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How to Calculate Trust vs Will Cost Comparison

What is Trust vs Will Cost Comparison?

A trust vs will cost comparison calculator helps you evaluate whether a revocable living trust or a simple will is more cost-effective for your estate plan. Trusts cost more upfront ($1,500–$5,000) but avoid probate, while wills are cheaper ($300–$1,000) but require probate proceedings.

Formula

Net Savings of Trust = Estimated Probate Costs – Trust Setup Cost – Trust Maintenance Costs
TC
Trust Cost ($) — Attorney fees to create and fund the trust
WC
Will Cost ($) — Attorney fees for a simple will
PC
Probate Cost ($) — Estimated total probate fees for the estate

Step-by-Step Guide

  1. 1Estimate the cost of setting up a revocable living trust with an attorney
  2. 2Compare to the cost of a simple will
  3. 3Calculate the estimated probate costs your estate would incur with only a will
  4. 4Determine the break-even estate size where a trust saves money

Worked Examples

Input
Estate $400,000 in California, trust costs $3,000, will costs $500
Result
Probate would cost ~$22,000. Trust saves ~$18,500 net. Trust is worth it.
Input
Estate $100,000, simple situation, no real estate
Result
Probate may use simplified procedure. Will at $300–$500 is sufficient.

Common Mistakes to Avoid

  • Creating a trust but not funding it (transferring assets into it), making it useless
  • Assuming a trust replaces a will entirely — you still need a pour-over will
  • Not accounting for ongoing trust maintenance and administration costs

Frequently Asked Questions

Is a trust always better than a will?

Not always. For small, simple estates (under $100,000–$150,000) with no real estate, a will with small estate affidavit may be cheaper and simpler. Trusts make sense for larger estates or when probate avoidance is important.

Does a trust protect assets from lawsuits?

A revocable living trust does NOT protect assets from creditors or lawsuits during your lifetime. Asset protection requires irrevocable trusts with specific provisions.

Ready to calculate? Try the free Trust vs Will Cost Comparison Calculator

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