviceAttorney SupportAttorney Assist
RefundWithin 30 daysWithin 60 days

Company Overview

Trust & Will is an online legal service that was established in 2017. The company offers a user-friendly platform for creating wills, trusts, and other estate planning documents.

With Trust & Will, the focus is on simplifying the process of creating legal documents and making them accessible to everyone. Keep in mind, however, that you’ll need to create an account with Trust & Will to get started on any of their services.

Similar to LegalZoom, Trust & Will also offer attorney support and legal consultations. In addition to these prepaid legal services, the company provides probate support, including a plan which features attorney representation in court.

LegalZoom, on the other hand, has been providing online legal services since 1999. They offer a wide range of legal services, including business formation, intellectual property, real estate, and estate planning. LegalZoom also has an independent network of attorneys for legal consultations.

The company’s estate planning services are known for their comprehensive nature, which includes the creation of wills, trusts, and powers of attorney.

With LegalZoom, you can opt for standalone document preparation or choose a bundle that includes multiple documents and additional features.

Plans and Pricing

Although Trust & Will and LegalZoom offer some similar products and services, there are significant differences in their plans and pricing structures, especially when it comes to their estate plans

Trust & Will focuses on a few bundled services and charges a membership fee, whereas LegalZoom offers a range of plans for specific legal documents, including basic and bundled services.

Trust & Will

With Trust & Will, you can choose from a Trust Plan or a Will Plan. Both are essentially bundles that include a complete set of documents. If you only need a living trust, a last will, or living will, there are no standalone options. Below are the documents included with these packages.

Trust Plan Inclusions

  • Revocable Living Trust
  • Schedule of Assets
  • Last Will & Testament (Pour Over Will)
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Trust Funding Guide
  • Certification of Trust

Will Plan Inclusions

  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney

Both Trust and Will Plans come with unlimited customer support. Membership is also waived during the first year. By the second year, however, the Trust Plan renews at $39 and the Will Plan renews at $19.

LegalZoom

LegalZoom offers a range of estate planning services to meet the needs of different customers. For those who only require a single legal document, LegalZoom provides standalone plans for last wills, living trusts, and living wills. These plans include the essential legal documents necessary to create a comprehensive estate plan.

PlansBasicComprehensiveEstate Plan Bundle*
Living Will$279$299$399
Living Trust$39$49$249
Last Will $89$99$249
*Price shown is for one person only

Our Pick
Safeguard your family's future with a LegalZoom Estate Plan
Save $100 on an Estate Plan Bundles

For a low price, obtain a living will, financial power of attorney, and choose between a last will or living trust. 

Get This Deal Learn More
We may earn a commission if you make a purchase, at no additional cost to you.

You can read more about how the plans differ in our reviews of LegalZoom’s Living Trust and Last Will. In general, however, the comprehensive packages add legal consultation to its features.

LegalZoom also offers estate plan bundles that combine multiple documents with additional features like attorney assistance. These bundles provide more comprehensive estate planning services, including wills, trusts, power of attorney, and other documents that may be necessary to manage one’s assets and healthcare decisions. 

Estate Plan Comparison

ProductTrust & Will — Will PlanLegalZoom Last Will Estate Plan
Individual$159$249
Couple$259$349
ProductTrust & Will — Trust PlanLegalZoom Living Trust Estate Plan
Individual$599$399
Couple$699$449

Legal Consultations

Trust & Will’s Attorney Support and LegalZoom’s Attorney Assist both provide access to licensed attorneys who can offer customized legal guidance.

Trust & Will’s Attorney Support is an optional add-on to any estate plan and costs +$200. This feature includes unlimited phone access to an attorney in your state for one year, estate planning considerations for couples or blended families, and other legal guidance options. Additionally, the company offers probate support with plans ranging from $600 to $5000.

LegalZoom’s Attorney Assist is available for free only with its Comprehensive and Estate Plan Bundles. Afterward, the feature renews at $25 monthly for the Comprehensive Plan and $199 annually for Estate Plan Bundles. LegalZoom’s Attorney Assist provides legal consultation services to customers through their network of attorneys.

It is important to note that Trust & Will and LegalZoom are not law firms and do not provide legal advice. However, their legal consultation services offer customers access to licensed attorneys who can offer legal guidance and support in estate planning matters.

Overall, both Trust & Will and LegalZoom’s legal consultation services offer valuable support to customers seeking legal assistance for their estate planning needs.

Verdict

In our review of Trust & Will and LegalZoom’s legal consultation services, it’s clear that both companies have their strengths. However, after careful consideration, Trust & Will is our pick for clients looking for an all-in-one solution for their wills.

Trust & Will’s bundled Will Plan is more affordable than LegalZoom’s comparable offers, making it an attractive choice for clients on a budget. Additionally, Trust & Will offers the ability to update your will for a period of time with a membership for a minimal annual fee, a feature that LegalZoom does not offer.

On the other hand, LegalZoom may be a better option for clients who want the flexibility of opting only for a single legal document or for those who want a comprehensive living trust service. LegalZoom’s Estate Plan bundles for trusts are also more affordable than Trust & Will’s.

Overall, Trust & Will’s all-in-one solution and affordability make it a top choice for those looking for a comprehensive will service. However, those who need more flexibility may find LegalZoom to be a better option.

Our Pick
Safeguard your family's future with a LegalZoom Estate Plan
Save $100 on an Estate Plan Bundles

For a low price, obtain a living will, financial power of attorney, and choose between a last will or living trust. 

Get This Deal Learn More
We may earn a commission if you make a purchase, at no additional cost to you.