Let’s make estate planning accessible for everyone.
Let’s make estate planning accessible for everyone.
Trusted by over 1M individuals and 200+ enterprise partners, our complete estate planning solution helps you better serve your members, employees, or customers.
Who We Partner With
We'll build a tailored package to meet your needs.
Financial Institutions
Enhance member value with estate planning benefits. Offer free or discounted plans to help your customers protect what matters most.
Employee Benefits
Support your team with simple, affordable estate planning. Whether you cover the cost or subsidize it, we’ll help you build a benefit that makes an impact.
Insurance
Strengthen your coverage by including estate plans as a policy rider. Whether optional or bundled, it’s a valuable way to build trust with policyholders.
Nonprofits
Make it easier for supporters to leave a lasting legacy. Our estate planning tools help them include meaningful gifts that further your mission.
Employee Benefits
Elevate Your Employee Benefits Package
Offer your employees the peace of mind they deserve with access to simple, affordable estate plans. Whether you choose to cover or subsidize the cost, we’ll help you create a meaningful benefit that enhances well-being and strengthens your workplace.
Case Study
How Fifth Third expanded estate planning at national scale.
Fifth Third Bank partnered with us to embed free, legally valid wills into digital banking by helping customers safeguard more than $6.7B in estate value in four months. See how this partnership drove meaningful adoption and measurable impact.
Improve Your Offering
Integrate estate planning. Unlock lifetime value.
Trust & Will helps you offer estate planning in the moments that matter most, strengthen long-term relationships, and measure impact over time.
Deepen engagement.
- Offer estate planning at meaningful life moments.
- Trigger timely, personalized outreach.
- Differentiate your value with wills and trusts.
Gain insights at scale
- Understand customer needs through estate planning data.
- Identify trends to inform engagement strategies.
- Access unique insights available through estate plans.
Drive value at a low cost
- Turn estate planning services into a growth engine.
- Unlock cross-sell opportunities tied to legacy planning.
- Turn estate planning into a sustainable growth lever.
Member Reviews
We’ve helped over 1M people secure their legacies!
Partner With Us
Deliver Lasting Value to Those You Serve
Together, we can help more families plan for the future with confidence through simple, modern estate planning.
Complete the form below and a member of our team will reach out if there's a fit.