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Trust & Will pricing
Short answer: Per Trust & Will's pricing page (checked October 22, 2026): Free; paid from $2,500/yr. All 3 listed plans and options are below.
Trust & Will plans and prices
| Plan | Price | Note |
|---|---|---|
| Basic | Free | clients pay for their own plan; AI Estate Assistant and AI document summaries |
| Growth | $2,500/year | up to 25 estate plans and a dedicated advisor solutions team |
| Premium | $4,850/year | per-seat annual pricing with complimentary client estate plans |
Prices as of October 22, 2026, in USD, as listed on Trust & Will's pricing page. Vendors change prices often; confirm before you buy.
- Free option: Free advisor plan; clients pay for their own estate plan at a 10% discount.
- Trust & Will lists optional attorney support for clients in certain states at $300 for 12 months.
What drives your Trust & Will bill
- Annual billing or an annual term applies to some or all plans.
- There is a free plan or trial, so you can test before paying.
Before you buy
- Best suited to simpler estates; check complex-estate needs with an attorney.
- Confirm compliance is comfortable with client referral links.
- Compare the Growth plan's 25-plan cap with your expected volume.
Trust & Will pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Trust & Will | Free; paid from $2,500/yr | Free advisor plan; clients pay for their own estate plan at a 10% discount. | Pricing details |
| Wealth.com | Contact vendor | None listed | Pricing details |
| Vanilla | Contact vendor | None listed | Pricing details |
| FP Alpha | From $870/yr | None listed | Pricing details |
| Holistiplan | From $749/yr | Free trial offered. | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Trust & Will review · Trust & Will alternatives · Best tax return and document analysis tools
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FAQ
How much does Trust & Will cost?
Basic: Free; Growth: $2,500/year; Premium: $4,850/year. Prices as of October 22, 2026.
Does Trust & Will have a free plan or trial?
Free advisor plan; clients pay for their own estate plan at a 10% discount.
What should I ask Trust & Will about pricing?
Best suited to simpler estates; check complex-estate needs with an attorney. Confirm compliance is comfortable with client referral links. Compare the Growth plan's 25-plan cap with your expected volume.