# Membership ### No more guessing. No more outdated plans. Our membership gives you the tools and resources to update your estate plan as your family finances and future evolve—so you can always feel confident that your loved ones are protected, no matter what life brings. [Explore Our Membership](https://trustandwill.com/membership#comparetable-5yfuECNqf7HSqvbP0CPLZi-section-2) ### Estate OS for Families ## A membership that grows with you. Our membership helps you keep your plan up to date as life changes—so your loved ones are always protected. [Start Your Estate Plan](https://trustandwill.com/get-started) ## Plans Overview ### Basic **Price** Free **Plan Overview** Get your estate plan created with no ongoing membership. **Benefits** - Ongoing edits—As life changes, make informed changes to your plan. - Digital downloads—your documents at your fingertips at any time. - Free shipping (Up to $35 in savings.)—Receive one free shipment of your physical documents per annual billing cycle. - Digital Safe—Securely store and organize important personal files. - Plan Strength Score—See custom recommendations to strengthen your plan. - Advanced AI Assistant—Quick answers enhanced by your uploaded documents. ### Essentials **Price** $49/year **Plan Overview** Keep your plan current as life changes with personalized support. **Benefits** - Ongoing edits—Make informed changes to your plan. - Digital downloads—Access documents at your fingertips. - Free shipping (Up to $35 in savings.) - Digital Safe—Securely store and organize important personal files. - Plan Strength Score—Custom recommendations to strengthen your plan. - Advanced AI Assistant—Quick answers enhanced by your uploaded documents. ## One platform, built for generations. EstateOS is your always-on planning system—built to evolve with your life, protect your loved ones, and help you stay prepared, no matter what the future brings. #### Stay prepared with a living plan. - Track your Plan Strength™ and get smart alerts for life events. - Make edits anytime as your life, family, or finances evolve. - Ensure your plan is always current, complete, and ready. #### Plan together, securely. - Safely involve family, executors, or trustees, and more. - Store and organize documents in your encrypted Digital Safe. - Manage permissions and collaborate with confidence, all in one place. #### Guidance without the guesswork. - Access to member support and 24/7 intelligent assistance. - Upgrade for attorney calls and personalized expert support. - Get simple answers—no legalese, no confusion. ## EstateOS: The operating system for future planning. - Intelligent Guidance ### Planning support that speaks human, not legalese. - Get help when you need it, without the guesswork: - Intelligent assistant answers questions clearly and instantly. - Receive proactive prompts and suggestions based on your goals and life changes. - Upgrade to get attorney calls and personalized support. ### Protect your legacy with tools that grow with you. Create a lasting plan that supports your family today—and tomorrow: - Reduce probate exposure with ongoing plan reviews and trust funding support. - Start with Essentials and keep your plan up-to-date for just $49 per year. - Upgrade at any time should you want to add on attorney calls. ### One platform, designed for real life. Peace of mind, supported by smart features and secure sharing: - Track your Plan Strength and get alerts when life events call for updates. - Make changes anytime—whether you’ve moved, married, or grown your family. - Share your plan securely with trusted contacts like family, executors, or advisors. ### All your documents, always within reach. Keep your most important information safe, accessible, and easy to manage: - Use the Digital Safe to securely store estate plans, insurance, deeds, and more. - Manage sharing and permissions for each document with role-based access. - Access everything from desktop or mobile—whenever and wherever you need it. ### FAQs ## Common questions. ### How long does the process take? Some people can finish their estate plans in as little as 30 minutes. But don’t worry, we’ll save your responses as you go so you can always pick up where you left off. ### Is this legal? All of our estate plans are built by attorneys and customized by you. Every plan is legally-valid, state specific, and created to meet your specific needs. In order to ensure your estate plan is legally binding, sign and notarize the documents upon receiving or downloading. Check out our Learn Center to learn more about the [legality of online Wills](https://trustandwill.com/learn/what-makes-a-will-legal) or [witness and notary requirements](https://trustandwill.com/learn/where-to-get-a-will-witnessed-and-notarized). ### I lost someone I love, now what? We are so sorry for your loss and we’re here to support you in figuring out the next steps. First, obtain legal documentation of the death and notify the necessary parties. [Follow this checklist](https://trustandwill.com/learn/what-to-do-when-someone-dies) to ensure you’re correctly managing this challenging situation. ### Is my information secure? Here at Trust & Will, we use bank-level security to protect and encrypt your personal information. We’re serious about security and we’ll never sell or share your information without consent. ### Are payment plans available? Yes. Payment plans are available for both our Will Plan and Trust Plan. We offer payment plans to align with our mission to make estate planning and settlement affordable and accessible for everyone.