Trust & Will is a digital estate planning platform that enables users to create legally valid wills and trusts through a guided online interface, ensuring compliance with state-specific requirements. The service addresses the complexities of estate planning and probate by providing expert support and secure document management, allowing families to efficiently protect and transfer their assets.
Funding
$48M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
+4Founders
Product
Problem
Traditional estate planning methods often involve complex legal processes and high costs, creating barriers for many individuals and families who need to protect their assets and ensure their wishes are honored. The complexities of navigating state-specific requirements and legal jargon can be overwhelming, leading to procrastination or inadequate planning.
Solution
Trust & Will offers a digital estate planning platform designed to simplify the creation of legally valid wills and trusts through a guided online experience. The platform provides users with attorney-drafted templates customized to meet state-specific requirements, ensuring compliance and accuracy. By streamlining the estate planning process and offering various plans and services, Trust & Will makes it more accessible and affordable for individuals and families to protect their assets and plan for the future. The platform also offers probate services, providing tools and support to navigate the estate settlement process.
Target Audience
The primary target audience includes individuals and families who want an affordable and accessible way to create and manage their estate plans, as well as those seeking assistance with probate and estate settlement.
Features
- Guided online platform for creating wills and trusts
- Attorney-drafted, state-specific templates
- Secure document management with bank-level encryption
- Unlimited chat and technical support
- Probate services with a dedicated case manager
- Educational resources and learning center
- Options for attorney support
- Payment plan options