Let’s make estate planning accessible for everyone.

Better serve your members, employees, or customers by offering a complete, simple, and affordable estate planning solution.

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Family with their Trust & Will estate plan package.

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.

    Partner With Us

    The Partnerships Platform, Powered by EstateOS

    Integrate estate planning. Unlock lifetime value.

    EstateOS turns estate planning into a scalable growth driver—helping you engage customers, retain relationships, and grow revenue across generations.

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    Deepen customer engagement.

    • Offer estate planning in the moments that matter most.
    • Trigger personalized actions at key life events.
    • Offer wills and trusts to differentiate your customer value proposition.

    Gain strategic insights at scale

    • Employ estate planning to receive information on how to better serve your customers.
    • Uncover useful data housed on the EstateOS platform.
    • Access to unique insights only available through estate plans.

    Drive meaningful value at a low cost

    • Turn estate planning services into a revenue growth engine.
    • Monetize referrals and estate plan upgrades.
    • Unlock cross-selling opportunities tied to legacy planning.

    Member Reviews

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

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    Partnering with Leading Organizations

    Our partnerships provide even more Americans with simple, affordable, inclusive estate planning. Complete the form below and a member of our team will reach out if there's a fit.

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