Attorneys — Do more with less to grow your practice.

Streamline your current caseload, grow your practice, and expand your reach with confidence.

For Attorneys, Powered by EstateOS

Coming soon: Power up your practice with EstateOS.

EstateOS helps attorneys streamline client work, manage referrals, and scale with confidence—through intelligent tools, automated workflows, and real-time visibility.

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Get referrals, not just leads.

The right clients, at the right time—matched to your expertise.
Receive qualified referrals based on region and specialization.
Track referred client activity from intake to engagement.

Streamline every case.

Automate workflows and manage more clients with less effort.
Client summaries and timelines to get estate overviews and historical data.
Quickly organize clients and summarize key highlights with intelligent assistance and bulk doc uploads.

Unlock new opportunities.

Smarter insights. Stronger safeguards. Better outcomes.
Receive auto alerts for document update opportunities.
Summarize client files instantly with AI-powered document extraction.

EstateOS: The operating system for future planning.

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Get Started

Helping families plan for the future.

If you're interested in learning more about how EstateOS can enhance your practice, please fill out the form below. A representative from Trust & Will will reach out with additional information.

Attorney Packages

Flexible packages to fit your needs.

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Premium Plan

Manage unlimited clients in a centralized, secure workspace with tools that help you stay organized, proactive, and compliant.

Unlimited client tracking
AI-powered insights, plan tracking, and life event alerts
Full compliance with access controls and audit trails

Basic Plan

Manage up to 250 clients with streamlined tools, AI support, and access to premium referrals from Trust & Will.

Up to 250 clients with document extraction
Advanced AI insights and intelligent notifications
Premium referrals to grow your client base

FAQs

Common questions.

Some people can finish their estate plans in as little as 30 minutes. But don’t worry, we’ll save your responses as you go so you can always pick up where you left off.

All of our estate plans are built by attorneys and customized by you. Every plan is legally-valid, state specific, and created to meet your specific needs.

In order to ensure your estate plan is legally binding, sign and notarize the documents upon receiving or downloading.

Check out our Learn Center to learn more about the legality of online Wills or witness and notary requirements.

We are so sorry for your loss and we’re here to support you in figuring out the next steps. First, obtain legal documentation of the death and notify the necessary parties. Follow this checklist to ensure you’re correctly managing this challenging situation.

Here at Trust & Will, we use bank-level security to protect and encrypt your personal information. We’re serious about security and we’ll never sell or share your information without consent.

Yes. Payment plans are available for both our Will Plan and Trust Plan. We offer payment plans to align with our mission to make estate planning and settlement affordable and accessible for everyone.