Enabling advisors to be proactive about their clients’ estate plans.
A convenient and affordable estate planning solution your clients will act on. Simply sign up with your name and work email. Within a few clicks, you’ll gain access to everything you need to introduce Trust & Will to your clients.
Will
Will-based Estate Plan
Trust
Trust-based Estate Plan
Probate
Probate Support
A complete and customized estate plan or a petition ready for probate in less than 30 minutes.
Trust & Will is a great fit for any client with an estate less than $5,000,000 in assets and uncomplicated estate planning needs. These clients typically want a modern, secure solution that meets their specific needs and desires. It often doesn’t make sense to direct these clients to spend thousands with an attorney to meet their uncomplicated needs.
Trust & Will has been vetted by attorneys with decades of estate planning experience. We’ve created estate plans for hundreds of thousands of families and 55% of them are 34-55 years-old.
Estate planning is for everyone.
Your clients can create their own state-specific Estate Plan online in minutes. Through step-by-step questions, Trust & Will helps your clients create a customizable estate to safeguard their life’s work. All of our documents are valid in all 50 states, designed and vetted by attorneys with decades of estate planning experience.
Life changes, so should your client’s estate plan.
Your client’s estate plan is something they should have direct access to and be able to update anytime. It shouldn’t require an appointment and a high hourly rate to make updates. Your clients receive unlimited access and updates with an up-to-date membership.
FIRST YEAR INCLUDED, STARTING AT $19/YEAR THEREAFTER
Book a Demo Today
See how the Trust & Will Advisor platform works for you and your clients. Schedule a demo with an Advisor Specialist for a personalized tour.
Estate Planning
Your clients should decide how their affairs will be handled, not the courts. Creating a complete Estate Plan with Trust & Will means their children, pets, assets, future, and legacy will be handled the way they want.
Individuals & Families
Will
A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children.
Planning Ahead
Trust
Get all of the coverage of a Will plus reduce the burden on those you leave behind by avoiding probate.
Managing an Estate
Probate
Probate on your terms. Choose the plan and level of support that’s right for your unique situation.