Trust & Will

Overview

Trust & Will is a digital estate planning and probate company based in San Diego, California, founded in 2017. The company offers an online platform that allows users to create, manage, and settle legally valid wills, trusts, and related documents tailored to individual state requirements. With over 1 million users, it aims to make estate planning accessible and affordable, addressing the need for more Americans to have a will.

The platform features a user-friendly interface, enabling users to complete their estate plans in 20 minutes or less by answering guided questions. Trust & Will emphasizes security with bank-level encryption and offers free document shipping or instant downloads. Its services include customizable plans for wills, trusts, and guardianship documents, along with document storage, alerts, and attorney support in select states. The company has received significant funding and recognition for its innovative approach to estate planning.

Basic Information

Contact Details

• Phone: +1 866-908-7878
• Website: trustandwill.com
• LinkedIn: linkedin.com/company/trustandwill

Key Focus Areas & Initiatives

• Digital estate planning
• Probate avoidance
• Secure document storage
• State-specific legal forms
• Document signing and notarization support
• Estate planning for individuals and families
• Customizable plans for wills, trusts, and guardianship documents
• Remote estate planning
• Bank-level encryption security
• Attorney support in select states
• Digital estate management
• User-friendly interface and guided platform
• Estate planning updates and resources
• Financial planning and asset protection
• Online trust creation
• Health care directive preparation
• Client support services
• Comprehensive solutions for estate and inheritance planning

Technologies Used

• AI
• Amazon AWS
• Appcues
• AudioEye
• Gmail
• Google Apps
• Hubspot
• Microsoft Office 365
• MongoDB
• Remote
• Route 53
• Slack
• VueJS
• Zendesk

Affiliated Organizations & Regional Branches