Trusted by our 1M+ families and the advisors who serve them.
#1 in estate planning with white glove services and support. Let us guide your clients through the process, step-by-step, so that you can focus on what you do best.
Exclusive 10% Off for LPL Advisors
Save on our Premium Plan Subscription — Elevate your practice with estate planning that grows relationships, referrals, and AUM.
The Advisor Platform, Powered by EstateOS
Estate planning, handled. So you can focus on advising.
EstateOS is the intelligent platform that enables you to strengthen relationships, deliver peace of mind, and scale your business by increasing retention and AUM.
Drive growth & AUM.
- Turn estate planning into a growth engine.
- Surface hidden assets and outside accounts.
- Build relationships with heirs to retain wealth across generations.
Deliver standout client value.
- Offer a modern, seamless estate planning experience.
- Scale personalized advice with smart tools and AI.
- Earn loyalty and referrals with a guided client journey.
Rely on trusted expertise.
- Seamless estate planning so you can focus on the big picture.
- Built-in compliance and access to our nationwide network of 350+ attorneys.
- Backed by the #1 platform trusted by 20,000+ advisors.
Meet the Team
Live support—for you and your clients.
Questions about your clients’ plans? Each advisor receives their own Trust & Will expert to help. We’re here to make the process easy.
Client Plans
Estate planning that’s simple, affordable, and inclusive.
Will Plan
A plan for who will look after their children, what will happen to their assets, and how they'd like to be cared for.
Trust Plan
Get all of the coverage of a will, plus reduce the burden on those left behind by avoiding probate court.
Attorney Plan
For a one time flat fee, your clients gain access to one-on-one time with a licensed estate planning attorney in their state.
Advisor Pricing
Flexible packages to fit your needs.
Unlike single-fee structures, our pricing options deliver estate planning in the way that suits your clients—and your business—best.
Basic
Free
Refer your clients to Trust & Will to offer them your custom discount on their estate plan.
- Free to sign up
- Client pays for plans (10% discount)
- AI assistance
- Document extraction & AI summaries
- Client can add Attorney Support
Growth
$2,500
Get up to 25 estate plans and dedicated support for a flat annual fee.
- Up to 25 estate plans included
- Advisor pays or charges for plans
- Advisor solutions team + AI assistance
- Document extraction & AI summaries
- Bundled Attorney Support available
Premium
$4,850
Per-seat pricing with complimentary estate plans. Bill your clients directly if you choose.
- Complimentary client estate plans
- Advisor pays or charges for plans
- Advisor solutions team + AI assistance
- Document extraction & AI summaries
- Bundled Attorney Support available
Improve Your Offering
Scalable solutions for forward-thinking Advisors.
A Word from Our Members
“The easy-to-use, convenient solution.”
The Client Experience at Trust & Will
Within the first 12 months of implementing Trust & Will, Deane Wealth Management completed estate plans for over 65% of existing clients and 100% of new clients. The firm has done more estate planning in that year than in previous years combined. Trust & Will has built workflows and processes to ensure that estate planning never slips through the cracks.
