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.

estate planning | 4 min read
Is Your Nonprofit’s Planned Giving Team Considering an Estate Planning Partner? Read This Before Choosing.
Comparing FreeWill vs. Trust & Will for planned giving? Discover which estate planning partner offers better support, tools, and donor engagement.

news | 3 min read
Trust & Will Secures $4.5 Million Investment from Curql to Expand Estate Planning for Credit Union Members

financial advisors | 2 min read
Empower Your Team: Introducing Delegate Access for Your Advisory Practice