AI That Works for You—Powered by Innovation, Guided by Experts
AI-powered estate planning that’s simple, secure, and built to protect what matters most—your legacy, your loved ones, and your privacy.
Humans at the Heart
At Trust & Will, AI isn’t a replacement for human expertise—it’s a tool that further empowers families and advisors. We use AI thoughtfully to enhance the estate planning journey, making it more accessible, efficient, and personalized.
Key AI-Enhanced Features
✔️ Personalized guidance: Receive personalized estate planning guidance based on your unique goals and circumstances.
✔️ Real-time legal insights: Stay informed with up-to-date estate planning laws and best practices.
✔️ Document review: Ensure completeness and clarity while keeping legal decisions in your hands.
✔️ 24/7 support: Get your estate planning questions answered instantly through our AI chatbot, a valued member of our live support team.
Our AI-driven tools enhance, never replace, our human-centric approach to estate planning.
Our Promise: Safeguarding Privacy & Maintaining Trust
Estate planning involves sharing personal and financial details. That’s why our promise is to prioritize security at every step—no matter the technology used. Our AI features are designed with built-in privacy protections and advanced encryption. We maintain the highest security standards through our SOC Type 2 compliance and bank-level encryption to protect your data.
Security Commitments in AI
✔️ Privacy-first automation: AI streamlines your experience without sending data to third parties.
✔️ Enterprise-grade encryption: Your information is protected through our bank-level encryption, and with continuous monitoring of our internal security controls.
✔️ Continuous security updates: We meticulously monitor and improve our technology to stay ahead of industry standards.
We believe AI should protect your legacy—never compromise it.
AI That Works for You—Responsibly
AI is a powerful tool when used ethically. We’re committed to responsible AI practices that prioritize fairness, transparency, and compliance with legal standards.
Our AI Principles
✔️ Best of both worlds: AI enhances estate planning but never replaces professional guidance.
✔️ Clear AI communication: We clearly communicate where and how AI is being used in our services, ensuring users have full control over their estate planning journey.
✔️ Regulatory compliance: We continuously monitor AI-related regulations and legal frameworks to align with industry best practices and uphold our users' trust.
We continually refine our AI to serve families with clarity, confidence, and trust.
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