When it comes to estate planning, having a Will or Trust is an excellent start—but it’s far from the finish line. At Trust & Will, we believe estate planning is about so much more than just legal documents. It’s about achieving your personal goals, protecting your loved ones, and building a legacy that reflects what matters most to you.
That’s why we introduced Plan Strength, a feature designed to help you take your estate plan to the next level. With personalized insights based on your goals, you can track your progress and ensure your plan grows with your needs.
Let’s explore what Plan Strength is, how it works, and why this feature is an essential tool for building a truly comprehensive estate plan.
What Is Plan Strength?
Plan Strength is your estate planning dashboard, reimagined. It goes beyond legal documents to help you create a more complete and effective estate plan—one that aligns with your personal goals, minimizes burdens on loved ones, and adapts to life’s changes.
How It Works
Set Your Personal Goals Estate planning isn’t one-size-fits-all. Whether you want to avoid family disputes, ensure your estate can cover expenses, or maximize wealth transfer, Plan Strength helps you prioritize what matters most.
Discover Personalized Opportunities Based on your goals, Plan Strength identifies key actions to strengthen your estate plan. These may include completing legal documents, organizing financial accounts, setting up survivor benefits, or preparing letters of instruction.
Take Action & Track Progress Some opportunities are automatically tracked when completed within our platform, while others can be marked as “done” manually—because estate planning often involves steps beyond our system.
Stay Engaged With Your Plan Score Your Plan Score helps you measure how complete and effective your estate plan is, providing a clear, motivating way to stay on track. See the impact of how your actions improve your score over time.
Why It Matters: The Benefits of Plan Strength
Personalized to You: Estate planning isn’t one-size-fits-all. Plan Strength takes your unique circumstances into account, offering recommendations tailored specifically to your situation and goals.
Beyond Legal Documents: Modern estate planning is about more than just paperwork. From safeguarding your financial future to preserving your family’s story, Plan Strength addresses the many facets of a truly comprehensive plan.
Clarity and Control: Estate planning can feel overwhelming, but Plan Strength makes it manageable by breaking it down into actionable steps. You’ll know exactly what you’ve accomplished and what still needs attention.
Ongoing Engagement: Estate planning isn’t a “set it and forget it” process—it’s something that should evolve with you over time. Your plan score will give you tailored insights on how to strengthen your plan based on the goals you set.
Peace of Mind: By following personalized recommendations, you can rest easy knowing your plan is as strong as it can be—today, tomorrow, and for the future.
Estate Planning That Evolves Alongside You
Life changes, and so should your estate plan. Plan Strength empowers you to build a stronger, smarter estate plan—one that protects what matters most, now and in the future.
Log in to your dashboard to check your Plan Strength and explore new opportunities.
New to estate planning? Take our free quiz to find the best plan for you.
At Trust & Will, we’re here to help keep things simple. You can create a fully customizable, state-specific estate plan from the comfort of your own home. Take our free quiz to see where you should get started, or compare our different estate planning and settlement options today!
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Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.
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