Estate planning should be simple, affordable & inclusive.

We’ve helped hundreds of thousands of families create their estate plans, and we’re just getting started. We’re enabling every American to create a plan that’s customized to fit their needs, their life, and their legacy.

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How it started & how it’s going.

From one text to earning the backing of some the world’s most respected companies and investors. From one idea to hundreds of thousands of estate plans. We’re transforming the way families plan for the future.

Made with love in San Diego, California.

We’re transforming an industry with a data-driven, design-first approach and amazing customer support. From our light-filled, open offices in San Diego to our remote team members across the country, we’re all bound by our mission to make estate planning simple, affordable, and inclusive. We can’t wait to hear from you.

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Designed to meet the highest legal standards.

All of our documents have been designed and approved by estate planning attorneys to meet the highest legal standards. Our process is simple, secure, complete, and customized for your specific needs and state requirements. Still not convinced? See what our members are saying about us.

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Partnered with leading organizations.

We've partnered with leading organizations to provide even more Americans with simple, affordable and inclusive estate planning.

Contact us to partner with Trust & Will and provide value to your customers.

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Built by attorneys, customized by you.

With plans starting at just $199, we’ve got something for every unique life situation. Most people complete their plan in about 15 minutes and worry less tomorrow.

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Making an impact in more than just estate planning.

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We believe estate planning is for everyone.

We’ve taken the 1% Pledge to ensure we’re also giving back to organizations that share our mission and support equal access.

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Offsetting our carbon footprint with a climate positive workforce.

We’re committed to being a climate positive workplace, assuring that our company helps become a part of the climate crisis solution.

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We’re committed to giving back to causes we believe in.

We’ve made a binding pledge to donate a portion of our personal proceeds on liquidity to charity.

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Building a more inclusive and equitable financial ecosystem.

We believe fintech can provide broad and equitable access to financial services, and it can do so much more to bridge the gap of inclusivity.

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We believe in a more diverse and inclusive tech industry.

We’re dedicated to having a diverse team and board, and when we have a choice of investment partners in the future, the diversity of their firms will be an important consideration.

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We support and advocate for working parents.

We get it - growing a family is wonderful and exhausting. Many of us are parents too. That’s why we’re committed to creating a supportive and inclusive workplace for parents

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    • Better Business Bureau Accredited