Trust & Will for Financial Advisors
Join over 7,000 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.
OUR VALUE
Why Trust & Will?
- 1
Streamline the estate planning process.
Help your clients overcome the hurdles of traditional estate planning by offering them a simplified, affordable solution.
- 2
Differentiate your practice.
$70 trillion in assets will be inherited in the next two decades as a result of The Great Wealth Transfer. Deepen relationships with your clients to better understand their legacy goals.
- 3
Deliver peace of mind.
Comprehensive financial planning means helping your clients prepare for the future and ensure their loved ones are well taken care of.
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.
Helpful resources for you and your clients.
Prepare your clients to plan their legacies with us. Gain access to educational content, downloadable guides, and more that empower you to navigate estate planning conversations confidently.
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 Trust & Will for Advisors?
See how the Trust & Will Advisor Platform works for you and your clients. Schedule a demo with an advisor specialist for a personalized tour.
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.
Your dedicated advisor solutions specialist.
We’re here to make delivering peace of mind as easy as possible. We have a team ready to support the estate planning needs of your practice and help you easily implement and scale estate planning for your clients. Have a question at any point in the process? Never hesitate to reach out.
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.
Start prioritizing estate planning, today.
Give your clients the peace of mind they deserve.