Life Insurance

You've planned for your family's future. Now let's help protect it.

Life insurance and estate planning go hand-in-hand, and you've already done the hard part. Add to your overall protection through our trusted partner Policygenius while you're already in the right headspace.

Free to explore. No commitment required.

Complete your protection.

  • Your estate plan defines your wishes. Life insurance ensures your family has the financial resources to carry them out.
  • Two parts of the same commitment: to the people you love.

Skip the guesswork.

  • Get personalized guidance from licensed experts—no research rabbit holes, no pressure.
  • You bring the context. Our life insurance partner brings the expertise.

Our Trusted Partner

Expert life insurance guidance, powered by Policygenius.

Policygenius is the trusted partner we chose to help Trust & Will customers find the right life insurance coverage. Since 2014, they've helped over 30 million people shop for insurance and placed more than $120 billion in coverage.

Licensed Agents

A Policygenius agent walks you through your options from your first conversation to your final signature. Real expertise at every step—not an algorithm.

Top-Rated Insurers

Compare personalized quotes from leading insurance companies, all in one place. Policygenius does the shopping so you don't have to.

A Case Manager for You

Once you've chosen a policy, a dedicated Policygenius case manager coordinates everything—from underwriting to your final paperwork—so nothing falls through the cracks.

How It Works

What to expect, from your first estimate to getting covered.

You'll land on Policygenius's life insurance calculator. Answer a few quick questions about your coverage needs, and you'll get a personalized estimate in minutes—no obligation, no commitment required to start.

A Policygenius licensed agent will reach out to walk you through your options, answer your questions, and help you find a policy that actually fits your situation. Think of it as a conversation, not a sales call.

Found something you like? Your licensed agent handles the paperwork. Submitting an application doesn't commit you to anything; it simply lets the insurer know you're interested in a formal coverage offer.

Once you're approved and decide to move forward, you'll e-sign your policy and pay your first premium. That's it—you're covered. A Policygenius case manager will be with you every step along the way.

Explore Life Insurance

The Time Is Right

Life insurance, in context.

While you're building your estate plan with Trust & Will, you're already in the right headspace. You're thinking about your dependents, your wishes, your future. That context makes the life insurance conversation simpler, and the decision a whole lot clearer.

We're not here to add to your to-do list. We're here to help you finish it.

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FAQs

Common questions.

Not necessarily, but the two work better together. Your estate plan outlines what you want for your family. Life insurance helps ensure they have the financial resources to carry it out. It's worth exploring, especially if you have dependents or outstanding financial obligations.

You'll be taken to Policygenius's life insurance calculator to get a free personalized estimate. From there, a licensed Policygenius agent will reach out to walk you through your options — no commitment required at any point.

That depends on your family's situation: income, debts, dependents, and goals. Policygenius's tools and licensed agents can help you work through the right amount without any pressure or guesswork.

Yes. Getting quotes through Policygenius is completely free, and there's no obligation to purchase. You'll only pay if you choose a policy.

Life insurance is a separate, optional step that won't change your estate plan, but works in parallel with it to help strengthen your family's overall protection.