The leading estate planning solution for advisors.
Join over 10,000 financial advisors and firms who are delivering peace of mind to their clients by offering a comprehensive estate planning solution.
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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.
The highly trusted solution for streamlining the estate planning process for you and your clients.
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 $300, 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.
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
Customized pricing and volume discounts available exclusively for advisors.
Give your clients 10% off with your unique Trust & Will referral link. Unlimited attorney support can be added to any plan for an additional $300.
Looking to save your firm and your clients even more? Pre-purchase estate plans for discounts up to 30% off.
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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. -
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. -
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.
Trust & Will's Advisor Seat Based Pricing Option
Complimentary estate plans for every client.
Our seat-based pricing model offers a straightforward, cost-effective way to manage estate planning for all your clients. By paying a single fee per seat, you can provide comprehensive estate plans without worrying about individual costs for each client. This model ensures predictable expenses, simplifies billing, and allows for easy scalability as your firm grows.
View clients' estate reports, estate summaries, and personalized insights
Dedicated Advisor Solutions Team to partner with you
Clients have access to our attorney network
Volume discounts for firms that purchase multiple seats
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
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.
Enabling advisors to be proactive about their clients’ estate plans.
A convenient and affordable estate planning solution that will empower your clients to plan for tomorrow, today.
"Trust & Will has enabled me to better serve my clients by implementing a high quality digital estate planning solution. Clients work with us because they want a one-stop shop. Estate planning has become an integral part of deepening my client relationships."
— Samuel Deane, President & CEO at Deane Wealth Management
“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."
Start prioritizing estate planning, today.
Give your clients the peace of mind they deserve.
Start prioritizing estate planning, today.
Give your clients the peace of mind they deserve.
