The Modern Estate Planning Platform for Today's Attorneys

Streamline your workflows, grow your practice, and unlock long-term client value—more efficiently than ever.

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Attorney Spotlight

Why Attorneys Nationwide Choose Trust & Will

    The Attorney Platform, Powered by EstateOS

    Clear the clutter for the work that demands your expertise.

    Create Your Attorney Account
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    Get referrals, not just leads.

    • The right clients, at the right time—matched to your expertise.
    • Receive qualified referrals based on region and specialization.
    • Track referred client activity from intake to engagement.

    Streamline every case.

    • Automate workflows and manage more clients with ease.
    • Organize cases fast with AI-powered insights and bulk doc uploads.
    • Easily access smart summaries, key estate plan information, and stored meeting notes.

    Boost client engagement.

    • Real-time life-event alerts reveal opportunities to update documents.
    • Smart tools deliver personalized guidance and deepen client relationships.
    • AI-powered document extraction fuels client summaries and proactive ARR.

    Features & Benefits

    Power up your practice.

    Create Your Attorney Account

      FAQs

      Common questions.

      Getting started is simple. After creating your account, you can upload existing client documents and instantly extract key summaries. Clients without a current plan can be invited to create one using your referral link. You can also access your AI assistant anytime within your portal to ask questions and get support 24/7.

      Here at Trust & Will, we use bank-level security to protect and encrypt you and your clients’ personal information. We’re serious about security and we’ll never sell or share your information without consent.

      Trust & Will for Attorneys is built for professionals, not consumers. While the consumer product helps individuals create their own estate plans, our Attorney Platform provides a full practice solution with client management, workflow tools, and ongoing plan updates to support more complex needs and long-term client relationships.

      Absolutely! Our member support team is ready to support your clients if they have any questions. They’re available via chat, email, and phone support.