Introducing Trust & Will for Advisors

A complete and easy Estate Planning solution for your clients.
Trust Pilot
How It Works

Making Trust & Will available to your clients is as easy as sending an email – we take care of the rest.

Simply sign up with your name and work email. Within a few clicks, you'll get access to everything you'll need to introduce Trust & Will to your clients.

Register to get your link.

Create an account to get your unique referral link, starter email language and materials to help explain Trust & Will's unique offering to your clients.

Reach out to your clients.

Simply copy, paste and send the email we provide and we'll take care of the rest. You'll even get visibility into who takes action on your unique link.
Who's It For?

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

Trust & Will is a great fit for any client with an estate below the estate tax threshold ($11.2M as an individual). These clients typically want a modern, secure solution and it doesn't make sense asking them to spend thousands with an attorney. Vetted by attorneys with decades of estate planning experience.

If you are dissatisfied with your completed documents contact us within 30 days of your purchase for a full refund.

Offering Trust & Will to your clients is a perfect way to reach out without a forced coffee.
Will Family
Will Family

A Complete Estate Plan

With Trust-Based Estate Plans starting at just $399, your clients can live more comfortably knowing their affairs are in order.

A Trust-Based Estate Plan

Revocable Living Trust

Pour Over Will

HIPAA Authorization

Living Will

Power of Attorney
Trust-Based Estate Plan – Avoid probate court and allow your assets to seamlessly pass to your beneficiaries. Also includes the staples of an Estate Plan to elect guardians and specify healthcare wishes with customized and state-specific documents that reflect your specific wishes.


Include a Trust for your spouse for just $100 more

What People Are Saying

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ASign up to get started. We'll send you all the information you need to include Trust & Will as part of your advisory services. You'll be up in running in minutes.

Built by lawyers created by you.

All of your documents have been built by an experienced legal team.

30-day money back guarantee.

If you are dissatisfied with your completed documents, we’ll refund your purchase.

We’re here to help anytime.

Our expert team of real humans are standing by from 9am – 5pm PST, M – F, and we respond ASAP.