We’re the experts—just ask our 1M+ users.
#1 in estate planning with white glove services and support. Let us guide your clients through the process, step-by-step, so that you can focus on what you do best.
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"The accessible, easy-to-use, convenient solution."
Within the first 12 months of implementing Trust & Will, Deane Wealth Management completed estate plans for over 65% of existing clients and 100% of new clients. The firm has done more estate planning in that year than in previous years combined. Trust & Will has built workflows and processes to ensure that estate planning never slips through the cracks.
We offer a guided experience for your clients. A simple and clear, step-by-step process.
Live support standing by to help you and your clients along the way.
Meet your dedicated Advisor Solutions team. Questions about your clients’ plans? Don’t rely on googling or guesswork - each advisor receives their own solutions specialist to help. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.
We’re available:
• Monday-Friday 9am-5pm PST
EDUCATE
Helpful resources for you and your clients.
Inspire your clients to plan their legacies with:
Tailored guides and checklists
Educational articles
Sample estate planning documents
CREATE
Complete end-to-end estate planning.
Everything your clients need to create and manage their estate plans from the comfort of home. With our legally valid documents, your clients can:
Nominate child and/or pet guardians
Decide who will handle their affairs
Leave specific gifts (money, posessions, property, etc.)
Determine how their assets will be distributed
SUPPORT
Attorney support available for your clients.
For just $299, your clients can add 1 year of attorney support to their Estate Plan. Unlimited calls, ultimate support.
Review decisions, inputs, and details with a licensed estate planning attorney
Receive step-by-step instructions and legal advice to ensure they're on the right track
Have access to unlimited calls and support
VISUALIZE (NOW LIVE!)
Personalized insights for you and your clients—all contained in an easy-to-use-dashboard.
Gain insights to assets and uncover family dynamics that may impact your client’s planning needs.
Customized visualization reports empowering you to identify future planning opportunities
Personalized asset insights highlighting your clients decisions
Probate avoidance tactics
UPDATE
Unlimited access and updates to documents.
As life changes, so should your client's estate plan. Trust & Will provides a dynamic planning approach:
Proactively reach out to your clients based on the insights you get to make updates to their estate plan
Gain visibility into your clients decisions and documents to help you best serve your clients as their life changes
Make connections with loved ones and trusted individuals designated in their plans to ensure you're prepared for their wealth transfer
Making estate planning (and peace of mind) simple, affordable, and inclusive for all.
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WILL PLAN - STARTING AT $199
A plan for who will look after their children, what will happen to their assets, and how they'd like to be cared for. -
TRUST PLAN - STARTING AT $499
Get all of the coverage of a will, plus reduce the burden on those left behind by avoiding probate court. -
PROBATE PLANS - STARTING AT $1999
Our county-specific probate guidance makes it easy to gather the right documents and stay on top of the process.
Flexible packages to fit your needs.
We give you the flexibility to deliver estate planning services in a way that suits their clients best. Unlike single-fee structures, our pricing options help you deliver tailored solutions. Both options provide access to client estate reports, summaries and personalized insights, along with a dedicated advisor solutions team and client access to our attorney network.
Advisor Paid:
Seat-based pricing
Pay a single fee per seat to offer complimentary, comprehensive estate plans without individual client costs. This model simplifies billing, ensures predictable expenses, and scales easily as your firm grows. Volume discounts are available for firms purchasing multiple seats.
Client Paid:
Advisor discounts
Offer your clients a custom discount on the estate plan of their choice using your unique Trust & Will referral link. Clients can also add attorney support to any plan for an additional $299, providing a flexible and cost-effective estate planning solution.
Scalable estate planning solutions for forward-thinking Advisors.
It's the smart, highly trusted platform for your clients to easily create, manage, and secure their legacy.
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Scale your business by increasing retention and AUM.
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Strengthen client relationships and deliver peace of mind.
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Protect your clients with the most comprehensive plans.
Proactive planning. Retained clients.
60% of Americans lack a Will or Trust. We're on a mission to change that. Simply sign up with your work email address and within a few clicks you'll have everything you need to help your clients build their futures and their legacies.
“Trust & Will provides a great, affordable service to my clients who need a basic estate plan established. The interface guides them well, the documents are done correctly, and the ability to send everything to their home ready for signature is high-value.”
"We strive to give our clients peace of mind throughout their financial planning journeys, and partnering with Trust & Will helped us accomplish that mission. Guiding our clients through the estate planning process gives them assurance that their loved ones will be taken care of now and in the future."
Give your clients the peace of mind they deserve.
#1 in estate planning. Just ask our 1M+ users.
Give your clients the peace of mind they deserve.
#1 in estate planning. Just ask our 1M+ users.
