Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies.
In 2025, we launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals.
Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact.
With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists.
Learn more at trustandwill.com.
Company Details
- Employees
- 147
- Founded
- -
- Address
- San Diego, California 92101, Us
- Phone
- (619) 900-2039
- he****@****ill.com
- Industry
- Technology, Information And Internet
- Website
- trustandwill.com
- Keywords
- investment research.
- HQ
- San Diego, California
Trust & Will Questions
Trust & Will's helpline number is (619) 900-2039
Trust & Will's website is trustandwill.com
Trust & Will's LinkedIn profile is https://www.linkedin.com/company/trustandwill
Trust & Will has
147 employees.
View email and phone details for 147
employees at Trust & Will.
Trust & Will's industry is
Technology, Information and Internet
Trust & Will's top competitors are
Athelas,
Orum.io (Acquired By Stripe),
Wagmo,
Plaid,
Softdocs,
Mercury,
Handle.com,
Mattermost,
Second Front,
Tines.
Trust & Will's support email address is hello@trustandwill.com
Trust & Will's categories are Technology, Information and Internet
Trust & Will's founding year is 2017
