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
In one line: Online estate planning for advisors' clients, with AI document summaries and an AI estate assistant.
| 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 |
| Free option | The vendor offers a free advisor plan; clients pay for their own estate plan. |
| Pricing | Free; paid from $2,500/yr · See all plans (as of October 22, 2026) |
| Website | trustandwill.com/advisors |
| Last checked | October 22, 2026 |
What it 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.
Trust & Will review · Trust & Will pricing · Trust & Will alternatives
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.
Alternatives to Trust & Will
Wealth.com
Firms that want estate documents, tax modeling and visual estate summaries in one platform
Vanilla
Advisors who want to review clients' existing estate plans and model advanced strategies
FP Alpha
Advanced planning across tax, estate and insurance
Compare: Wealth.com vs Trust & Will
From the blog
FAQ
What is Trust & Will?
Online estate planning for advisors' clients, with AI document summaries and an AI estate assistant.
Who is Trust & Will best for?
Advisors who want a low-cost way to get clients a will or trust and summarize existing documents. It is in our tax return & document analysis category.
How much does Trust & Will cost?
As of October 22, 2026, Trust & Will's website lists: Basic, Free; Growth, $2,500/year; Premium, $4,850/year.
What are alternatives to Trust & Will?
Wealth.com, Vanilla, FP Alpha.