The Modern Estate Planning Platform for Today's Attorneys

Getting started is simple. After creating your account, you can upload existing client documents and instantly extract key summaries. Clients without a current plan can be invited to create one using your referral link. You can also access your AI assistant anytime within your portal to ask questions and get support 24/7.

Here at Trust & Will, we use bank-level security to protect and encrypt you and your clients’ personal information. We’re serious about security and we’ll never sell or share your information without consent.

Trust & Will for Attorneys is built for professionals, not consumers. While the consumer product helps individuals create their own estate plans, our Attorney Platform provides a full practice solution with client management, workflow tools, and ongoing plan updates to support more complex needs and long-term client relationships.

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.