Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Trust & Will review for financial advisors
By William Foster · Updated October 22, 2026
Verdict: Trust & Will is best for advisors who want a low-cost way to get clients a will or trust and summarize existing documents. Pricing: Free; paid from $2,500/yr. Skip it if most of your clients are ultra-high-net-worth families with advanced trust structures.
How we review: this is an editorial summary of what Trust & Will publishes about its product and pricing, checked on October 22, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Advisors who want a low-cost way to get clients a will or trust and summarize existing documents |
|---|---|
| Category | Tax return & document analysis |
| Starting price | Free; paid from $2,500/yr |
| Free option | Free advisor plan; clients pay for their own estate plan at a 10% discount. |
| Pricing model | Published on the vendor's website |
| Website | trustandwill.com/advisors |
What Trust & Will does
Trust & Will's advisor platform lets advisors send clients through guided will and trust creation and track progress from one dashboard. Advisors can upload trusts, wills and powers of attorney for an AI-generated, editable estate summary PDF and ask an AI Estate Assistant about clients' plans. It says it has a nationwide network of 350+ attorneys.
Key capabilities, per Trust & Will
- Guided will and trust creation for clients in all 50 states
- AI summaries of uploaded trusts, wills and powers of attorney
- Dashboard tracking notarization, trust funding and deed transfers
Good fit if
You want advisors who want a low-cost way to get clients a will or trust and summarize existing documents.
Skip it if
Most of your clients are ultra-high-net-worth families with advanced trust structures.
What to check 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.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Trust & Will compares on price
| 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 |
| YourStake | From $600/seat/yr | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Get a Trust & Will demo
Tell us a little about your firm and we'll pass your request to Trust & Will's team. Free, no obligation.
FAQ
Is Trust & Will good for financial advisors?
It's a strong fit for advisors who want a low-cost way to get clients a will or trust and summarize existing documents. Online estate planning for advisors' clients, with AI document summaries and an AI estate assistant.
What are Trust & Will's main features?
Guided will and trust creation for clients in all 50 states. AI summaries of uploaded trusts, wills and powers of attorney. Dashboard tracking notarization, trust funding and deed transfers.
Who should not use Trust & Will?
Most of your clients are ultra-high-net-worth families with advanced trust structures.
How much is Trust & Will?
Free; paid from $2,500/yr as of October 22, 2026. See the full plan list on our Trust & Will pricing page.