About

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

Simplify's Take

What believers are saying

• Increased interest in digital estate planning among Gen Z presents growth opportunities.
• The 'Make It Count' TV ad campaign could boost brand awareness and customer acquisition.
• Partnership with Jet Insurance Company enhances probate process, increasing customer satisfaction.

What critics are saying

• Increased competition from tech-enabled startups could challenge Trust & Will's market position.
• Changing trust laws may require frequent updates, increasing operational costs.
• Dependency on Jet Insurance for probate bonds could pose risks if partnership faces challenges.

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.
• Trust & Will is the official estate planning provider for AARP members.

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