Trust & Will for Financial Advisors
Join over 10,000 financial advisors and firms who are delivering peace of mind to their clients by offering a comprehensive estate planning solution.
Seamlessly integrate estate planning into your practice.
Empower your clients to prioritize creating their estate planning documents from start to finish with our easy-to-use platform. Send helpful resources, track client progress, and view their completed documents all in one place.
"We do virtually everything else online. Trust & Will has removed the price and access barriers, empowering people to do their estate planning in a very convenient and affordable manner, online! They have rewritten the playbook."
— Derek Notman, CFP®, Certified Financial Planner
We're proud to be partnering with leading organizations across America.
Proactive planning. Protected clients.
With sixty percent of Americans lacking a Will or Trust, it’s clear that estate planning is the missing piece of a comprehensive financial plan. Through our solution, help your clients prepare for the future and build their legacies with an affordable, easy-to-use, all-inclusive service.
Why Trust & Will?
A straightforward, easy-to-use dashboard.
Think of us as "the TurboTax of estate planning." For clients with simpler estates, easily refer them to create their state-specific plans with Trust & Will via your dashboard. They'll start by answering one question at a time and finish with legally-valid documents and peace of mind. If your clients need help, our support team is available to answer questions along the way.
Avoid probate by creating a complete Trust-Based Estate Plan for the protection and transfer of your most important assets.
A plan for who will look after your children, what should happen to your assets and how you’d like to be cared for, when you need it.
As life changes, so should your clients’ estate plans.
As Trust & Will members, your clients can make changes to their documents without making an appointment with an attorney at a high hourly rate. They can also upload important documents to a secure digital safe, organize their assets, and share their estate plans with those they trust — all in one place.
We help support forward-thinking advisors who prioritize estate planning.
See what our advisors and members have to say.
“Trust & Will provides a great, affordable service to my clients who need a basic estate plan established. The interface guides them well, the documents are done correctly, and the ability to send everything to their home ready for signature is high-value.”
"We strive to give our clients peace of mind throughout their financial planning journeys, and partnering with Trust & Will helped us accomplish that mission. Guiding our clients through the estate planning process gives them assurance that their loved ones will be taken care of now and in the future."
Start prioritizing estate planning, today.
Give your clients the peace of mind they deserve.