Want a little extra support while creating your estate plan? Our Concierge Beta Program offers one-on-one guidance from a dedicated specialist who can walk you through the process step-by-step.
For a limited time, Concierge is free for select members while we test this new service.
What is Concierge?
Concierge is an enhanced, one-on-one guided support experience designed to help you feel confident as you build your estate plan.
If you choose Concierge, you’ll be paired with a dedicated Concierge Specialist who will:
Walk you through the questionnaire step-by-step
Help strengthen and refine your estate plan choices
Guide you through next steps after your documents are completed
This service is ideal if you’d prefer individualized guidance while completing the online process through Trust & Will.
Who should use Concierge?
Concierge is a great fit if you:
Want a full walkthrough of the questionnaire
Feel unsure about certain planning decisions
Would like help improving your plan strength
Prefer personalized, one-on-one support
How do I join the Concierge Beta?
Getting started is simple.
You will first need to purchase a Will or Trust plan.
Then, if you feel you need the extra support of the Concierge service, please reach out to the Member Support team or navigate to your Support tab within your account to upgrade to Concierge directly.
You'll fill out a short form with your contact information and submit it.
A Concierge Specialist will reach out to you within about 24 business hours to schedule your welcome call and coordinate next steps.
Is Concierge free?
Right now, Concierge is free as part of our Beta program for select members.
In the future, Concierge will become a paid membership tier with enhanced support and planning guidance.