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Trust & Will Receives SOC 2 Type II Compliance Attestation Report

Leading digital estate planning platform achieves significant milestones to solidify its ongoing commitment to customers and their data security.

SAN DIEGO, CA — November 3, 2022 —Trust & Will, the leading digital estate planning platform in the U.S, is proud to announce that it has received a clean SOC 2 Type II attestation report. The attestation report affirms that Trust & Will’s information security practices, policies, procedures, and operations meet the rigorous SOC 2 Trust Service Criteria for security. 

SOC 2 Type II ensures the highest customer data and security standards. This independent assessment of internal security controls validates its dedication and adherence to the highest security, confidentiality, and availability standards. Developed by the Association of International Certified Professional Accountants (AICPA), SOC 2 requires an extensive auditing procedure that ensures a company is handling customer data securely and in a manner that protects the organization as well as the privacy of its customers. SOC 2 is designed specifically for service providers storing customer data in the cloud.

“Achieving SOC 2, Type II compliance is an important milestone for Trust & Will, as we enter into a new era of digital vulnerability and security flaws,” said Eric Urhausen, Head of Engineering at Trust & Will. “We strive to set the standard in our industry, with rigorous monitoring and security standards that better support and secure our customers' sensitive information about their most important life decisions.”

Trust & Will uses Drata’s automated platform to continuously monitor its internal security controls against the highest possible standards. With Drata, Trust & Will has real-time visibility across the organization to ensure systems' end-to-end security and compliance posture. 

“In today’s environment, showcasing a strong compliance posture is integral to earning and maintaining trust with customers, prospects, and partners alike,” said Adam Markowitz, Co-Founder and CEO of Drata. “Automating the path to SOC 2 Type II compliance with Drata enables Trust & Will to continuously monitor their controls and ensure that they remain in compliance at all times.” 

In addition, Trust & Will’s processes and policies support HIPAA compliance to further protect and secure the information of current and future members.

Trust & Will’s SOC 2 Type II report and corresponding accreditation serve as evidence to present prospective members that their data is managed according to the strictest security and compliance guidelines.


Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.