Plan Strength is a new feature that is now available to Trust & Will members. New tools that are a part of this feature will continue to be rolled out into 2025.
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’re thrilled to introduce our latest feature: Plan Strength.
This new addition to your dashboard is designed to help you take your estate plan to the next level, offering a personalized, goal-driven experience that uncovers opportunities to strengthen your plan in meaningful ways. Let’s dive into what Plan Strength is, how it works, and why it’s an essential tool for anyone serious about comprehensive estate planning.
What Is Plan Strength?
Plan Strength is your estate planning dashboard reimagined. It’s an intelligent, goal-oriented tool that evaluates your current estate plan, helps you identify your priorities, and highlights actionable steps to make your plan even stronger.
Whether you want to prevent family disputes, ensure your estate can cover expenses, or share meaningful life lessons, Plan Strength offers tailored recommendations to help you achieve your unique objectives.
How It Works
Set Your Personal Goals: Start by telling us what matters most to you. Are you focused on maximizing wealth transfer? Preparing for emergencies? Easing the estate settlement process? You can select from a list of customizable goals that reflect your priorities and values.
Discover Opportunities: Once your goals are set, Plan Strength evaluates your current estate plan and identifies personalized opportunities for improvement. These opportunities could include finalizing essential legal documents, like a Power of Attorney, or exploring broader aspects of estate planning, such as organizing digital assets or setting up financial safety nets.
Take Action: For some opportunities, we track your progress automatically through the data in your account. For others, you can mark them as “done” manually—because we know not every step of your journey happens on our platform. Either way, your dashboard evolves with you, showing you what’s completed and what’s next.
Stay Informed: Your Plan Strength section centralizes all your insights, so you can easily monitor your progress and stay on top of your goals.
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.
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 evolves, and so should your estate plan. With Plan Strength, your estate planning dashboard adapts as your goals and circumstances change, ensuring you’re always on track to protect what matters most.
Whether you’re just getting started or refining an existing plan, Plan Strength empowers you to take charge of your estate planning journey.
Ready to explore your personalized opportunities? Log in to your dashboard and take the first step toward building a stronger, smarter estate plan. Don’t have a Trust & Will Plan? Take our free quiz to see where you should get started, or compare our different estate planning and settlement options today!
Is there a question here we didn’t answer? Browse more topics in our learn center or chat with a live member support representative!
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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