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Trust & Will Online Estate Planning from Trust & Will
User-friendly online platform for creating wills and trusts, state-specific legal compliance, and lifetime support.
Product analysis by function
Estate Planning Tools for Financial Planning
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
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Core Estate Planning Modeling
(4 Yes /6 Known /11 Possible features)
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Estate Tax Scenario Modeling Ability to model federal and state estate tax liabilities based on client information and changing legislation. |
Trust & Will enables modeling federal and state estate tax liabilities through guided data entry and scenario building for clients across most U.S. jurisdictions. | |
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Multi-Year Projections Capacity to project estate, gift, and generation-skipping tax over multiple years. |
No information available | |
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Customizable Assumptions Allows users to set or override assumptions such as growth rates, inflation, mortality, and discount rates. |
The product allows users to input or override rates for asset growth, inflation, and select other assumptions. | |
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Scenario Comparison Compares multiple estate planning strategies side-by-side including impacts on taxes, distribution, and liquidity. |
Not as far as we are aware.* Trust & Will focuses on single-plan document creation and comparison between multiple strategies is not a core feature. | |
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Beneficiary Modeling Supports flexible structuring and allocation among multiple beneficiaries or classes. |
Allows listing and flexible allocation among beneficiaries, including specific shares and custom provisions. | |
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Probate Analysis Ability to estimate probate costs and duration for various estate plans. |
No information available | |
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Digital Asset Inclusion Allows modeling and inclusion of digital assets (e.g., crypto, online accounts) in estate plans. |
No information available | |
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Asset Titling Analysis Analysis of optimal asset titling/ownership structures (JTWROS, Tenants-in-Common, Trust, etc.). |
Platform guides users on optimal titling of assets such as joint ownership, trusts, etc., depending on user-selected scenarios and state law. | |
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Integrated Liquidity Analysis Evaluates estate liquidity needs and gaps to pay tax and expense obligations. |
Not as far as we are aware.* Estate liquidity analysis is not present—focus is on document creation and asset listing, not financial modeling. | |
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Inheritance Equalization Tools Functions to model and help achieve equalized inheritances among children/beneficiaries. |
No information available | |
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Speed of Estate Plan Calculation The typical time required for the system to generate a comprehensive estate plan scenario. |
No information available |
Trust & Entity Planning
(1 Yes /2 Known /10 Possible features)
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Trust Type Support Supports modeling and analysis of major trust types: revocable, irrevocable, GRATs, CLATs, SLATs, etc. |
Trust & Will creates multiple trust types, including revocable and irrevocable living trusts. | |
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Trust Distribution Analysis Simulates different trust payout/distribution options (unitrust, income-only, discretionary, etc.). |
Not as far as we are aware.* Product supports static trust structures and distributions but does not simulate alternative payout scenarios like unitrust or income-only. | |
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Entity Planning Support Capability to model family limited partnerships (FLPs), LLCs, S-corps, and related entity planning. |
No information available | |
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Trust Remainder Calculations Automatic calculation of remainder interests, including for charitable and split-interest trusts. |
No information available | |
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Trust Funding Recommendations Suggests optimal funding amounts/types for various trust structures. |
No information available | |
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Crummey Power Modeling Supports annual exclusion gifting via Crummey withdrawal power provisions. |
No information available | |
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Dynasty Trust Planning Models advantages and GST impact of long-term dynasty trusts. |
No information available | |
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Trust Asset Allocation Analysis Ability to recommend or analyze portfolio allocation within trust accounts. |
No information available | |
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Automated Trust Flowcharts Visualizes trust structures, beneficiaries, and flows over time. |
No information available | |
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Trust Income Tax Modeling Calculates the trust’s ongoing income and capital gains taxes. |
No information available |
Gifting, Philanthropy, and Charitable Planning
(0 Yes /1 Known /10 Possible features)
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Annual Exclusion Tracking Monitors client’s available annual gift exclusion for tax-free gifts. |
No information available | |
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Lifetime Gift Tracking Tracks use of federal/unified credit for lifetime gifts against estate tax exemption. |
No information available | |
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Present Value Gift Calculations Calculates present and future value of gifts, adjusted for growth and discount factors. |
No information available | |
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Charitable Remainder Trust Modeling Models CRTs and simulates benefits for income, remainder, and tax effects. |
No information available | |
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Charitable Lead Trust Modeling Models CLTs and forecasts benefits to charity and heirs. |
No information available | |
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Donor-Advised Fund Integration Allows planning for and tracking of DAF contributions, grants, and tax effects. |
No information available | |
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Qualified Charitable Distribution (QCD) Modeling Analyzes QCD strategy from IRAs and their tax benefits. |
No information available | |
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Philanthropy Scenario Comparison Compares alternative gifting methods and vehicles by net impact for client, heirs, and charities. |
No information available | |
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Charitable Deduction Calculator Estimates tax deduction available from cash or property donations. |
No information available | |
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Gift Tax Return Preparation Support Prepares or populates IRS Form 709 and records lifetime reporting history. |
Not as far as we are aware.* Trust & Will does not create or populate IRS forms; it provides document creation for estate plans and basic gifting information. |
Intergenerational Wealth Transfer
(0 Yes /0 Known /9 Possible features)
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Generation-Skipping Transfer Tax Modeling Forecasts GST exposure and allocation of GST exemption to trusts and direct skips. |
