SwiftProbate vs Trust & Will
SwiftProbate is a self-service tool that guides families and executors through every step of estate settlement — with a personalized, county-specific checklist, deadline tracking, document tools, and Grace, an AI assistant available 24/7 to answer questions along the way.
Trust & Will is best known for online wills and trusts. Their probate product is an attorney-referral funnel — free intake, with users paying the matched attorney directly.
This comparison is for informational purposes only. SwiftProbate is not a law firm and does not provide legal advice.
What is Trust & Will?
Trust & Will is one of the most established online estate planning brands, with its core business in wills and trusts. Their separate Probate product is an attorney-matching funnel: a free intake form helps personalize document drafts, and users are matched with vetted local probate attorneys whom they pay directly for legal services. Trust & Will doesn't publicly disclose a flat fee for the probate product itself; payment plans are mentioned but specific dollar figures aren't listed. Available across the US.
Key Differences
Approach
A self-service tool you use yourself — personalized AI-generated checklist, document management, deadline tracking, and Grace, a 24/7 AI chat assistant.
An attorney-referral product. You complete a free intake, get matched with a local probate attorney, and work directly with that attorney for legal services.
Total Cost Path
$39 one-time (or free tier) covers the tool. You bring in an attorney only if your situation specifically needs one.
Intake is free, but the actual cost is what you pay the matched attorney directly. Probate attorney fees typically run $3,000–$10,000+ depending on the estate.
What You're Using
Software with AI personalization. Designed to give first-time executors clear next steps without committing to legal representation.
A funnel into a legal-services relationship. The product itself is more about matching than about ongoing software.
Jurisdictional Depth
AI research engine pulls from 3,200+ county-level probate guides and 160+ institution-specific guides.
The matched attorney handles jurisdictional specifics on your behalf.
Feature Comparison
| Feature | SwiftProbate | Trust & Will |
|---|---|---|
| Pricing | ||
| Tool price | $39 one-time | Free intake; pay matched attorney directly |
| Free tier | Yes — full personalized starter checklist | Free intake only |
| Total expected cost | $39 (plus attorney only if needed) | Attorney fees (typically $3K–$10K+) |
| Features | ||
| Personalized AI research | ||
| Document management | Document drafts during intake | |
| Family collaboration | Limited | |
| AI chat assistant (24/7) | Yes — Grace | |
| Ongoing tool throughout the process | No — funnel into attorney relationship | |
| Coverage | ||
| State coverage | All 50 states + DC | Vetted attorneys nationwide |
| County-level guides | 3,200+ | Handled by matched attorney |
| Institution guides | 160+ | Handled by matched attorney |
| Support | ||
| Attorney match | Yes — vetted local attorneys | |
Your estate is unique — get a personalized task list with deadlines, forms, and next steps
Start freeWhy Consider SwiftProbate
- Skip the funnel into paid legal services if you don't actually need an attorney — many uncontested estates don't
- Get a personalized, county-level checklist immediately, with deadline tracking and document management built in
- Stay in control of the process from start to finish — no handoff to an outside relationship
- Get AI-generated guidance from 3,200+ county guides and 160+ institution guides
- Ask follow-up questions 24/7 with Grace, our AI chat assistant — including help filling out probate forms
- Try the free tier first to see exactly how much you can do without an attorney
Why Consider Trust & Will
- You already know the estate is complex enough to need an attorney and want help getting matched with one
- You value the Trust & Will brand and want one provider for both estate planning and a probate attorney match
- You'd rather hand off the process to a legal professional than run it yourself
Which is Right for You?
Choose SwiftProbate if...
Families and executors who want to handle probate themselves with strong personalized guidance — and bring in an attorney only if their specific situation requires one.
Choose Trust & Will if...
People who already know they want an attorney to run probate for them and want a vetted referral from a familiar brand.
Frequently Asked Questions
Is Trust & Will Probate the same kind of product as SwiftProbate?
How much does Trust & Will Probate actually cost?
Does Trust & Will offer personalized AI research?
When is SwiftProbate the better choice?
Navigate probate with confidence
- Personalized to your assets, heirs, and jurisdiction
- Deadlines calculated from your date of death
- Track progress and store documents in one place
Free — no credit card required
Informational guidance only — not legal advice
Disclaimer: This comparison is for informational purposes only and does not constitute legal advice. Feature and pricing information is based on publicly available data as of April 2026 and may have changed. SwiftProbate is not a law firm and does not provide legal representation. Consult a qualified attorney for advice specific to your situation.