Partner with us.
Better serve your members, employees, or customers by offering a complete, simple and affordable estate planning solution.
We’re proud to be partnering with leading organizations across America.
How can we help?
We partner with all types of organizations to bring value to their members, employees, and customers. Our programs are tailored to align with your business goals — whether that is to offer unique value to your members or drive revenue to your organization. We empower people to take control of their futures through estate planning.
“Helping our customers reach their financial goals is very important to us, and we want to provide access to easy-to-use digital tools to protect their money, prepare for their future and plan for the long-term well-being of their families"
— Howard Hammond, Head of Retail Banking & Brokerage Distribution, Fifth Third Bancorp
WHO WE PARTNER WITH
A tailored package to meet your needs.
Banks and credit unions interested in providing added value to their member base. Whether you want to offer members free or discounted estate plans, we can support your initiative.
Companies looking to offer their employees a differentiated financial wellness benefit. Show your employees you care about their long-term wellbeing by providing an affordable, accessible estate planning solution.
We welcome conversations with all types of organizations including affinity organizations, life insurance providers, other Fintechs, and nonprofits. The possibilities are endless!
Partnered with leading organizations.
We've partnered with leading organizations to provide even more Americans with simple, affordable and inclusive estate planning.
Contact us to partner with Trust & Will and provide value to your customers.
The most trusted name in online estate planning.
We’re proud to be a category leader in estate planning on Trustpilot. Don’t take our word for it, check out what our members have to say about us.
How it works
Take it one question at a time.
We’ll walk you through everything you need to do one question at a time. Our expert team is standing by to ensure that you create a perfect, customized Estate Plan to meet your needs. Most people complete everything in about 15 minutes.
Offering a unique, one-of-a-kind partnership.
Safety & Compliance
We are SOC 2 Certified and take security seriously. Our commitment to partners and members is rock solid.
Promotion & Impact Reporting
Up to date impact reporting, custom marketing, and dedicated account management team.
A Tailored Estate Planning Solution
A solution built for your needs. Whether it’s subsidized or discounted Estate Plans for your members.
Cal Coast Credit Union Case Study
Download our Cal Coast Credit Union Case Study to learn more about how Trust & Will brought Estate Planning to thousands of Cal Coast’s members.
Trust & Will Overview
Download our general overview to learn more about how our partnership program works, how we provide value, and if we’re the right fit for you.
Fifth Third Bancorp Case Study
Download our Fifth Third Bancorp Case Study to learn more about how Trust & Will brought Estate Planning to thousands of Fifth Third members.