FINANCIAL Advisors

Introducing Trust & Will for Advisors.

Better serve your clients with a complete, simple, and affordable estate planning solution.

Man smiling and working on the computer

Enabling advisors to be proactive about their clients’ Estate Plans.

Trust & Will is a convenient and affordable estate planning solution your clients will act on. Simply sign up with your name and work email. Within a few clicks, you’ll gain access to everything you need to introduce Trust & Will to your clients.

Get Started Schedule a Demo

"We do virtually everything else online. Trust & Will has removed the price and access barriers, empowering people to do their estate planning in a very convenient and affordable manner, online! They have rewritten the playbook."

— Derek Notman, Virtual CFP

HOW IT WORKS

As easy as sending an email - we take care of the rest.

  • 1

    Register to get your link.

    Create a free account and immediately get access to your unique referral link, starter email language, and materials to help explain Trust & Will’s unique offering to your clients.

  • 2

    Reach out to your clients.

    We provide you with multiple email options and pre-populated text to easily reach out to your clients and invite them to begin their estate planning journey with Trust & Will.

  • 3

    Monitor your client's progress.

    See how your clients are progressing on their Estate Plan and receive notifications as soon as they complete. This is a great opportunity to follow up, answer questions, or help with transferring assets into their new Trust.

Estate planning is for everyone.

Your clients can create their own state-specific Estate Plan online in minutes. Through step-by-step questions, Trust & Will helps your clients create a customizable estate to safeguard their life’s work. All of our documents are valid in all 50 states, designed and vetted by attorneys with decades of estate planning experience.

Simple, effective, and secure Estate Plans for your clients.

Trust & Will is a great fit for any client with an estate less than $5,000,000 in assets and uncomplicated estate planning needs. These clients typically want a modern, secure solution that meets their specific needs and desires. It often doesn't make sense to direct these clients to spend thousands with an attorney to meet their uncomplicated needs.

Trust & Will has been vetted by attorneys with decades of estate planning experience. We’ve created estate plans for hundreds of thousands of families and 55% of them are 34-55 years-old.

Give your clients 10% off of the plan that’s right for them

  • Trust

    Trust

    Avoid probate by creating a complete Trust-Based Estate Plan for the protection and transfer of your most important assets.

    $599

    $539.10

    (10% off)

  • Will

    Will

    A plan for who will look after your children, what should happen to your assets and how you’d like to be cared for, when you need it.

    $159

    $143.10

    (10% off)

  • Guardian

    Guardian

    Make sure your kids are looked after by someone you know and trust, in case something happens to you.

    $39

    $35.10

    (10% off)

Questions about the Trust & Will Advisor Platform?

See how the Trust & Will Advisor platform works for you and your clients. Schedule a demo with an Advisor Specialist for a personalized tour.

Get Started Schedule a Demo

Life changes, so should your Client’s Estate Plan.

Your client’s Estate Plan is something they should have direct access to and be able to update anytime. It shouldn’t require an appointment and a high hourly rate to make updates. Your clients receive unlimited access and updates with our Unlimited Update Service.

First Year Included, Starting at $12/year thereafter

  • Unlimited access & updates to documents

    Unlimited access & updates to documents

    As life changes make sure your client’s plan does, too. With Trust & Will’s Unlimited Update Service your clients won’t have to rely on paying high hourly fees to make updates to documents, no matter how simple or complex. It’s all included.

  • Stay ahead of estate planning & tax law considerations

    Stay ahead of estate planning & tax law considerations

    Our expert team is constantly tracking and monitoring changes to estate planning law and subsequent tax implications, keep you, your clients (and their documents) up to date every step of the way.

  • Stay up-to-date on your client wishes

    Stay up-to-date on your client wishes

    Your clients can share their documents with you or their loved ones, so you have access to the latest and most up-to-date version of their Estate Plan. Maintaining their Unlimited Update Service ensures you stay up to date, too.

Your own dedicated Advisor Solutions Specialist.

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 8am-5pm PST

1 year of unlimited support from a licensed estate planning attorney.

For just $200, your clients can add 1 year of attorney support to their Estate Plan. Unlimited calls, ultimate support.

Currently available in a limited number of states. Sign in to check availability and learn more.

Learn More
  • Line-by-line Document Review

    Review your decisions, inputs, and details and discuss any consequences or questions you have.

  • Support & Guidance

    Step-by-step instructions and legal advice to ensure you’re on the right track.

  • Legal Estate Planning & Tax Law Advice

    Answer and advise on what is best for your unique situation year-round.

We’re dedicated to elevating each other.

As members of the Financial Planning Association we’re dedicated to elevating each other, and the financial planning profession. We’re bringing affordable and complete access to financial planners and their clients, nationwide.

Approved by leading organizations.

We’re proud to meet the excellence and internal compliance standards of leading financial planning organizations. If you are concerned about internal compliance needs before creating your account, reach out to us to schedule a demo. We’re looking forward to hearing from you.

The most trusted name in online estate planning.

We’re proud to be the category leader in estate planning on Trustpilot. Don’t take our word for it, check out what our members have to say about us.

Who is Trust & Will a good fit for?
Plus icon
What type of Trusts do you offer and can they be customized?
Plus icon
How can my clients make changes and updates to their Estate Plan?
Plus icon
How do I refer a client to Trust & Will?
Plus icon
Will compliance allow me to send a Trust & Will link?
Plus icon
Do my clients have access to support when creating their Estate Plan?
Plus icon
Can my clients talk to an attorney?
Plus icon

Get your referral link today.