Custom Estate Plans

Some situations require a specialist to protect what matters most.

When your situation is complex—a blended family, a child with special needs, estates that require medicare planning—we’ll match you with a vetted attorney who handles exactly that.

Trust & Will matches you with an attorney for free. Attorney fees are set by your attorney.

Match With An Attorney

Done-for-you estate planning.

  • One size doesn’t always fit all—we’ll match you with a specialist who will create a custom plan for you.
  • Skip the hassle of finding the right attorney who is qualified to handle your unique needs.

We're with you every step of the way.

  • As a Trust & Will customer, we will continue guiding and supporting you, every step of the way.
  • Your documents will live in your Trust & Will account so that you can continue enjoying our platform benefits.

  • Proudly Featured By:

How It Works

How It Works

Three steps from telling us your situation to having a plan that’s built just for you.

We’ll help you customize your Will Plan one question at a time, so you can decide what's best for you and your family.

Our team identifies an attorney who specializes in situations like yours.

Your assigned attorney will work with you directly to create your personalized, custom estate plan.

Match With An Attorney

Who It's For

Does any of this sound familiar?

Custom Plan is built for situations that call for dedicated legal expertise. If any of these apply to you, this could be the right fit.

Children from previous relationships, step-parents, or guardianship arrangements that needs specific legal protections.

A child or loved one with special needs who requires a trust structure that protects their benefits eligibility.

You have business assets that need to be transferred, protected, or wound down as a part of your estate plan.

Examples include significant assets, varied holdings, cross-border assets, or tax planning considerations that benefit from custom legal structuring or specialized handling.

Types of Custom Plans

Attorney-drafted plans for every complex situation.

Match With An Attorney

    Why Trust & Will?

    A different experience than finding an attorney on your own.

    We don’t just give you a list. We do the work of finding the right fit, and we stay with you throughout your journey.

    Match With An Attorney

    Your expert, hand-selected.

    We match you with a specialist based on your specific needs—not just a directory of names to sort through yourself.

    Vetted and trusted.

    Every attorney in our network is licensed, reviewed and specializes in estate planning. No guesswork required.

    Your plan stays in one place.

    After your attorney creates your documents, they’re available in your Trust & Will account for easy access and safekeeping.

    Member Reviews

    We’ve helped over 1M people secure their legacies!

    FAQs

    Common questions.

    Custom Plan matches you with a vetted estate planning attorney who specializes in your situation. Your attorney will draft a plan tailored to your specific needs—whether that's a special needs trust, blended family provisions, business succession planning, or other complex arrangements. When your plan is complete, your documents are stored in your Trust & Will account.

    We hand-pick an attorney from our vetted network based on your specific situation and location. Every attorney in our network is reviewed for licensure, experience, and estate planning expertise. You'll be matched with someone who has handled cases like yours before—not just the nearest available attorney.

    Attorney fees are set directly by each attorney and vary based on the complexity of your situation and your location. Trust & Will does not charge a fee for the match. Your attorney will discuss their fees with you directly during your initial consultation.

    Your attorney will reach out to schedule a consultation. After getting to know your situation, they'll draft your custom estate plan. When it's complete, your documents will be accessible directly in your Trust & Will account—organized alongside the rest of your estate planning information.

    Our Will and Trust plans are a great fit for most people's estate planning needs. Custom Plan is for people whose situations require dedicated attorney involvement—like a special needs trust, a blended family with complex considerations, a business succession plan, or significant assets. It's about finding the right fit for your specific circumstances—both are designed to fully protect the people and things that matter most to you.