Trust & Will
Hi, we're Trust & Will. We're on a mission to help every family to leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We're backed by leading names in venture capital and we are the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy. We're always looking for talented people to join our 100% remote first team - come join a B Corporation and an Inc. Best Workplace award winner that's changing an industry and helping millions of families along the way. *Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.
Trust & Will
Trust & Will simplifies estate planning through its innovative online platform, offering Wills, Trusts, and probate services for individuals and professionals.
About
Needs Assessment
Active buying signals and potential business opportunities
Technology Requirements
Advanced data security solutions to enhance protective measures for sensitive user information.
Real-time integration capabilities with financial advisory platforms for seamless service.
Upgrades to the online user interface for improved accessibility and experience.
Service Requirements
Ongoing legal expertise for developing compliance materials aiding users in state law understanding.
Training for customer support teams on updated technologies and services offered.
Infrastructure Requirements
Cloud storage solutions capable of handling large volumes of sensitive legal documents.
Monitoring tools for observability of user interactions and data security breaches.
Talent Requirements
Hiring legal experts with a strong understanding of estate planning across various jurisdictions.
Training for existing staff to be more proficient in handling user inquiries regarding the platform.
AI Insights
Growth Trajectory
Trust & Will is poised for substantial growth as they continue to expand their services in more states, supported by strong hiring patterns within the sales and technical teams, which indicate an aggressive growth strategy.
Market Opportunity
Trust & Will has secured a solid market position as a leader in online estate planning, with immediate opportunities to innovate through technology and expand its reach into more states and demographics.
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