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Trust & Will alternative

Looking for a Trust & Will alternative?

Both draft the core estate documents. Trust & Will charges $199–$499 one-time for attorney-built templates; HearthVault's AI-guided interviews produce a simple will, revocable trust and both powers of attorney inside a Plus plan, then track signing, witnesses and notarization — and keep everything else (accounts, policies, passwords, wishes, funeral costs) in the same vault for the people who will need it. Families with complex estates should still use an attorney; HearthVault's attorney-review step and Library links (including to Trust & Will) are built for that.

HearthVaultTrust & Will
What it isFamily document vault + estate readinessOnline will & trust drafting
Drafts will, trust, financial & healthcare POAYes — AI-guided interviews, included in PlusYes — attorney-built templates, $199 / $499
Attorney involvementAttorney-review step + provider linksOptional attorney support +$299
Stores and reads every family paperYesStores (membership); does not read
Tracks signing, witnessing and notarizationYes, with remindersNo
Beneficiary checkerYesNo
Bereavement pack, memorial, obituaryYesNo
Emergency access for executorsBreak-glass + request with vetoMembership sharing
PriceFree · $79/yr Plus (drafts included)One-time $199 / $499 + optional $49/yr

Where HearthVault goes further

  • The vault is a $49/yr membership add-on, secondary to document creation
  • Uploaded documents are stored, not read — no filing of receipts, policies or tax forms, no reminders
  • No bank linking, beneficiary checker, bereavement pack, memorial or sealed letters
  • Documents still need signing and notarization after purchase — Trust & Will does not track whether that happened
  • One-time pricing means nothing nudges you to update the plan after a birth, move or divorce

What Trust & Will does well

  • · State-specific will and trust documents built by attorneys (Will Plan: will, HIPAA authorization, living will, POA; Trust Plan adds revocable living trust, pour-over will, schedule of assets, certification of trust and a trust funding guide)
  • · Individual or couple plans; payment plans available
  • · Optional attorney support (+$299) and free attorney matching for complex estates (special needs, $15M+, businesses with 3+ employees, blended families)
  • · Membership ($49/yr): AI-powered answers, a Digital Vault for documents, one free document shipment a year
  • · Trustpilot 4.6 from 5,800+ reviews; over 1M plans created

Bring everything over in one go

Export from Trust & Will, drop the file into HearthVault, and every document is named, filed and dated for you.

Open the switch guide

Based on Trust & Will's public pages, checked June 2026. Prices and features change, so check their site before you decide. Trust & Will is a trademark of its owner; HearthVault isn't affiliated with it.

Also compare: Trustworthy alternative · Everplans alternative · All side by side