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Wealth Utilities

Trust & Will

Modern estate planning solutions for RIAs and their clients.

"Trust & Will provides a modern, user-friendly platform for estate planning document creation. It enables RIAs to offer clients a streamlined process for wills, trusts, and related legal documents. Firms use Trust & Will to enhance their service offerings and provide comprehensive financial planning that includes estate considerations."

Launch Product Page
Consensus Grade
C+
72/100 Confidence
Institutional Verified
Market Position
Ranked #70 in Wealth Utilities
Validated Adoption
230 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Online will and trust creation
Document storage and management
Client collaboration tools
Educational resources
Integration with financial planning platforms

Primary Use Cases

Basic estate planning for clients with simple needs
Lead generation and client acquisition
Offering a value-added service to existing clients

Agentic Intelligence Briefing

"Trust & Will empowers RIAs to seamlessly integrate estate planning into their service offerings, providing clients with comprehensive financial life management."

Real-time Forensic Synthesis

Competitive Strengths

User-friendly interface for clients
Streamlines the estate planning process
Affordable for basic estate planning needs

Adoption Hazards

Limited customization compared to traditional legal services
May not be suitable for complex estates
Integration with existing RIA systems may be limited

Stack Compatibility Profile

How Trust & Will integrates into institutional RIA stacks.

230 Firms Analyzed
Nitrogen Wealth
85%
Stack Correlation
Riskalyze Online
84%
Stack Correlation
Elements Financial Planning
70%
Stack Correlation
NDEX
68%
Stack Correlation
ROL
68%
Stack Correlation
Morningstar Office
58%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs seeking to offer estate planning services to clients of all asset levels.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Wealth.com
2eMoney Advisor (Life and Legacy)
3Traditional Estate Planning Attorneys

Value Proposition

"Trust & Will offers a convenient and accessible entry point for clients to address their basic estate planning needs, potentially strengthening client relationships and attracting new business."

Vendor Dossier

Trust & Will logoT
Trust & Will
trustwill.com
Corporate Portal

Audit Your RIA Stack

See how Trust & Will fits into your overall tech efficiency score.

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