The Learn Center

Making the process of estate planning and settlement as simple as possible.

Let’s face it, estate planning and settlement can feel overwhelming. That's why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one's estate as simple and straightforward as possible.

financial advisors | 3 min read

Why Estate Planning Shouldn’t Be an Afterthought in Your Practice

Insights from Kitces Research & How Trust & Will Supports Advisors in Delivering More Value

estate planning | 3 min read

The Tony Bennett Estate Battle: A Cautionary Tale About Trustee Selection

estate planning | 4 min read

Trust & Will vs. FreeWill Reviews: Which Estate Planning Platform is Right for You?