Your estate plan. Smarter, stronger, ready for life.
Create your will or trust with the platform built to evolve, protecting your loved ones today, tomorrow, and beyond.
A Word from Our Members
Our estate planning platform: Connecting generations.
"I got Trust & Will because our kids were already 5 and 7. I kept delaying it, so I made it a New Year's resolution. It was easy to sign up. I would make a little bit of progress every day and before I knew it, it was done."
Justin Kramm. Justin, his wife Vica, and their sons Alex and Oscar
Estate Planning
It's time—start your online estate plan now.
Our guided online platform makes creating or updating your will or trust a breeze. Need expert input? Our attorneys are ready to offer one-on-one support.
Set up a Trust.
Your complete plan to protect and transfer your assets. A trust prevents your loved ones from losing time and money in probate court.
- Popular choice for homeowners
- Contains all Will documents
- Goes into effect while you’re living
Write a Will.
Cover the basics, like who will be responsible for your children and what should happen to your assets after you're gone.
- Does not prevent probate court
- Most affordable estate plan
- Goes into effect after you're gone
EstateOS
Plan smarter.
Protect more.
Life changes and your estate plan should keep up. Our intelligent platform keeps everything organized, updated, and ready — so your loved ones never face the burden alone.
Your estate, fully connected.
Get the tools and guidance you need to keep your plan strong — today and tomorrow.
- Unlimited updates to your plan
- Share access with trusted contacts
- Smart alerts & personalized insights
Everything you need for a smarter, stronger estate plan.
"I loved knowing exactly what my plan was missing. The AI powered recommendations showed me gaps I hadn’t even considered and the custom insights were a game changer. It’s a huge relief knowing my family is good hands."
Molly P, Member since 2020
Our Services
Support that evolves with you.
Expert tools, tailored to you.
Created by legal experts and designed to grow with you. Our platform helps you handle the details confidently, no matter where life takes you.
Guidance you can count on.
We break things into simple, manageable steps and are always here to help — with member support, expert guidance, and proactive updates as life changes.
Affordable today, valuable tomorrow.
Estate planning should be accessible to everyone. Our platform makes it affordable to start and easy to maintain over time.
Security you can trust.
With bank-level encryption and secure sharing features, your most important documents and details stay protected — and accessible when they’re needed most.