Partner with us to make estate planning simple and accessible for everyone.
Better serve your members, employees, or customers by offering a complete, simple, and affordable estate planning solution.
We'll build a tailored package to meet your needs.
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Financial Institutions
Banks and credit unions seeking to enhance member value can partner with us to provide impactful benefits. Whether you’re looking to offer free or discounted estate plans, we’re here to help you make it happen.
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Employee Benefits
Offer your employees the peace of mind they deserve with access to simple, affordable estate plans. Whether you choose to cover or subsidize the cost, we’ll help you create a meaningful benefit that enhances well-being and strengthens your workplace.
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Insurance
Give your policyholders added peace of mind by including our estate plans as a rider. Whether bundled or optional, this valuable addition strengthens your coverage and builds trust with your clients.
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Nonprofits
Empower your supporters to leave a lasting impact. Our estate planning solutions make it simple for them to include meaningful bequests, ensuring their values live on through your mission.
Partnering with leading organizations.
Our partnerships provide even more Americans with simple, affordable, and inclusive estate planning.
Contact us to partner with Trust & Will and provide value to your customers.
Offering a unique, one-of-a-kind partnership.
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A Tailored Estate Planning Solution
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.
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Custom Marketing & Impact Reporting
Leverage demographic insights and strategic marketing support to better serve your members. Your dedicated team provides personalized guidance to help you maximize engagement.
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Safety & Compliance
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.
Partner with us today.
Give peace of mind to your members, employees, or customers.
Partner with us today.
Give peace of mind to your members, employees, or customers.
The most trusted name in online estate planning.
Don't just take our word for it. Hear from our valued members about how creating an Estate Plan made a difference in their lives. Read testimonials here and on Trustpilot.
