Trust & Will

Trust & Will operates an online estate planning and estate settlement platform that guides consumers through building attorney-approved, state-specific documents. Its consumer offering is organized around two tiers: a Will Plan covering basics such as naming guardians and beneficiaries and directing the distribution of money, property and personal possessions, and a Trust Plan built around a revocable living trust that is positioned for homeowners and those seeking to avoid probate court and keep estate details private. A short questionnaire routes users to a recommended plan based on marital status, minor children, state, age, real estate ownership, other assets and business ownership. Customers with more complex situations — blended families, a child with special needs, high-net-worth estates, or businesses with three or more employees — can be matched with a vetted attorney in their state, and attorney one-on-one support is available for document review and legal questions. Documents are printed, signed and notarized according to state requirements; the company states plans can be completed in as little as 30 minutes and that progress is saved between sessions.

Beyond document creation, Trust & Will markets "EstateOS," a layer for keeping plans current through unlimited updates, sharing access with trusted contacts, smart alerts and AI-driven personalized insights and gap recommendations. The company launched Trust & Will Probate in October 2022 to streamline probate and estate settlement. It also runs a Help Center covering probate, estate planning and account how-tos, and a Learn Center with educational content and research.

The business serves both individual consumers and professional/institutional channels. Its SaaS platform is aimed at financial advisors, attorneys, real estate professionals, member organizations, nonprofits and businesses, and the company describes itself as the official estate planning provider for AARP members and for leading financial institutions. It is a certified B Corporation and states its platform uses bank-level encryption and complies with SOC 2 and HIPAA standards.