TRUST & WILL FOR FINANCIAL ADVISORS
The leading estate planning solution for 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.
We're proud to partner with leading organizations
Proactive planning. Retained clients.
60% of Americans lack a Will or Trust. We're on a mission to change that. Simply sign up with your work email address and within a few clicks you'll have everything you need to help your clients build their futures and their legacies.
Helpful resources for you and your clients.
Inspire your clients to plan their legacies with:
Tailored guides and checklists
Sample estate planning documents
Attorney support available for your clients.
For just $300, your clients can add 1 year of attorney support to their Estate Plan. Unlimited calls, ultimate support.
Review decisions, inputs, and details with a licensed estate planning attorney
Receive step-by-step instructions and legal advice to ensure they're on the right track
Have access to unlimited calls and support
Unlimited access & updates to documents
As life changes, so should your client's estate plan. Trust & Will provides a dynamic planning approach:
Proactively reach out to your clients based on the insights you get to make updates to their estate plan
Gain visibility into your clients decisions and documents to help you best serve your clients as their life changes
Make connections with loved ones and trusted individuals designated in their plans to ensure you're prepared for their wealth transfer
WHY TRUST & WILL
Scalable estate planning solutions for forward thinking Advisors.
It's the smart, highly trusted platform for your clients to easily create, manage, and secure their legacy.
Customized pricing and volume discounts available exclusively for Advisors.
Clients get a 10% discount when using your unique referral link or pre purchase an estate plan with bulk discounts up to 30%. Attorney support can be added for an additional cost of $300.
"Trust & Will has enabled me to better serve my clients by implementing a high quality digital estate planning solution. Clients work with us because they want a one-stop shop — estate planning has become an integral part of deepening my client relationships."
— Samuel Deane, President and CEO at Deane Wealth Management
“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.