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Build your legacy plan and make every detail matter.

Create your will or trust with the platform built to evolve, protecting your loved ones today, tomorrow, and beyond.

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A checklist of items that are included in Trust & Will Legacy Plans, such as: "Power of Attorney", "Last Will & Testament", "Revocable Living Trust", and "HIPAA Authorization".

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Official sponsor of the 2026 Holiday Bowl.

Moments that bring families together are also moments that remind us why planning matters. Find the right plan with our 2-minute quiz.

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Hear from Our Members

Our legacy planning platform: Bridging generations.

"I got Trust & Will because our kids were already 5 and 7. I kept delaying it, so I made it a New Year's resolution. It was easy to sign up. I would make a little bit of progress every day and before I knew it, it was done."

Justin Kramm. Justin, his wife Vica, and their sons Alex and Oscar

Discover Your Plan
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Meet the Kramms - They’re passing down generations of hard work, love, and support.

legacy planning

Now is the moment—begin your online legacy plan today.

Our guided online platform makes creating or updating your will or trust a breeze. Need expert input? Our attorneys are ready to offer one-on-one support.

Establish a Trust.

Your complete plan to protect and transfer your assets. A trust prevents your loved ones from losing time and money in probate court.

Learn About Trusts →

  • Preferred option for homeowners
  • Includes all Will documents
  • Goes into effect while you’re living
Start Your Trust

Draft a Will.

Cover the basics, like who will be responsible for your children and what should happen to your assets after you're gone.

Learn About Wills →

  • Does not bypass probate court
  • Most budget-friendly legacy plan
  • Takes effect after you pass
Start Your Will

EstateOS

Plan wisely. Protect fully.

Life changes and your legacy plan should keep up. Our intelligent platform keeps everything organized, updated, and ready — so your loved ones never face the burden alone.

Your estate, seamlessly linked.

Access the tools and guidance you need to keep your plan solid — now and in the future.

  • Unlimited revisions to your plan
  • Grant access to trusted contacts
  • Intelligent alerts & tailored insights
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All you need for a more intelligent, more resilient legacy plan.

"I loved knowing exactly what my plan was missing. The AI powered recommendations showed me gaps I hadn’t even considered and the custom insights were a game changer. It’s a huge relief knowing my family is good hands."

Molly P, Member since 2020

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What We Offer

Assistance that grows alongside you.

Professional tools, customized for you.

Created by legal experts and designed to grow with you. Our platform helps you handle the details confidently, no matter where life takes you.

Reliable guidance at every step.

We break things into simple, manageable steps and are always here to help — with member support, expert guidance, and proactive updates as life changes.

Accessible today, invaluable tomorrow.

legacy planning should be accessible to everyone. Our platform makes it affordable to start and easy to maintain over time.

Protection you can rely on.

With bank-level encryption and secure sharing features, your most important documents and details stay protected — and accessible when they’re needed most.

What Members Say

Affordable Legacy Plans. Priceless peace of mind.

  • "It felt like a huge burden was gone knowing such a vital step was finished."

    Brendan

    Member since 2020

  • "I picked Trust & Will for their intuitive website and outstanding customer support."

    Aaron

    Member Since 2020

  • "We felt truly confident about protecting our child's future through this process."

    Monica

    Member since 2020

The most dependable name in online legacy planning and settlement.

legacy planning

Deepen your understanding of legacy planning.

FAQs

Frequently asked questions.

Some people can finish their Legacy Plans in as little as 30 minutes. But don’t worry, we’ll save your responses as you go so you can always pick up where you left off.

All of our Legacy Plans are built by attorneys and customized by you. Every plan is legally-valid, state specific, and created to meet your specific needs.

In order to ensure your legacy plan is legally binding, sign and notarize the documents upon receiving or downloading.

Check out our Learning Hub to learn more about the validity of online Wills or witness and notary requirements.

We are so sorry for your loss and we’re here to support you in figuring out the next steps. First, obtain legal documentation of the death and notify the necessary parties. Use this checklist to ensure you’re correctly managing this challenging situation.

Here at Trust & Will, we use bank-level security to protect and encrypt your personal information. We’re serious about security and we’ll never sell or share your information without consent.

Yes. Payment plans are available for both our Will Plan and Trust Plan. We offer payment plans to align with our mission to make legacy planning and settlement affordable and accessible for everyone.