About

Trust & Will provides an online platform for estate planning, allowing users to create, edit, store, and share important legal documents like trusts, wills, and guardianships. The platform is designed to be user-friendly, making it easy for individuals and families to secure their legacy and protect their loved ones. Trust & Will operates on a subscription-based model, with plans starting at $39, which makes it affordable for a wide range of clients. Unlike many competitors, Trust & Will focuses on simplicity and accessibility, ensuring that clients can manage their estate planning needs without confusion. The company aims to enhance customer satisfaction by offering a 30-day money-back guarantee, which builds trust in their services.

Simplify's Take

What believers are saying

• Increased interest in digital estate planning among Gen Z offers growth opportunities.
• Partnership with Jet Insurance provides streamlined probate processes for customers.
• Erie Strategic Ventures' investment boosts market visibility and credibility.

What critics are saying

• Competition from tech-enabled startups could challenge Trust & Will's market share.
• Changing trust laws in Florida may require adaptation to remain compliant.
• Reliance on TV advertising may not effectively reach younger, digital-native generations.

What makes Trust & Will unique

• Trust & Will offers attorney-approved, legally valid estate planning documents online.
• The platform uses bank-level encryption, ensuring high security standards like SOC 2 and HIPAA.
• Partnerships with AARP and financial institutions enhance credibility and reach.

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