Introducing Trust & Will for Advisors

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A complete and easy Estate Planning solution for your clients.

U S E D   B Y   A D V I S O R S   A T

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

How It Works

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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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Simply copy, paste and send the email we provide and we'll take care of the rest. You'll even get visibility into who takes action on your unique link.

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

Who's It For?

Trust & Will is a great fit for any client with an estate below the estate tax threshold ($11.2M as an individual). These clients typically want a modern, secure solution and it doesn't make sense asking them to spend thousands with an attorney.

Estate Planning can further be used as a tool to understand your client’s personal network and discover new assets. Whether multi-generational planning or expanding to loved ones, a client’s Estate Plan outlines their entire financial picture.

Offering Trust & Will to your clients is a perfect way to reach out without a forced coffee.

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A Complete Estate Plan

With Trust-Based Estate Plans starting at just $399, your clients can live more comfortably knowing their affairs are in order.

Revocable Living Trust

Pour Over Will

HIPAA Authorization

Living Will

Trust-Based Estate Plan – Avoids probate court and allows assets to seamlessly pass to beneficiaries. Also includes the staples of an Estate Plan to elect guardians and specify health care wishes with customized and state-specific documents that reflect specific wishes.

Trust-Based Estate Plan

$399

individuals

$499

married couples

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Add More Value

Your clients will receive an exclusive 10% discount 
when they sign up with your unique link.

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CONTACT

550 W B St
San Diego, CA
92101

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ABOUT US

Trust & Will is an online service providing legal forms and information. We are not a law firm and are not a substitute for a lawyer’s advice about complex estate planning.

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Why Estate Planning

Who's it for?

Other plans available. 

Why Trust & Will

The most trusted name in online Estate Planning.

That process was quick and easy! I would recommend 10x over!

Tiffani

V E R I F I E D     C U S T O M E R

This was so much easier than I had anticipated. We have been putting off getting a trust and will together because we didn't really know where to start and thought it would cost hundreds of dollars. The process was simple and made a kinda scary experience enjoyable. I will recommend this to all my friends and family.

Whitney

V E R I F I E D     C U S T O M E R

Alison

V E R I F I E D     C U S T O M E R

Trust & Will was the easiest and most enjoyable way to handle something that can often be a difficult task to handle. They guide you thru each step and get your will out to you quickly.

Love how pleasant their customer service is, very warm welcoming friendly staff!

Jennifer

V E R I F I E D     C U S T O M E R

Learn more here.Read hundreds of 5-star reviews on Trustpilot

9.5  out of  10

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