Estate planning isn't just a client service — it's a business strategy. The Trust & Will Premium subscription gives advisors everything they need to offer estate planning as a core part of their practice: complimentary plans for clients, 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 is the Premium subscription for Advisors?
The Premium subscription is an annual advisor-level plan that allows you to offer complimentary estate plans to your clients — removing cost barriers and making it easier to initiate planning conversations that drive action and long-term trust. It's designed for individual advisors and firms who want to make estate planning a seamless, high-touch part of their client experience.
What plans are available and how are they priced?
Trust & Will offers three tiers for advisors:
- Basic — Free. Clients pay for their own plans at a 10% discount. Includes AI assistance and document extraction with AI summaries.
- Premium Growth — $2,500/year per dashboard. Includes up to 25 complimentary estate plans, advisor solutions team support, document extraction and AI summaries, on-demand onboarding, and the ability to bundle Attorney Support.
- Premium Full — $4,850/year per dashboard. Everything in Premium Growth, with no estate plan cap and a 1:1 onboarding session.
- Premium Plus — $6,850/year per dashboard. Everything in Premium Full, with Attorney Support bundled in for your clients.
Are there any add-ons available?
Yes. Two add-ons are available to expand your subscription:
- Additional User License — $1,000 per user when paired with Premium Full (includes a 100-plan cap per user); $500 per user when paired with Premium Growth.
- Attorney Support — $2,000, regardless of tier. This is excluded from any discounting and can be added to any Premium plan if not already included.
What's included in the Premium subscription?
Premium subscribers get a full suite of tools designed to make estate planning effortless for you and your clients:
- Complimentary estate plans — Will-based and Trust-based options at no cost to clients
- AI assistance — Get fast answers about clients, estate plans, and Trust & Will on demand
- Full document access — View client estate plans directly for seamless collaboration (with client permission)
- Educational resources and advisor training — Client-ready materials, exclusive workshops, and one-on-one strategy sessions
- Essentials membership for clients — Included with Premium, this gives clients ongoing access to plan edits, free shipping, a digital safe for secure document storage, AI assistance, and their Plan Strength score
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?
Premium gives you a centralized view of every client's estate planning journey:
- Advisor Dashboard — Track plan creation, notarization, trust funding, and deed transfers with progress indicators and tax reports
- Estate Plan Summaries and Visuals — Review high-level overviews of client decisions, assets, and beneficiaries to inform proactive conversations
- AI-Powered Document Extraction — Upload existing estate documents and get instant insights into client histories and plan structures
What support is available for advisors?
Premium subscribers receive dedicated, white-glove advisor support:
- A dedicated account manager and implementation specialist
- 1:1 advisor training and client success frameworks
- Education on uncovering revenue growth opportunities within your book
- Priority access to the advisor solutions team for strategy and engagement
What support is available for clients?
Your clients won't be navigating this alone. 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.
How does Attorney Support work?
Most clients complete their estate plans without legal assistance. For those who want expert legal guidance, Attorney Support can be bundled into your subscription (included with Premium Plus, or added as a $2,000 add-on at any other tier). 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
How does the Premium subscription help me grow my practice?
Research shows that 40% of clients would switch to an advisor who offers estate planning, and more than 70% of heirs replace their parents' advisor within a year of a client passing. The Premium subscription helps you get ahead of both.
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 get started with Premium?
Ready to make estate planning a core part of your practice? Schedule a demo with our team to explore which plan is the right fit for your firm.
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 Premium subscription 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 the Premium Subscription. For help with general questions or anything related to your Advisor account, feel free to reach out to our Advisor Support team at any time.