# 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. ### Your planned giving campaign awaits. Empower your supporters to leave a lasting impact. Our estate planning solutions make it simple for them to include meaningful bequests, ensuring their values live on through your mission. ### Grow together with our affiliate program. Partner with us to bring simple, affordable estate planning to your audience. Earn commissions while offering a valuable service that makes a difference in people’s lives. ### Give your members access to the estate plan of their choice. Banks and credit unions seeking to enhance member value can partner with us to provide impactful benefits. Whether you’re looking to offer free or discounted estate plans, we’re here to help you make it happen. ### 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. ### Offering a unique, one-of-a-kind partnership. ### A Tailored Estate Planning Solution Strengthen your organization's commitment to its members and their financial well-being. We offer tailored, high-value solutions that make protecting their legacy simple and affordable. ### Custom Marketing & Impact Reporting Leverage demographic insights and strategic marketing support to better serve your members. Your dedicated team provides personalized guidance to help you maximize engagement. ### Safety & Compliance Trust & Will is a certified B Corporation that prioritizes security and compliance. Our platform uses bank-level encryption to protect customer data and meets SOC2 and HIPAA standards. ### 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! this is a great job he is very entrusting 👍👍👍 khang, 13 hours ago I can’t say enough amazing things about Taylor Johnson with Trust & Will!!! She has been absolutely a Godsend to us, kee... Lori Dixon, 21 hours ago I had a problem with editing my documents. After one week of waiting for support, I finally got a tech support that help... Jim Slaughter, 1 day ago So easy, one of those things I can check off of my bucket list!! Wendy Sue Gaddis, 4 days ago Nice service. Very prompt response time. I forgot to sign something and they emailed me to remind me. After a few emails... Kent, 4 days ago ### 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.