No information available | |
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Heir Distribution Schedules Outlines schedules and amounts for transfer to children, grandchildren, or other generations. |
No information available | |
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Multi-Generational Scenario Planning Simulates the effect of various strategies across two or more generations. |
No information available | |
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529 and Education Trust Analysis Models education-focused wealth transfer using 529s and trusts. |
No information available | |
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Dynasty Trust Planning Projects the longevity and benefits of dynasty and perpetual trusts. |
No information available | |
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Intra-family Loan Modeling Simulates and tracks intra-family loans and their compliance with IRS requirements. |
No information available | |
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Equalization Algorithms Provides automation or recommendations for equalizing inheritance among heirs with different needs. |
No information available | |
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Annual Transfer Limit Calculations Calculates maximum yearly gifts to each beneficiary under current law. |
No information available | |
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Trust Decanting Scenario Analysis Models potential advantages and implications of trust decanting over generations. |
No information available |
Regulatory Compliance & Risk Management
(3 Yes /3 Known /9 Possible features)
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Real-Time Regulatory Updates Automatically integrates updates to federal and state estate tax law and rates. |
Trust & Will regularly updates documents and state-specific forms to reflect current federal and state law as advertised on their compliance pages. | |
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Audit Trails & Versioning Chains user actions and scenario changes for regulatory review or compliance audits. |
No information available | |
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Automated Compliance Checks Identifies missing or non-compliant documentation/data before plan finalization. |
No information available | |
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Document Storage & Retrieval Stores supporting documents/lawyer notes securely and links to client records. |
Secure cloud storage is available for all documents and user uploads, with retrieval via user dashboard. | |
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E-signature Integration Supports secure e-signing for wills, trusts, and related documents where permitted. |
E-signature provided for most supported documents as indicated in product FAQs and help docs. | |
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Fiduciary Duty Monitoring Tracks recommendations for adherence to the advisor’s fiduciary duty. |
No information available | |
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Customizable Compliance Workflows Allows tailoring of review and approval flows to firm policy. |
No information available | |
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Red Flag/Alert Notification System Notifies advisors of urgent compliance or documentation gaps. |
No information available | |
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Integration with Attorney Portals Facilitates secure workflow and data sharing with external attorneys. |
No information available |
Integration & Data Management
(0 Yes /0 Known /9 Possible features)
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Financial Planning Software Integration Bidirectional integration with popular financial planning platforms (e.g., eMoney, MoneyGuidePro). |
No information available | |
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Custodian/Account Aggregation Imports account, asset, and beneficiary data directly from custodians and banks. |
No information available | |
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CRM Integration Seamless bi-directional sync with major CRM systems (Salesforce, Redtail, Wealthbox, etc.). |
No information available | |
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API Availability Offers public APIs for data extraction, import, and integration into custom workflows. |
No information available | |
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Bulk Data Import/Export Enables high-volume CSV/Excel/XBRL data transfer for migration or analysis. |
No information available | |
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Secure Client Portals Clients can upload, view, and approve documents and proposals via secure portals. |
No information available | |
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Law Firm Integration Facilitates collaboration between advisory firms and law firms writing documents. |
No information available | |
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Version Control for Shared Plans Keeps a changelog for shared editing and scenario building between professionals. |
No information available | |
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Automated Data Validation Runs checks on imported data for accuracy and consistency. |
No information available |
User Experience & Usability
(5 Yes /5 Known /9 Possible features)
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Drag-and-Drop Scenario Builders Intuitive, visual builders for estate plans and flowcharts. |
No information available | |
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Mobile and Tablet Compatibility Optimized user experience on mobile and tablet devices for on-the-go access. |
Trust & Will is accessible and responsive on major mobile and tablet devices. | |
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White Labeling Enables branding of reports and portals with firm logos and colors. |
Firm logo upload and customizations for printed/downloaded documents and client-facing interface are available. | |
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Guided Workflows Step-by-step flows help less-specialized users conduct advanced planning. |
The onboarding process and document creation are presented as step-by-step guided workflows for both advisors and clients. | |
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Integrated Help & Training Resources In-app help, FAQs, and tutorials tailored to common estate planning topics. |
Product offers embedded help articles and instructional content for common estate planning issues. | |
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Customizable Dashboards Personalized dashboard views by advisor role or client needs. |
No information available | |
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Real-Time Collaboration Multiple advisors/stakeholders can edit and comment simultaneously. |
No information available | |
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Accessibility Features Supports screen readers, alternative data entry, and ADA compliance. |
Trust & Will complies with basic accessibility (ADA) standards such as screen reader support and clear navigation per their technical documentation. | |
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Onboarding Speed Average time required for a new user to be on-boarded and proficient. |
No information available |
Client Communication & Reporting
(5 Yes /5 Known /9 Possible features)
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Customizable Reports Produces branded, client-friendly reports summarizing estate plans and outcomes. |
Product supports downloadable, branded reports with summary of client choices and provisions. | |
