Introducing Trust & Will for Advisors

A complete, simple, and affordable Estate Planning solution for your clients without a complex Estate which enables you to provide the level of support that best matches your advisement style.
How It Works

Making Trust & Will available to your clients is as easy as sending an email – we take care of the rest.

Convenient and affordable, Trust & Will is an estate solution your clients will act on. Simply sign up with your name and work email. Within a few clicks, you’ll get access to everything you’ll need to introduce Trust & Will to you clients.

Register to get your link.

Create an account to get your unique referral link, starter email language and materials to help explain Trust & Will’s unique offering to your clients.
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Reach out to your clients.

We provide you with multiple email options and prepopulated text to easily reach out to your clients and invite them to begin the Estate Planning Journey with Trust & Will.
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Track your client's progress.

See how your clients are progressing on the estate plan and receive notifications as soon as they complete. This is a great opportunity to follow up, answer questions, and help move assets into their Trust.
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Preview of Advisor Dashboard with Trust & Will

Questions?

See how Trust & Will for Advisors works for you and your clients. Schedule a demo with an Advisor Specialist for a personalized tour.
What People Are Saying

The most trusted name in online estate planning.


How It Works For Your Clients

Estate Planning is meant 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.
Who's It For?

Simple, effective, and secure Estate Plans for your clients.

Trust & Will is a great fit for any client with an estate below $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 and it doesn't make sense asking them to spend thousands with an attorney. Vetted by attorneys with decades of estate planning experience.

At Trust & Will, we’ve created estate plans for over 100,000 families and 55% of them are aged 34-55 years-old.
Will Family
A Complete Estate Plan

Your clients can choose the plan that is right for their needs.

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Trust Based Estate Plan
$399 $359 (10% off)

Avoid probate with a complete plan for the protection and transfer of your most important assets.

Includes state-specific docs:

  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
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Will Based Estate Plan
$89 $80 (10% off)

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

Includes state-specific docs:

  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
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Nomination of Guardian
$39 $35 (10% off)

For parents with minor children who aren’t ready to create a complete Will.

Includes state-specific docs:

  • Nomination of Guardian
  • Nomination of Guardian
Couple in front of home icon
Trust Based Estate Plan
$499 $449 (10% off)

Avoid probate with a complete plan for the protection and transfer of your most important assets.

Includes state-specific docs:

  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
Couple riding bicycles icon
Will Based Estate Plan
$159 $143 (10% off)

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

Includes state-specific docs:

  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
Woman signing document icon
Nomination of Guardian
$69 $62 (10% off)

For parents with minor children who aren’t ready to create a complete Will.

Includes state-specific docs:

  • Nomination of Guardian
  • Nomination of Guardian

Commonly Asked Questions

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.
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.
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 just $12 a year. Everything is accessible online and our team of experts are standing by to help, anytime.
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 complementary 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.
In most cases the answer is, yes. We’ve been vetted by top tier firms and partners including but not limited to: Betterment, Edward Jones, LPL, Merrill, Morgan Stanley, Northwestern Mutual, Raymond James, 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.
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.
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 only available for California Trust users but will soon be rolling out to additional states and products.

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.

See what’s right for you.

Built by lawyers created by you.

All of your documents have been built by an experienced legal team.

30-day money back guarantee.

If you are dissatisfied with your completed documents, we’ll refund your purchase.

We’re here to help anytime.

Our expert team of real humans are standing by from 8am – 5pm PST, M – F and SUN 9am - 1pm PST, we respond ASAP.