Trust & Will

// about Trust & Will

Trust & Will walks people through building a state-specific will, trust, or guardianship designation with guided questions instead of static legal forms, then has an attorney review the result before it's finalized. Estate planners and financial advisors use its advisor platform to offer clients a branded, self-serve planning tool without drafting every document from scratch. It also handles notarization and storage, so the finished documents are easy to find and update later.