The Modern Estate Planning Platform for Today's Attorneys

3 new client referrals

2 new client referrals

Client completed their documents

Client got married

1 week ago

Client purchased a home

1 day ago

Client completed their documents

Client got divorced

2 weeks ago

Client spouse passed away

5 days ago

Client spouse passed away

3 days ago

Client sold their home

5 days ago

Client updated their documents

4 new client referrals

Client updated their documents

Client got divorced

1 week ago

The Modern Estate Planning Platform for Today's Attorneys

Streamline your workflows, grow your practice, and unlock long-term client value—more efficiently than ever.

Create Your Attorney AccountSchedule a Demo

Attorney Spotlight

Why Attorneys Nationwide Choose Trust & Will

  • "I don't have a client problem, I have a process problem."

    Scott S.

    CPA & Estate Attorney

  • "Current tools are too complex or too basic. I need a paralegal you don't have to pay."

    Michael D

    Estate Attorney

  • "Bring me more clients and you'll have my loyalty."

    Michael B

    Estate Attorney

The Attorney Platform, Powered by EstateOS

Clear the clutter for the work that demands your expertise.

Create Your Attorney Account

Get referrals, not just leads.

  • The right clients, at the right time—matched to your expertise.
  • Receive qualified referrals based on region and specialization.
  • Track referred client activity from intake to engagement.

Streamline every case.

  • Automate workflows and manage more clients with ease.
  • Organize cases fast with AI-powered insights and bulk doc uploads.
  • Easily access smart summaries, key estate plan information, and stored meeting notes.

Boost client engagement.

  • Real-time life-event alerts reveal opportunities to update documents.
  • Smart tools deliver personalized guidance and deepen client relationships.
  • AI-powered document extraction fuels client summaries and proactive ARR.
Introducing Our Attorney Platform | Trust & Will - YouTube

Features & Benefits

Power up your practice.

Create Your Attorney Account

  • Practice Intelligence 

    Intelligent insights, built into your workflow.

    EstateOS automatically turns client documents into structured insights, helping you focus on the work that matters.

    • Summarized data via AI/OCR for faster case prep

    • CRM-style timeline with historical account and key milestones

    • Client summaries with estate overviews

FAQs

Common questions.

Getting started is simple. After creating your account, you can upload existing client documents and instantly extract key summaries. Clients without a current plan can be invited to create one using your referral link. You can also access your AI assistant anytime within your portal to ask questions and get support 24/7.

Here at Trust & Will, we use bank-level security to protect and encrypt you and your clients’ personal information. We’re serious about security and we’ll never sell or share your information without consent.

Trust & Will for Attorneys is built for professionals, not consumers. While the consumer product helps individuals create their own estate plans, our Attorney Platform provides a full practice solution with client management, workflow tools, and ongoing plan updates to support more complex needs and long-term client relationships.

Absolutely! Our member support team is ready to support your clients if they have any questions. They’re available via chat, email, and phone support.