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Trust & Will: Summary

Trust & Will is an online platform that simplifies the process of creating and managing estate planning documents such as wills and trusts. It provides users with guided support and legal resources to ensure their estate plans are comprehensive and legally valid.

Service Name

Trust & Will

Industry

Legal Services, Estate Planning, Online Services, Digital Solutions

Main Value Proposition

Trust & Will offers an easy and affordable way to create and manage estate planning documents, ensuring peace of mind for users and clarity for their loved ones.

Description

Trust & Will is an online platform that simplifies the process of creating and managing estate planning documents such as wills and trusts. It provides users with guided support and legal resources to ensure their estate plans are comprehensive and legally valid.

Key Features

Guided online platform for creating estate plans; One-on-one support from attorneys; State-specific legal document preparation; Bank-level encryption for data security

Use Cases

Trust & Will is most valuable for individuals looking to create a will or trust, families navigating the probate process, and those seeking to secure their children's future.

Competitive advantages

Affordable pricing plans that cater to various budgets; Comprehensive support including dedicated case managers for probate; Quick and easy online process that can be completed in under 30 minutes

Strengths

The service is designed by attorneys, ensuring legal validity and compliance, while also being user-friendly and accessible for individuals without legal backgrounds.

Positioning

Trust & Will positions itself as a leading digital solution for estate planning, emphasizing ease of use, affordability, and expert support.

Audience

The target users include families, individuals planning for their future, and those who have recently lost a loved one and need assistance with estate settlement.

CTA

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Tags
  • Estate Planning

  • Wills

  • Trusts

  • Probate

Tagline

Make your estate plan and make it count.

Tone of Voice

Supportive, informative, approachable

Differentiation

Trust & Will stands out in the market by providing a user-friendly online platform that combines legal expertise with personalized support, making estate planning accessible to everyone.

Brand Positioning

The brand identity of Trust & Will is centered around trust, clarity, and support, aiming to empower users to take control of their estate planning needs.

Founded

2017-10-26

Founders
  • Brian Lamb

  • Cody Barbo

  • Daniel Goldstein

  • John Zdanowski