Trust & Will is an online estate planning platform that enables individuals to create, edit, and store legal documents such as wills and trusts. It offers guided digital tools designed to simplify the process of assigning guardians, distributing assets, and preparing for probate. The service provides options for both wills, which take effect after death, and trusts, which can function during one’s lifetime to manage and transfer property. Additional features include secure document sharing, attorney support, deed transfers, and probate assistance. Trust & Will emphasizes affordability, accessibility, and adaptability, offering unlimited updates and personalized insights through its EstateOS platform. While it provides legal forms and information, the company is not a law firm and does not replace the services of an attorney.

I learned of Trust & Will through 📝John Zdanowski in 2019 around the time he started working with them and have followed their journey since. Many of the lessons he taught me were punctuated with him pointing at the successes of their business and business model. It's been awesome to see them grow from the value they deliver.

Contexts

• 🏷️#john-zdanowski (See: 📝John Zdanowski)