Trust & Will

Trust & Will runs an online estate planning service that consumers use directly and that financial advisors offer to clients through a separate advisor platform. It also sells versions for nonprofits and estate planning attorneys. The company says more than 26,000 financial advisors use it.

On the consumer side, people build wills and revocable living trusts through a guided questionnaire, with documents drafted by estate planning attorneys to meet each state's rules; an attorney-led tier covers cases such as special-needs or high-net-worth families, and a probate service helps after a death. The advisor platform, branded EstateOS, lets advisors invite clients to create plans, track each plan from creation through notarization, trust funding and deed transfers, and see clients' assets and named roles at a glance. Advisors can upload existing trusts, wills and powers of attorney, and the system produces an editable estate summary as a client-ready PDF. An AI estate assistant answers questions about client documents, and the company says advisors can reach a network of more than 350 attorneys. Advisors can open a free account.

Trust & Will says it has raised more than $83 million, has about 100 employees and has served more than one million families. Its press page lists a partnership with Fifth Third Bank that gives the bank's customers access to online wills.