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 * Products
   
    * TRUST
      
      Avoid probate and control your assets
      
      Starting at $399
   
    * WILL
      
      A plan for your children and assets
      
      Starting at $89
   
    * GUARDIAN
      
      Ensure your children are in the right hands
      
      Starting at $39

 * Pricing
 * Learn

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FINANCIAL ADVISORS


INTRODUCING TRUST & WILL FOR ADVISORS.

Better serve your clients with a complete, simple, and affordable estate
planning solution.

Get Started Schedule a Demo





ENABLING ADVISORS TO BE PROACTIVE ABOUT THEIR CLIENTS’ ESTATE PLANS.

Trust & Will is 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.

Get Started Schedule a Demo



"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.

Get Started


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.

Get Started


GIVE YOUR CLIENTS 10% OFF OF THE PLAN THAT’S RIGHT FOR THEM

 * Individual
 * Couple


 * TRUST
   
   Avoid probate by creating a complete Trust-Based Estate Plan for the
   protection and transfer of your most important assets.
   
   $399
   
   $359.10
   
   (10% off)


 * 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.
   
   $89
   
   $80.10
   
   (10% off)


 * GUARDIAN
   
   Make sure your kids are looked after by someone you know and trust, in case
   something happens to you.
   
   $39
   
   $35.10
   
   (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.

Get Started Schedule a Demo
 * Trust
 * Will
 * Guardian


A WILL-BASED ESTATE PLAN

A plan for who will look after your children and what should happen to your
assets, if something happens.

Also includes the staples of an Estate Plan to elect guardians and specify
healthcare wishes with customized and state-specific documents that reflect your
wishes.

Create My Will

Learn More

Includes the Following Documents

Last Will & Testament

Your final wishes for your possessions, dependents, and arrangements.

HIPAA Authorization

Authorizes trusted individuals to receive your protected health information for
specified purposes.

Living Will

Specify your preferences for healthcare and medical treatment to be used as
guidance if you are ever unable to make decisions.

Power of Attorney

Assign someone, (an agent) to manage your personal, financial, and medical
affairs if you are away or incapacitated.



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 8am-5pm PST

Schedule a Demo

ATTORNEY SUPPORT


YOUR CLIENTS CAN TALK DIRECTLY WITH A LICENSED ESTATE PLANNING ATTORNEY.

Experienced estate planning attorneys are available to review your client’s
documents and decisions as well as answer any legal questions like funding
advice or tax implications. Your client’s can add 1 year of unlimited attorney
support for just $200.

Attorney support is currently available in a limited number of states. Have your
clients sign in to their account to check availability and learn more. Unlimited
support for 1-year only.

 * Line-by-line Document Review
   
   Review your decisions, inputs, and details and discuss any consequences or
   questions you have.

 * Trust Funding Support & Guidance
   
   Step-by-step instructions and advice on moving each type of asset into your
   Trust.

 * Legal Estate Planning Advice
   
   Answer and advise on what is best for your unique situation year-round.

 * Discuss Tax Implications
   
   Better understand the tax consequences and benefits of setting up your Trust.

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 the category leader in estate planning on Trustpilot. Don’t
take our word for it, check out what our members have to say about us.




COMMONLY ASKED QUESTIONS

Who is Trust & Will a good fit for?

Clients with less than $5,000,000 in assets and uncomplicated estate planning
needs. They want to customize their estate plan to meet their specific needs and
desires but don’t want to spend the time and money consulting with an attorney.

At Trust & Will, we’ve created estate plans for over 100,000 families and 55% of
them are aged 34-55 years-old. Check out our incredible reviews here.



What type of Trusts do you offer and can they be customized?

We offer state-specific Revocable Living Trusts in all 50 states. Clients are
able to customize and add specific provisions to their Trusts based on their
unique needs. We take your clients through their Trust, Will, and Support
healthcare documents question-by-question to add their needed level of
customization.

How can my clients make changes and updates to their Estate Plan?

With the purchase of an Estate Plan, clients will also gain access to one free
year of our Unlimited Update Service. One year after purchase, users can
maintain access to the Unlimited Update Service for a small fee. Everything is
accessible online and our team of experts are standing by to help, anytime.

How do I refer a client to Trust & Will?

As an Advisor, you have a unique-to-you link located on your dashboard. You can
copy and paste your unique link or send referral emails with your unique link
directly from the Trust & Will Advisors Platform. Through your unique link, your
client can sign-up for a Trust & Will account with complimentary 10% off. When
clients sign up via your link, they will be associated with your account
allowing you to observe their progress from your dashboard.

Will compliance allow me to send a Trust & Will link?

In most cases the answer is, yes. We’re used by top tier firms and partners
including but not limited to: Betterment, LPL, Merrill, Morgan Stanley,
Northwestern Mutual, and UBS. Most firms welcome having additional options to
share with their clients.

If sending a unique link via your company email is an issue, you can send your
link directly through the Trust & Will Advisors platform. If you have any
compliance concerns we encourage you to check with your team.



Do my clients have access to support when creating their Estate Plan?

Absolutely! We take great pride in our excellent customer support experts who
are available to assist your clients every step of the way. We’re available
instantly through live chat, email, or scheduled calls. We strive for a 5-star
experience, every time.

Can my clients talk to an attorney?

Yes! Through Trust & Will you can add attorney support to your product for $200
which will allow your clients to speak directly with an Attorney to provide any
legal advice your client may seek. This option is currently available in limited
states. Contact us directly to get an updated list of states that we offer
attorney support.

Where the Attorney Support product is not available, our documents are created
and maintained by our expert estate planning legal team, but Trust & Will is not
a law firm and can not provide legal advice.




GET YOUR REFERRAL LINK TODAY.

Get Started


GET YOUR REFERRAL LINK TODAY.

Get Started
Get Started

QUESTIONS ABOUT OUR PLANS?

Talk to our support team

M-F, 8am-5pm PST

S-Sun, 9am-1pm PST

Chat with us now or call us at

1 (866) 908-7878

CONTACT

961 W Laurel St

San Diego, CA 92101

QUESTIONS ABOUT OUR PLANS?

Talk to our support team

M-F, 8am-5pm PST

S-Sun, 9am-1pm PST

Chat with us now or call us at

1 (866) 908-7878

CONTACT

961 W Laurel St

San Diego, CA 92101

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news.


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Trust & Will is an online service providing legal forms and information. We are
not a law firm and we do not provide legal advice.

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