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Interactive Visualizations Dynamic estate flowcharts, distribution visualizations, and tax analysis outputs. |
No information available | |
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Secure Document Delivery Sends final documents with multi-factor authentication and tracking. |
Final documents are delivered to user wallets with secure email links and identity verification steps. | |
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Email/Message Integration Built-in capability for secure client communication and notification. |
Platform includes built-in secure messaging for document and status notifications. | |
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Versioned Document History Maintains a full record of document versions and delivery/approval logs. |
The system provides a history of edits, versioned documents, and delivery logs to the user per their dashboard. | |
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Client Feedback Collection Clients can directly review, comment, or give digital approval of plans. |
Clients can provide digital approvals/comments for documents and plans through the Trust & Will portal. | |
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Presentation Mode Dedicated tools for presenting estate plans in client meetings. |
No information available | |
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Translation/Localization Reports and interfaces available in multiple languages. |
No information available | |
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Batch Reporting Speed Time required to generate a set of reports for multiple clients. |
No information available |
Security & Privacy
(7 Yes /7 Known /9 Possible features)
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Multi-Factor Authentication (MFA) Requires MFA for all advisor, staff, and client logins. |
Multi-factor authentication (MFA) is required for all users according to security FAQ. | |
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Data Encryption In-Transit and At-Rest All estate planning data are encrypted using industry best practices. |
Trust & Will encrypts all data in transit and at rest with modern encryption standards (AES-256, TLS 1.2+). | |
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Role-Based Access Control Enforces least-privilege access to sensitive data based on user role. |
User roles (admin, advisor, client) restrict access and editing rights across the portal. | |
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Comprehensive Audit Logs Tracks every login, document access, and transaction performed in the system. |
Comprehensive system audit logs are advertised for document access and user actions. | |
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Regular Security Audits Product and infrastructure are tested on a set frequency for vulnerabilities. |
Regular external security audits are marketed on Trust & Will's security and compliance page. | |
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Granular Sharing Permissions Allows sharing of select portions with clients, co-advisors, or attorneys. |
No information available | |
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Data Residency/Retention Controls Lets users select region for data storage and implements custom retention policies. |
No information available | |
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Privacy Compliance Monitoring Features to track compliance with relevant data privacy regulations (GDPR, CCPA, etc.). |
Trust & Will highlights GDPR, CCPA, and US privacy law compliance in their privacy documentation. | |
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Encryption Key Management Secure lifecycle management for all encryption/decryption keys. |
Cloud key management for encryption is referenced in their security documentation. |
Scalability & Performance
(2 Yes /2 Known /8 Possible features)
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Concurrent User Support Maximum recommended number of users working simultaneously without slowdown. |
No information available | |
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Load Testing Certification Tested/guaranteed performance under specified high-volume transaction loads. |
No information available | |
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Uptime Guarantee Service level commitment to system uptime. |
No information available | |
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Multi-Office/Multi-Tenancy Support Supports separate environments for different offices, advisors, or sub-firms. |
Supports multiple advisors, family members, or trusted contacts per household/account with granular permissions for each. | |
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Latency Average system latency under typical advisor use. |
No information available | |
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Cloud-Based Scalability System is cloud-native and can autoscale as user base or data grows. |
Trust & Will is a cloud-native SaaS with capacity to handle scaling automatically as advertised in infrastructure documentation. | |
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Batch Processing Capability Processes large datasets (e.g., client imports, scenario creation) in batches. |
No information available | |
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Mobile Sync Speed Synchronization delay between devices and main platform. |
No information available |
Support, Training & Vendor Reliability
(6 Yes /6 Known /9 Possible features)
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24/7 Customer Support Live, round-the-clock support by email, chat, or phone. |
24/7 customer support is highlighted in multiple places throughout Trust & Will’s website and onboarding process. | |
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Onboarding & Implementation Support Dedicated specialists guiding initial setup, training, and best practices ramp-up. |
Onboarding support and specialist guidance are available, with real-time chat and booked sessions offered at signup. | |
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Comprehensive User Documentation In-depth guides and written/video tutorials explaining all features. |
Comprehensive guides and videos available in knowledgebase and onboarding. | |
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Continuing Education Resources Regular workshops, webinars, or CE-eligible courses for estate planning. |
No information available | |
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Community/User Forum Online forum for peer discussion, tip sharing, and best-practice exchange. |
No information available | |
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Vendor Longevity & Financial Stability Track record of financial health and ongoing product development. |
Company has been online over five years and has significant funding and hundreds of thousands of estate plans created. | |
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Disaster Recovery Guarantee Commitment and systems to restore operations in the event of major outage. |
Disaster recovery and business continuity plans are referenced in compliance documentation. | |
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Service Level Agreement (SLA) Clearly documented SLAs including support response timelines and remedies. |
Clear SLA outlines and remedies for downtime or failures are provided via Trust & Will legal site. | |
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User Satisfaction Metrics System for collecting, tracking, and improving user satisfaction (e.g., NPS, CSAT). |
No information available |
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