Let’s make estate planning accessible for everyone.

Trusted by over 1M individuals and 200+ enterprise partners, our complete estate planning solution helps you better serve your members, employees, or customers.

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Who We Partner With

We'll build a tailored package to meet your needs.

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Financial Institutions

Enhance member value with estate planning benefits. Offer free or discounted plans to help your customers protect what matters most.

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Employee Benefits

Support your team with simple, affordable estate planning. Whether you cover the cost or subsidize it, we’ll help you build a benefit that makes an impact.

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Insurance

Strengthen your coverage by including estate plans as a policy rider. Whether optional or bundled, it’s a valuable way to build trust with policyholders.

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Nonprofits

Make it easier for supporters to leave a lasting legacy. Our estate planning tools help them include meaningful gifts that further your mission.

    Offering a unique, one-of-a-kind partnership.

    Strengthen your organization's commitment to its members and their financial well-being. We offer tailored, high-value solutions that make protecting their legacy simple and affordable.

    Leverage demographic insights and strategic marketing support to better serve your members. Your dedicated team provides personalized guidance to help you maximize engagement.

    Trust & Will is a certified B Corporation that prioritizes security and compliance. Our platform uses bank-level encryption to protect customer data and meets SOC2 and HIPAA standards.

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    Case Study

    How Fifth Third expanded estate planning at national scale.

    Fifth Third Bank partnered with us to embed free, legally valid wills into digital banking by helping customers safeguard more than $6.7B in estate value in four months. See how this partnership drove meaningful adoption and measurable impact.

    Read Case Study

    Improve Your Offering

    Integrate estate planning. Unlock lifetime value.

    Trust & Will helps you offer estate planning in the moments that matter most, strengthen long-term relationships, and measure impact over time.

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    Deepen engagement.

    • Offer estate planning at meaningful life moments.
    • Trigger timely, personalized outreach.
    • Differentiate your value with wills and trusts.

    Gain insights at scale

    • Understand customer needs through estate planning data.
    • Identify trends to inform engagement strategies.
    • Access unique insights available through estate plans.

    Drive value at a low cost

    • Turn estate planning services into a growth engine.
    • Unlock cross-sell opportunities tied to legacy planning.
    • Turn estate planning into a sustainable growth lever.

    Member Reviews

    We’ve helped over 1M people secure their legacies!

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    Deliver Lasting Value to Those You Serve

    Together, we can help more families plan for the future with confidence through simple, modern estate planning.

    Complete the form below and a member of our team will reach out if there's a fit.