Annual Membership for Estate Plans

When you purchase your Estate Plan, you are automatically enrolled in an annual membership. The annual membership offers many benefits to Trust & Will users.

You can see the status of your membership, including the renewal date, on the My account page.

What are the benefits of the annual membership?

Once enrolled in the annual membership for the Estate Plan, you'll receive access to:

  • Document Upload Feature: Securely store digital copies of key documents (e.g., property deeds, banking information, vehicle titles) alongside your signed Estate Plan.
  • Shared Access Feature: Digitally share your Estate Plan with trusted individuals.
  • Flexible Updates: Modify your Estate Plan as your life circumstances change.
  • Complimentary Downloads: Access and download your Estate Plan documents anytime, free of charge.

How much does the annual membership cost?

  • First Year of Membership: Complimentary, starting from the date of purchase.
  • Subsequent Years of Membership: Based on your selected Estate Plan:
    • Will Plan: $19/year
    • Trust Plan: $39/year

Following the first year, we'll renew your membership automatically using the payment method on file from your Estate Plan purchase. Should any issues arise with the transaction, we'll reach out for updated payment information.

Cancelling Your Membership 

Your Estate Plan remains legally valid (assuming completion, printing, and signing) even if you decide to cancel the membership. You have the freedom to cancel anytime via your Account page.

Choose to opt-out whenever you feel updates are no longer necessary, with the option to opt back in at any time should your needs change!

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