Planned Giving Made Easy: How Trust & Will Compares with Planned Giving Platforms

Choosing the right planned giving platform shouldn’t be complicated. Whether you're a donor looking to make a lasting impact or a nonprofit partner wanting to offer your community an easy, trustworthy solution—this guide is here to help. We’ve compared Trust & Will to other leading platforms to give you the clarity you need, all in one place.

Who This Guide is For: Empowering Nonprofits & Their Donors

Planned giving is one of the most impactful ways to strengthen a nonprofit’s future—but choosing the right estate planning platform can feel overwhelming. This guide breaks down how Trust & Will compares to other options, helping you identify the best fit for your mission and your supporters. It’s designed to bring clarity to both nonprofits and donors, so everyone can move forward with confidence.

• Donors: Explore your planned giving options in plain language, understand the differences between platforms, and choose a solution that ensures your legacy supports the causes you care about most.

• Nonprofits: Gain a clear view of estate planning tools you can share with your community, making it easier to spark conversations around legacy giving and strengthen donor relationships.

• Development Teams: Access a trusted, modern platform that not only streamlines the giving process but also provides valuable insights and tools to steward donors and grow your organization’s long-term impact.

Why Trust & Will Stands Out: Built for Families, Backed by Experts, and Trusted by Leading Organizations

When it comes to planned giving, trust is everything. Families want to know their legacy will be handled with care, and nonprofits need a partner they can confidently recommend. Trust & Will was built with both in mind. Our platform is designed to make estate planning simple, accessible, and secure—helping families create legally valid plans while supporting the causes they care about most.

Unlike other platforms, Trust & Will combines the ease of a guided online experience with attorney-approved documents and dedicated support. That means every donor, regardless of background or life stage, can make informed decisions without feeling overwhelmed by legal jargon. Trusted by leading organizations, Trust & Will provides a seamless way for nonprofits to inspire legacy gifts while ensuring donors feel supported every step of the way.

We’re also proud to be the chosen estate planning partner for leading organizations, including AARP and thousands of financial advisors nationwide. Backed by this trust, nonprofits can feel confident that they’re offering their communities a proven, reliable platform. With Trust & Will, planned giving becomes more than just a transaction—it becomes an opportunity to deepen relationships, expand impact, and build a legacy that lasts.

Trust & Will vs. FreeWill vs. Giving Docs

Trust & Will

A modern, attorney-approved platform offering state-specific estate planning documents, including wills and trusts. Trusted by nearly 700,000 families and over 11,000 financial advisors. Partners benefit from custom integrations, reporting, and marketing support.

FreeWill

A free online tool that helps users create basic estate planning documents and encourages charitable giving. While it’s a good introduction to planned giving, it lacks customization for state-specific needs or advanced planning tools.

Read Full Comparison: FreeWill vs. Trust & Will

Giving Docs

An online tool that provides basic estate planning options when invited by a nonprofit partner, but currently lacks advanced planning features like trust creation or extensive partner support. Best for simple gifts, but may fall short for more complex donor needs.

Read Full Comparison: Giving Docs vs. Trust & Will

Why Trust & Will’s EstateOS is the Clear Choice for Nonprofits

When evaluating planned giving platforms, it’s clear that Trust & Will offers more than just estate planning documents. With EstateOS, we’ve built the first intelligent, always-on estate planning system—designed to evolve with donors’ lives and maximize the impact for nonprofits.

Unlike other platforms that focus on static document creation, EstateOS delivers:

• Real-time donor insights: See legacy commitments, life events, and bequests as they happen, empowering your team to steward gifts with confidence.

• Built-in engagement tools: Prompt giving at the right moment, helping donors turn intent into action.

• A Digital Vault for donors: Secure, bank-level encrypted storage for estate plans and personal documents, ensuring plans stay current and accessible.

• Trusted expertise: Attorney-approved documents and nationwide legal support, giving donors peace of mind while safeguarding your nonprofit’s reputation.

• Dedicated nonprofit partnerships: Co-branded donor experiences, tailored resources, and hands-on support to help you activate more planned gifts and build long-term donor loyalty.

With Trust & Will, nonprofits gain more than a tool—they gain a trusted partner committed to making planned giving simpler, smarter, and more impactful. By offering families an easy, expert-backed way to create their legacy, you not only grow your organization’s future but also honor the people who make it possible.

Ready to Learn More?

If you’re exploring estate planning solutions for your donors, our Partnerships Team is here to help. We’ll walk you through our nonprofit offering and show you how we support giving programs like yours. Contact us to schedule a demo and find out how we can create a unique planned giving program for your nonprofit.