Membership

No more guessing. No more outdated plans.

Our membership gives you the tools and resources to update your estate plan as your family finances and future evolve—so you can always feel confident that your loved ones are protected, no matter what life brings.

Explore Our Membership

Estate OS for Families

A membership that grows with you.

Our membership helps you keep your plan up to date as life changes—so your loved ones are always protected.

Start Your Estate Plan

Basic

Price

Free

Plan Overview

Get your estate plan created with no ongoing membership.

Benefits

Ongoing edits—As life changes, make informed changes to your plan.

Digital downloads—your documents at your fingertips at any time.

Free shipping (Up to $35 in savings.)—Receive one free shipment of your physical documents per annual billing cycle.

Digital Safe—Securely store and organize important personal files.

Plan Strength Score—See custom recommendations to strengthen your plan.

Advanced AI Assistant—Quick answers enhanced by your uploaded documents.

One platform, built for generations.

EstateOS is your always-on planning system—built to evolve with your life, protect your loved ones, and help you stay prepared, no matter what the future brings.

Explore Our MembershipStart Your Estate Plan

Stay prepared with a living plan.

  • Track your Plan Strength™ and get smart alerts for life events.
  • Make edits anytime as your life, family, or finances evolve.
  • Ensure your plan is always current, complete, and ready.
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Plan together, securely.

  • Safely involve family, executors, or trustees, and more.
  • Store and organize documents in your encrypted Digital Safe.
  • Manage permissions and collaborate with confidence, all in one place.
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Guidance without the guesswork.

  • Access to member support and 24/7 intelligent assistance. 
  • Upgrade for attorney calls and personalized expert support.
  • Get simple answers—no legalese, no confusion.

EstateOS: The operating system for future planning.

    FAQs

    Common questions.

    Some people can finish their estate plans in as little as 30 minutes. But don’t worry, we’ll save your responses as you go so you can always pick up where you left off.

    All of our estate plans are built by attorneys and customized by you. Every plan is legally-valid, state specific, and created to meet your specific needs.

    In order to ensure your estate plan is legally binding, sign and notarize the documents upon receiving or downloading.

    Check out our Learn Center to learn more about the legality of online Wills or witness and notary requirements.

    We are so sorry for your loss and we’re here to support you in figuring out the next steps. First, obtain legal documentation of the death and notify the necessary parties. Follow this checklist to ensure you’re correctly managing this challenging situation.

    Here at Trust & Will, we use bank-level security to protect and encrypt your personal information. We’re serious about security and we’ll never sell or share your information without consent.

    Yes. Payment plans are available for both our Will Plan and Trust Plan. We offer payment plans to align with our mission to make estate planning and settlement affordable and accessible for everyone.