FINANCIAL ADVISORS
Introducing Trust & Will for advisors.
Better serve your clients with a complete, simple, and affordable estate planning solution.
Enabling advisors to be proactive about their clients’ estate plans.
A convenient and affordable estate planning solution your clients will act on. Simply sign up with your name and work email. Within a few clicks, you’ll gain access to everything you need to introduce Trust & Will to your clients.
"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, Virtual CFP
HOW IT WORKS
As easy as sending an email - we take care of the rest.
- 1
Register to get your link.
Create a free account and immediately get access to your unique referral link, starter email language, and materials to help explain Trust & Will’s unique offering to your clients.
- 2
Reach out to your clients.
We provide you with multiple email options and pre-populated text to easily reach out to your clients and invite them to begin their estate planning journey with Trust & Will.
- 3
Monitor your client's progress.
See how your clients are progressing on their Estate Plan and receive notifications as soon as they complete. This is a great opportunity to follow up, answer questions, or help with transferring assets into their new Trust.
Estate planning is for everyone.
Your clients can create their own state-specific Estate Plan online in minutes. Through step-by-step questions, Trust & Will helps your clients create a customizable estate to safeguard their life’s work. All of our documents are valid in all 50 states, designed and vetted by attorneys with decades of estate planning experience.
Simple, effective, and secure Estate Plans for your clients.
Trust & Will is a great fit for any client with an estate less than $5,000,000 in assets and uncomplicated estate planning needs. These clients typically want a modern, secure solution that meets their specific needs and desires. It often doesn't make sense to direct these clients to spend thousands with an attorney to meet their uncomplicated needs.
Trust & Will has been vetted by attorneys with decades of estate planning experience. We’ve created estate plans for hundreds of thousands of families and 55% of them are 34-55 years-old.
Give your clients 10% off of the plan that's right for them.
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Trust
Avoid probate by creating a complete Trust-Based Estate Plan for the protection and transfer of your most important assets.
$599
$539.10
(10% off)
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Will
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.
$159
$143.10
(10% off)
Questions about the Trust & Will Advisor Platform?
See how the Trust & Will Advisor platform works for you and your clients. Schedule a demo with an Advisor Specialist for a personalized tour.
Life changes, so should your client’s estate plan.
Your client’s estate plan is something they should have direct access to and be able to update anytime. It shouldn’t require an appointment and a high hourly rate to make updates. Your clients receive unlimited access and updates with an up-to-date membership.
FIRST YEAR INCLUDED, STARTING AT $19/YEAR THEREAFTER
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Unlimited access & updates to your documents
As life changes make sure your estate plan does, too. With an up-to-date estate plan, your clients won’t have to rely on paying high hourly fees to make updates to their documents, no matter how simple or complex. It’s all included.
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Stay ahead of estate planning & tax law considerations
Our expert team is constantly tracking and monitoring changes to estate planning law and subsequent tax implications, keep your clients (and their documents) up to date every step of the way.
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Ensure your loved ones stay up-to-date on your wishes
When your clients share their documents through Trust & Will, their loved ones will have access to the latest and most up-to-date version of their estate plan. Maintaining an up-to-date membership ensures their loved ones stay up to date, too.
Your own dedicated advisor solutions specialist.
Questions about your clients’ plans? Don’t rely on googling or guesswork - each advisor receives their own solutions specialist to help. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.
We’re available:
• Monday-Friday 9am-5pm PT
Get one year of unlimited support from a licensed estate planning attorney.
Unlimited calls, ultimate support. Add one year of attorney support to your estate plan for just $200.
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Line-by-line document review
Review your decisions, inputs, and details and discuss any consequences or questions you have.![Blue background with waving hand]()
Support and guidance
Step-by-step instructions and legal advice to ensure you’re on the right track.![Blue background chat bubbles]()
Legal estate planning and tax law advice
Answer and advise on what is best for your unique situation year-round.
We’re dedicated to elevating each other.
As members of the Financial Planning Association we’re dedicated to elevating each other, and the financial planning profession. We’re bringing affordable and complete access to financial planners and their clients, nationwide.
Approved by leading organizations.
We’re proud to meet the excellence and internal compliance standards of leading financial planning organizations. If you are concerned about internal compliance needs before creating your account, reach out to us to schedule a demo. We’re looking forward to hearing from you.
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.
