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Typically, clients with <$5m in assets with more straightforward estate planning needs. They want to customize their estate plan to meet their specific needs and desires but don’t want to spend the time and money consulting with a traditional attorney.

We offer state-specific Revocable Living Trusts in all 50 states. Clients are able to customize and add specific provisions to their Trusts based on their unique needs. We take your clients through their Trust, Will, and support healthcare documents question-by-question to add their needed level of customization.

With the purchase of an estate plan, clients will also gain access to one free year of our Unlimited Update Service. One year after purchase, users can maintain access to the Unlimited Update Service for a small fee. Everything is accessible online and our team of experts are standing by to help, anytime.

After you create and log-in to your dashboard, you’ll have a unique-to-you link which you can share directly with your client. Once they get started, you’ll be able to track their progress and request to view their documents once they complete their plan.

In most cases the answer is, yes. We’re used by top tier firms and partners including but not limited to: Betterment, LPL, Merrill, Morgan Stanley, Northwestern Mutual, Prudential, and UBS. Most firms welcome having additional options to share with their clients.

If sending a unique link via your company email is an issue, you can send your link directly through the Trust & Will Agents platform. If you have any compliance concerns we encourage you to check with your team.

Absolutely! Our member support team is ready to support your clients if they have any questions. They’re available via chat, email, and phone support.

We offer attorney support in certain states for an additional cost of $300; which enables your client to get legal advice and have access to an attorney for twelve months.

If your client requires probate assistance, Trust & Will can provide support in most states in the US. Please have your client visit https://trustandwill.com/probate/ to learn more about our probate offerings and book a free consultation with our team.