# The leading estate planning solution for Prudential advisors.

Join over 17,000 financial advisors and firms who are delivering peace of mind to their clients by offering a comprehensive estate planning solution.

## Secure your client’s legacy today—and gain their loyalty for tomorrow.

A convenient and affordable estate planning solution that will empower your clients to plan for tomorrow, today.

"As a tech-driven firm, Gerber Kawasaki has found a great solution for our clients’ estate planning needs in Trust & Will. Trust & Will’s turnkey platform allows our advisors to track our client’s progress towards completing this important piece of the financial puzzle."

Danilo Kawasaki

CFP Vice-President and COO at Gerber Kawasaki Wealth & Investment Management

## Streamline the process for your clients with LPL’s strategic partner.

LPL Partnership Announcement | Trust & Will - YouTube

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[LPL Partnership Announcement | Trust & Will](https://www.youtube.com/watch?v=WR5zQNRSdro)

- Dedicated Support

### Expert support—every step of the way.

Your clients can leverage our nationwide attorney network for state-specific legal advice, straight from the experts.

Personalized checklists, articles, and sample documents guide your clients throughout the planning process.

- Helpful Resources

### Visualize decisions and learn as you go.

Gain insights regarding your clients’ specific assets that could impact their estate planning needs with our custom reports, insights, and probate avoidance tactics.

- Track progress.

### Track and manage your clients’ progress.

Your clients get everything they need to create their estate plans and you get an Advisor Dashboard to support them along the way.

With our legally valid documents, they’ll nominate guardians, leave gifts and determine asset distribution.

### Estate Planning

## Your clients save 15%.

Share your unique referral link to activate your 15% discount, exclusive to clients of LPL Advisors. For a volume discount of up to 30% off, you can pre-purchase estate plans. Add Attorney Support to any plan for an additional $300.

### A Will-Based Estate Plan

**$169 per individual, or $254 for couples with your exclusive LPL discount**

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 specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes.

### Last Will & Testament

A legally binding document that outlines:

- Who inherits your assets—including money, property, and personal belongings.
- Who will take care of your minor children or pets by naming a legal guardian.
- Who will manage your affairs after you pass (your executor).
- Your final arrangements, such as burial or cremation preferences.

### HIPAA Authorization

This document allows your chosen representatives to access your medical records and discuss your healthcare with doctors.

- Ensures your family or appointed decision-makers can get critical medical information.

### Living Will

A legal document that outlines your medical preferences if you're unable to communicate them yourself. It includes:

- Life-sustaining treatment preferences (e.g., ventilators, feeding tubes).
- Pain management and comfort care choices.

### Power of Attorney

A Power of Attorney (POA) allows you to appoint someone to manage your financial or legal affairs if you become incapacitated.

### Certification of Trust

A summary document proving your Trust exists without revealing all its details.

## Let’s find custom solutions for your firm.

Our Premium Plan allows your firm to seamlessly integrate estate planning into your service model. Together we’ll design the best option for your business needs. Send us an email to learn more.

Get in touch: [advisors@trustandwill.com](mailto:advisors@trustandwill.com)

### FAQs

## Commonly Asked Questions

### Who is Trust & Will a good fit for?

Typically, clients with <$5m in assets with more straightforward 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 a traditional attorney.

### 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.