Trust & Will

Trust & Will is a digital estate planning platform that offers legally valid estate planning documents that comply with state guidelines. Put simply, it is about cases, documents, time and billing for law firms.

It makes the most sense for solo practitioners to mid-size firms. They also list Legal and Wealth Management, so expect those to show up in the feature set. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

Trust & Will is based in San Diego, California. Their site is trustandwill.com.

Before you commit, look at trust accounting, document automation, and client portals. Ask for a trial on your own data, not a canned demo.

Nobody has reviewed Trust & Will on Revaw yet. If you use it, your rating goes first, and it takes about twenty seconds.