About our Advisor Plans
Estate planning isn’t just a client service. It’s a business strategy. Trust & Will Advisor Plans give advisors what they need to make estate planning a core part of their practice: client estate plans, AI-powered tools, full visibility into client progress, and dedicated support for you and your team. The result? Deeper relationships, stronger AUM retention, and a practice that stands out.
What are Trust & Will Advisor Plans?
Advisor Plans are annual options for bringing estate planning to your clients. You can refer your clients to Trust & Will and offer them a discount on their estate plan, or you can cover the cost of their estate plan. Covering the cost removes barriers and makes it easier to start conversations that build trust and drive action. Advisor Plans are designed for individual advisors and firms who want estate planning to be a seamless, high-touch part of the client experience.
Which Advisor Plans are available and how are they priced?
Trust & Will offers three Advisor Plans:
- Basic: Free. Refer your clients to Trust & Will and offer them your custom discount on their estate plan. Clients pay for their own estate plans at a 10% discount. Includes the AI Estate Assistant, Document Extraction with AI summaries, and the option for clients to add Attorney Support.
- Growth: $2,500 per year. Everything in Basic, plus up to 25 estate plans, a dedicated Advisor Solutions Team, and the option to bundle Attorney Support.
- Premium: $4,850 per year. Everything in Growth, plus complimentary estate plans for your clients.
What does the client experience look like?
Clients complete their estate plan through a simple, guided digital process, one question at a time, with progress saved along the way. Once complete, they can access their plan instantly through their client portal and receive a professionally packaged physical copy shipped directly to their home.
From there, clients can:
- Securely share documents with you, family members, or legal stakeholders
- Make ongoing updates as their life and assets evolve
- Access live support via phone, chat, or email Monday through Friday
This isn't the end of a transaction, it's the beginning of a long-term relationship, and you stay connected throughout.
What tools are included for managing client relationships?
The Advisor Portal includes intelligent tools to guide your clients through the estate planning process:
- Client management: Track every client in one view. See their progress toward completing their estate plan. If you see a client is getting stuck, you can send a check-in directly from your Advisor Portal to help them complete their estate plan.
- Document extraction and AI-generated summaries: Upload trusts, wills, and Power of Attorney documents. Our AI then generates a complete estate plan summary, which you can use to spot gaps in a client’s estate plan. You can also edit the summary and share it as a polished, client-ready PDF.
- Estate Assistant: Get answers to questions about your clients’ estate plans, uploaded documents, and estate planning education.
What support is available for advisors?
Growth and Premium subscribers receive a dedicated Advisor Solutions Team to support you with strategy and engagement.
What support is available for clients?
Your clients have help every step of the way. Trust & Will provides:
- Live support via chat, phone, and email: real people, not bots
- Help with product walkthroughs, plan navigation, and common questions
- Responsive, compassionate guidance tailored to each client's needs
Trust & Will has earned more than 4,700 5-star reviews on Trustpilot, so your clients are in good hands.
What is Attorney Support and how does it work?
Most clients complete their estate plans without legal assistance. For those who want expert legal guidance, we offer Attorney Support, which can be bundled into your Advisor Plan. This provides clients with:
- Access to a vetted attorney network across most states
- Expert phone support for estate planning, probate, and tax questions
- Personalized guidance based on each client's assets, life situation, and state laws
- Help with structuring business or LLC trust ownership
- Multi-jurisdictional coverage
Learn more about Attorney Support.
How does Trust & Will help me grow my practice?
Trust & Will helps you retain clients and the next generation of wealth by making estate planning part of your regular conversations. Research shows that 68% of advised clients would consider switching to an advisor who offers estate planning, and 61% of Americans said advisors should offer it as part of their services.
By making estate planning a seamless part of your practice, you can:
- Deepen trust and strengthen long-term client relationships
- Protect and grow AUM by staying connected to beneficiaries and next-gen wealth
- Differentiate your practice in a competitive landscape
- Uncover hidden assets and relationships that may represent new advisory opportunities
How do I upgrade my Advisor Plan?
Ready to upgrade? Log in to your Advisor Portal, go to Profile & settings, and select the option to manage your plan. From there, you can compare your options and choose the one that fits your practice and your clients’ needs.
Bringing estate planning to multiple advisors at your firm? Schedule a Demo with our team to talk through a multi-seat plan.
Please note that not all features and functionality are available to all broker-dealers, RIAs, or firms. For questions about access or availability, contact us at advisors@trustandwill.com.
Important Note
The Trust & Will Advisor Portal and Advisor Plans are designed to complement your practice, not replace professional legal or financial counsel. For clients with complex estate planning needs, consulting a qualified estate planning attorney is recommended.
Not all Compliance departments approve upgrading to a paid Advisor Plan. For help with general questions or anything related to your Advisor account, feel free to reach out to the Advisor Support team at any time.