Trust & Will

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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
Email
he****@****ill.com
Industry
Technology, Information And Internet
HQ
San Diego, California
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Trust & Will Questions

News

Our Expert Guide to Trust & Will’s Online Will Making Services - The National Council on Aging (NCOA)

Our Expert Guide to Trust & Will’s Online Will Making Services The National Council on Aging (NCOA)

Trust & Will review 2025 - CNBC

Trust & Will review 2025 CNBC

Trust & Will Review: Pros & Cons - SmartAsset.com

Trust & Will Review: Pros & Cons SmartAsset.com

Trust & Will Review 2025: Pricing, Features - NerdWallet

Trust & Will Review 2025: Pricing, Features NerdWallet

Trust & Will Raises Over $25 Million in Series C - The SaaS News

Trust & Will Raises Over $25 Million in Series C The SaaS News

Trust & Will Announces Partnership with the LA Kings - NHL.com

Trust & Will Announces Partnership with the LA Kings NHL.com

Trust & Will's New Study Shows Most Americans Deeply Unaware of the Costs, Timeline, and Emotional Toll of the Probate Process - PR Newswire

Trust & Will's New Study Shows Most Americans Deeply Unaware of the Costs, Timeline, and Emotional Toll of the Probate Process PR Newswire

Trust & Will Helps You ‘Make It Count’ in New TV Campaign - Business Wire

Trust & Will Helps You ‘Make It Count’ in New TV Campaign Business Wire

Trust & Will Unveils EstateOS™, the First Intelligent Platform for Modern Legacy Planning -- and Announces Inaugural Generations Conference - PR Newswire

Trust & Will Unveils EstateOS™, the First Intelligent Platform for Modern Legacy Planning -- and Announces Inaugural Generations Conference PR Newswire

Trust & Will’s ‘Make It Count’ Campaign Wins Creative Awards - Business Wire

Trust & Will’s ‘Make It Count’ Campaign Wins Creative Awards Business Wire

Trust & Will And Canada's Willful Announce New Efforts To Support Healthcare Professionals On The Front Lines - PR Newswire

Trust & Will And Canada's Willful Announce New Efforts To Support Healthcare Professionals On The Front Lines PR Newswire

Jet Insurance Company Announces Partnership with Trust & Will - PR Newswire

Jet Insurance Company Announces Partnership with Trust & Will PR Newswire

Trust & Will Partners With Axos Bank To Provide Discounted Estate Planning Solutions For All Banking Customers - PR Newswire

Trust & Will Partners With Axos Bank To Provide Discounted Estate Planning Solutions For All Banking Customers PR Newswire

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