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About Us
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over 1M individuals and families. Our simple, secure, and attorney-approved solutions help Americans create wills, trusts, healthcare directives, and essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies.
In 2025, we launched EstateOS, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals.
Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact.
With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists.
Today, Trust & Will announced the launch of EstateOS™, the first intelligent operating system for estate planning. Built to support families, professionals, and institutions, EstateOS transforms static estate documents into dynamic, connected, and guided legacy plans.
With EstateOS, families can create, manage, and evolve their estate plans in real time. Professionals—including advisors, attorneys, and nonprofits—gain visibility, insights, and automation across client relationships. Institutional partners gain a modern infrastructure layer to support the estate planning needs of their customers at scale.
Watch Our Video
We would like to take this opportunity to look back and reflect on some incredible moments from last year. Thank you for being a part of the FTLive community and for your continued support.
Trust & Will 2025 Estate Planning Report
Redefining Legacy: How Americans Are Preparing for the Future, Navigating Technology, and Embracing Change
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Cody Barbo’s Top Predictions for all things Estate Planning, Business & Tech in 2025
Discover Cody's top 2025 predictions for estate planning, business, tech, and finance—insights on digital trends, tax changes, IPOs, AI, and crypto.
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Financial Advisor IQ is a dedicated news service and resource for U.S.‑based financial advisors. Every day it provides advisors with business intelligence, practice management insights and informed news coverage of developments in the wealth management industry. It also connects advisors with a dynamic database of research and white papers.
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