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.
Who We Partner With
We'll build a tailored package to meet your needs.
Financial Institutions
Enhance member value with estate planning benefits. Offer free or discounted plans to help your customers protect what matters most.
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.
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.
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.
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.
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!
Affiliate Program
Have a Smaller Audience? Start Here.
If you're a real estate agent, insurance agent, or community leader looking to recommend estate planning to your clients, our Affiliate Program was built for you.
Earn 20% commission on every referral, plus get a free estate plan, creative assets, and a personal dashboard to track your earnings.
Partner With Us
Bring Estate Planning to the People Who Count on You
We make it easy to offer an affordable way for families to protect their legacy.
Fill out the form and our partnerships team will be in touch if there's a good match. No commitment required.
