What is the Trust & Will Mobile App?
The Trust & Will mobile app is a simplified companion tool for managing your assets and viewing your estate planning documents. It’s designed to help you access important information from your Trust & Will plan directly from your phone—anytime, anywhere.
Who is the app best suited for?
The app is designed for paid Trust & Will members. It works best when linked with an active plan, allowing you to view and manage key details connected to your estate documents.
Where can I download the app?
The app is available for both iOS and Android devices here! This link will redirect to download our app on your device's app store.
What can I do in the app?
The Trust & Will mobile app is all about quick access and peace of mind. With just a few taps, you can:
- Access your member information
- Review key documents
- Add and track your assets to keep your plan up-to-date and organized
The asset tracker is a great way to ensure your estate plan reflects what you own, making it easier to keep things current and comprehensive, right from your phone!
What can’t I do in the app (yet)?
Some advanced actions—like editing documents, making updates to your plan, or accessing full support resources—are only available on the Trust & Will website. The app currently does not support account creation or purchasing a plan.
If you need to take action on your plan, please use your device's web browser to access our website directly.