Wealth & Private Banking › Trust & Estate › estate-planning

Trust & Will

Online platform providing digital estate planning solutions including wills, trusts, and guardianships.

Overview

Trust & Will offers a digital platform that simplifies the creation of estate planning documents such as wills, trusts, and guardianships. The service is designed to make estate planning accessible and efficient through an easy-to-use online interface.

The platform guides users through a step-by-step process to create legally valid documents tailored to their individual needs. It also provides options for document storage and updates, helping users maintain current estate plans.

Trust & Will serves individuals and families seeking a streamlined approach to estate planning without the need for traditional legal consultations.

Key Features

+ Online creation of wills and trusts
+ Customizable estate planning documents
+ Legal validity across multiple states
+ Digital document storage and access
+ Guided step-by-step planning process
+ Options for guardianship and healthcare directives
+ Secure platform with user authentication

Integrations

DocuSignPlaidGoogle Drive

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