Estate planning starts here.
Welcome to Trust & Will! Thanks to your financial advisor, you will receive a discount on your estate plan at checkout. Together, we will help you meet your estate planning goals and leave your legacy.
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Make sure your loved ones are covered.
Set up a Trust.
Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court.
- Popular choice for homeowners
- Contains all Will documents
- Goes into effect while you’re living
Write a Will.
Cover the basics, like who will be responsible for your children and what should happen to your assets after you're gone.
- Does not prevent probate court
- Most affordable estate plan
- Goes into effect after you're gone
Key Features
The leading digital estate planning solution in the U.S.
Pick the Right Plan
What plan is right for you? Let’s find out.
Answer a few questions and we’ll suggest the best plan to fit your unique needs.
Do you have kids under 18?
Why are we asking this?
If you have minor children, a Will is essential for naming legal guardians. The number of children and their ages also impact how Trusts and inheritances are structured. Additionally, a Trust ensures your family will not have to go through the lengthy, expensive, and stressful probate court process after you're gone.
Member Reviews
We’ve helped over 1M people secure their legacies!
Dedicated Support
Do you have questions about your plan?
Don’t rely on googling or guesswork. Our support team has your back and will make the process easy. Whether we’re in the office or not, we always respond as soon as possible.
Talk to our support team:
Monday to Friday, 7am-5pm PT
