Trust & Will: Plan Your Legacy

Stay connected to your estate plan—anytime, anywhere.

Trust & Will is the modern way to organize, view, and manage your estate plan on the go. With the Trust & Will app, you can securely access your documents, track plan progress, and keep everything organized—right from your phone. Whether you're reviewing your will, uploading key documents, or preparing for a major life change, our app puts your legacy in your pocket.

Over 1 million families trust us to help protect what matters most. Trust & Will makes estate planning simple, secure, and modern.

What you can do with the app:
• Securely view your will, trust, and other key documents
• Track your plan’s completion and Plan Strength™ with smart progress tracking
• Upload and organize asset info, property records, and personal files—including valuables like jewelry and family heirlooms
• Get reminders and insights to keep your plan up-to-date and estate-ready

Why families trust us:
• 1M+ families served
• State-specific guidance
• Bank-level encryption
• Built with legal experts / Attorney-designed tools
• Friendly, responsive support
• Recognized by trusted media

Who the app is for:
• Homeowners organizing their estate
• Adults supporting aging parents
• Anyone who wants to protect their legacy

Peace of mind starts here: Estate planning doesn’t end with paperwork. With the Trust & Will app, you can stay informed, prepared, and in control—anytime, anywhere.
Download the app and manage your legacy with confidence.