You can view your membership status, purchase another year of document updates, and change or cancel your current membership in the "Membership" section on the Settings page.
Not sure which membership you have? Sign in and check the "Membership" section on your Settings page — it will show whether you're on Essentials, Pro, Basic, or Plus.
Current Memberships: Essentials & Pro
Upgrade from Essentials to Pro:
- Sign in to your account.
- Click My Account in the top right corner of the page.
- Click Settings from the drop-down menu.
- Scroll down to the "Membership" section, then click Manage.
- Select Pro and confirm your billing details. Your account upgrades immediately, and you'll have access to Pro features right away.
Cancel your Essentials membership:
- Sign in to your account.
- Click My Account in the top right corner of the page.
- Click Settings from the drop-down menu.
- Scroll down to the "Membership" section, then click Manage.
- Click "Looking to cancel your membership?" at the bottom of the screen.
- Confirm by clicking "Yes, cancel" on the next screen. At the end of your current billing cycle, your membership will not auto-renew and will be canceled.
- You'll lose the features included in the Essentials membership, but you can always upgrade back to a membership later if needed.
Legacy Memberships: Basic & Plus
These plans are no longer offered to new members, but if you signed up before Trust & Will introduced Essentials and Pro, you may still be on one of these.
Downgrade from Plus to Basic:
- Sign in to your account.
- Click My Account in the top right corner of the page.
- Click Settings from the drop-down menu.
- Scroll down to the "Membership" section, then click Manage.
- Select Basic (free) to cancel your Plus membership, or keep your current Plus membership for the yearly renewal fee.
- Once you select Basic, your membership will not auto-renew at the end of your current billing cycle and will downgrade to Basic.
- You'll lose the features included in the Plus membership, but you can always upgrade to a current membership (Essentials or Pro) later if needed.
Need Help?
If you have any questions or run into issues, our Member Support Team is here to help. Contact us at support@trustandwill.com or by phone or live chat.