TrustwiseBy cocreateidea

Honest comparison

Trustwise vs everyone else.

A side-by-side matrix that doesn't pretend Trustwise wins everything. Where competitors are stronger, we say so.

We're not the cheapest (LegalZoom and DIY paper-forms are), we're not the most thorough (a $5,000 estate-planning attorney for a complex case will out-detail us), and we don't replace an attorney for genuinely complex estates. We're the pragmatic middle: serious, attorney-reviewed templates, modern UX, fair pricing, no hidden subscription. This page exists so you can verify that.

Side-by-side

The matrix.

FeatureTrustwiseTrust & WillLegalZoomRocket LawyerDIY paper formAttorney
Will only — individual$149$199$89$99$0–$30$300–$1,200
Will + healthcare directive + POA bundleOn roadmap (Will Plus)$199 (Will Plan, includes all)Add-ons separatelySubscription requiredEach form sourced separately$800–$2,500
Mirror wills (couples)$228$299$160Subscription$0–$60$600–$2,000
Revocable Living TrustOn roadmap$499 / $599 couples$249SubscriptionNot advisable$1,500–$5,000
Per-state statutory templatesYes — attorney-reviewed per stateYesGeneric with state add-onsGeneric with state add-onsStatutory but no reviewPer-state by definition
Time to a signed will~20 minutes~30 minutes~30 minutes~30 minutesVaries wildly2–6 weeks
Attorney involvement (per will)Reviewed templates; no per-customer attorneyReviewed templates; +$299 for attorney supportReviewed templates; subscription for attorney accessReviewed; subscription for attorney accessNoneDirect, every step
Free updates window12 months$49/year membershipSubscriptionSubscriptionRe-purchasePay per amendment
Digital vault for related docsIncluded$49/year membershipLimitedLimitedDIYFirm storage (sometimes)
Trusted-contacts unlock at deathBuilt-in flowSharing UIManual
AI plan assistant in-flowBuilt-in (when API key configured)YesLimited
Estate-tax calculatorFree, on the marketing siteYes (in consult)
Will-or-trust decision quizFree, on the marketing siteFind Your Plan quizYes (in consult)
Plan health checkupFree, on the marketing siteSmart alerts (member-gated)Yes (in consult)
B Corp / BBB / SOC 2In progressB Corp, BBB, SOC 2BBBBar association
EncryptionAWS KMS field-level + at-restBank-level (claimed)Standard TLSStandard TLSLocal fileFirm dependent

Pricing accurate as of April 2026. Competitor pricing changes; verify against the source. Trustwise pricing won't change without notice to customers.

When Trustwise isn't the answer

The lanes we don't run in.

Estates above $5M

Federal estate-tax planning, GST exemption strategy, GRATs, family-limited partnerships — these are attorney conversations. We'll happily do the will, but you also need a tax-planning specialist.

International elements

Non-citizen spouse, dual citizenship, foreign property, foreign trusts. The interaction with U.S. estate tax is complex and subject to treaties. Get a cross-border attorney.

Litigation in progress

Pending divorce, family dispute over a prior estate, anticipated will contest. These need a litigator-aware attorney drafting everything.

Special-needs trust funding

We have an SNT product on the roadmap, but if you're funding it from a personal-injury settlement (a first-party SNT), the timing and Medicaid payback rules are best handled by a specialist.

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Compare estate-planning options — Trustwise