Trusted by 1M+ families and advisors.

Let us guide your clients through the process, step-by-step, so that you can focus on what you do best.

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Create your free account and get access to client estate reports, personalized insights, and AI-powered document tools.

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Advisor Spotlight

Why Advisors Nationwide Choose Trust & Will

  • Our Partners:

The Advisor Platform, Powered by EstateOS

Estate planning, handled. So you can focus on advising.

EstateOS is the intelligent platform that enables you to strengthen relationships, deliver peace of mind, and scale your business by increasing retention and AUM.

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Drive growth & AUM.

  • Turn estate planning into a growth engine.
  • Surface hidden assets and outside accounts.
  • Build relationships with heirs to retain wealth across generations.

Deliver standout client value.

  • Offer a modern, seamless estate planning experience.
  • Scale personalized advice with smart tools and AI.
  • Earn loyalty and referrals with a guided client journey.

Rely on trusted expertise.

  • Seamless estate planning so you can focus on the big picture.
  • Built-in compliance and access to our nationwide network of 350+ attorneys.
  • Backed by the #1 platform trusted by 20,000+ advisors.

Advisor Portal

See what's inside your Advisor Portal.

Docs in. Insights Out.

Upload trusts, wills, and Power of Attorney documents. Our AI generates a complete estate plan summary you can edit and share as a polished, client-ready PDF.

  • AI-generated summaries
  • Asset and role data at-a-glance
  • Downloadable PDF to share with clients
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Answers on demand.

A built-in AI assistant that answers questions about your clients' plans, uploaded documents, and estate planning education.

  • Instant clients and beneficiary details
  • Ask about uploaded documents
  • Private and secure

Every client. One view.

Track plan creation and execution from a single dashboard. See progress on notarization, trust funding, and deed transfers so you always know what's done and what's next.

  • Visual progress indicators
  • Estate tax report access
  • Delegate access for team collaboration
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Meet the Team

Live support—for you and your clients.

Questions about your clients’ plans? Each advisor receives their own Trust & Will expert to help. We’re here to make the process easy.

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Dedicated Support

Client Plans

Estate planning that’s simple, affordable, and inclusive.

Will Plan

A plan for who will look after their children, what will happen to their assets, and how they'd like to be cared for.

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Trust Plan

Get all of the coverage of a will, plus reduce the burden on those left behind by avoiding probate court.

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Attorney Plan

For a one time flat fee, your clients gain access to one-on-one time with a licensed estate planning attorney in their state.

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Advisor Pricing

Flexible packages to fit your needs.

Unlike single-fee structures, our pricing options deliver estate planning in the way that suits your clients—and your business—best.

Basic

Free

Refer your clients to Trust & Will to offer them your custom discount on their estate plan.

  • Free to sign up
  • Client pays for plans (10% discount)
  • AI assistance
  • Document extraction & AI summaries
  • Client can add Attorney Support
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Growth

$2,500

Get up to 25 estate plans and dedicated support for a flat annual fee.

  • Up to 25 estate plans included
  • Advisor pays or charges for plans
  • Advisor solutions team + AI assistance
  • Document extraction & AI summaries
  • Bundled Attorney Support available
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Premium

$4,850

Per-seat pricing with complimentary estate plans. Bill your clients directly if you choose.

  • Complimentary client estate plans
  • Advisor pays or charges for plans
  • Advisor solutions team + AI assistance
  • Document extraction & AI summaries
  • Bundled Attorney Support available
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Member Reviews

We’ve helped over 1M people secure their legacies!

FAQs

Common questions.

Typically, clients with <$5m in assets with more straightforward estate planning needs. They want to customize their estate plan to meet their specific needs and desires but don’t want to spend the time and money consulting with a traditional attorney.

We offer state-specific Revocable Living Trusts in all 50 states. Clients are able to customize and add specific provisions to their Trusts based on their unique needs. We take your clients through their Trust, Will, and support healthcare documents question-by-question to add their needed level of customization.

With the purchase of an estate plan, clients will also gain access to one free year of our Unlimited Update Service. One year after purchase, users can maintain access to the Unlimited Update Service for a small fee. Everything is accessible online and our team of experts are standing by to help, anytime.

After you create and log-in to your dashboard, you’ll have a unique-to-you link which you can share directly with your client. Once they get started, you’ll be able to track their progress and request to view their documents once they complete their plan.

In most cases the answer is, yes. We’re used by top tier firms and partners including but not limited to: Betterment, LPL, Merrill, Morgan Stanley, Northwestern Mutual, Prudential, and UBS. Most firms welcome having additional options to share with their clients.

If sending a unique link via your company email is an issue, you can send your link directly through the Trust & Will Agents platform. If you have any compliance concerns we encourage you to check with your team.

Absolutely! Our member support team is ready to support your clients if they have any questions. They’re available via chat, email, and phone support.

We offer attorney support in certain states for an additional cost of $300; which enables your client to get legal advice and have access to an attorney for twelve months.

If your client requires probate assistance, Trust & Will can provide support in most states in the US. Please have your client visit https://trustandwill.com/probate/ to learn more about our probate offerings and book a free consultation with our team.