Estate Planning

Protecting what matters most, for the people you love.

Estate Planning Made Simple

Through our partnership with Trust & Will, we make it easy for you to create customized wills and trusts that reflect your wishes. Whether you’re looking to safeguard your assets, designate guardianship, or ensure a smooth transition for your estate, we provide the tools and guidance to give you peace of mind—now and for the future.

Free Assessment

About Trust & Will

Trust & Will’s mission is to help every family leave a legacy. We believe estate planning and probate should be easy, inclusive, and affordable. More than 60% of Americans don’t have an estate plan and we’re trying to change that statistic.

After realizing that the traditional way to create an estate plan was outdated, expensive, and exclusive, our co-founders started an incredibly easy-to-use and affordable process that allows people to create an estate plan from the comfort of their own homes. In fact, Trust & Will members save up to 70% compared to using an attorney.

Trust & Will provides an easy and secure way to create estate plans and settle estates online, with the ability to customize legal documents that adhere to individual state and county guidelines. The platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA.

Since 2017, we have raised over $52 million in capital, grown a remote company to more than 90 employees across 20 states, and have strategic partnerships with leading global financial institutions, like UBS, American Express and USAA.

To date, we have helped more than 700,000 members create estate plans, are an A+ Accredited Business of the Better Business Bureau, and have received thousands of 5-star reviews on Trustpilot. We are proud to be selected as the official estate planning Member Benefits provider for AARP.

Trust & Will Features

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Retirement investors age 45+ who are retired or close to it.

Trust & Will is a smooth, step-by-step experience that helps members customize their estate plans from the comfort of their homes. Users can complete a Will in as little as 20 minutes.

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Take it one step at a time.

See your progress and anticipate what’s next with our step-by-step process. We break everything down into bite-sized tasks you can take at your own pace. Start by answering one question at a time and end with a complete estate plan.

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State specific expertise

Every state is unique and has its own rules and regulations. Trust & Will has done the legwork to ensure you have the right documents and resources, whether creating your estate plan or managing someone else’s. They’ve helped hundreds of thousands of people secure their legacies. All documents are state-specific and legally valid.

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Fast, secure, easy to use.

A complete and customized estate plan ready in less than 20 minutes. All of your information is kept safe and secure using bank-level encryption. If you have questions along the way, Trust & Will’s US-based support team are standing by to help six days a week via chat or phone

Download Links

Checklist (Advisor’s Viewpoint)

Trustee/Beneficiaries Checklist

“Is it a Good Fit”

Reviews

Quick & Easy

Thanks for having an easy and user-friendly method of creating a Trust. We’ve been considering doing this for a while, but finally we did it. We did it at our own pace with no rush or pressure. We have peace of mind now that our family will be taken care of if we are no longer able to be present for them. I will recommend Trust and Will to my family members and colleagues at work without any reservations.

- Peter

Exceptional Products/Services. After doing lots of research on the best resource to use for doing our Will, we were very pleased with the ratings/reviews, ease of the template forms and adding any other information that you would like in the Will. Very accommodating and any assistance was greatly appreciated. I have recommended them to other family members and, hopefully, they have contacted them. Cost was another factor. Extremely reasonable.

- Cynthia M.

Estate Planning Made Easy. Creating a will and accompanying health directives topped my list of important things to do for far too long. The necessity of having these documents in good order was not lost on me, but I procrastinated. When I recently heard of estate planning offered by Trust & Will, I hoped their plan would work for me. After doing some research, I felt confident it would.
The Trust&Will team was helpful, their intuitiveness and support throughout the process was much appreciated. And now I have a comprehensive, signed and notarized estate plan, and it is a load off my mind. Cannot thank Trust & Will enough!

Barbara E.