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About this Product
Trust & Will has modernized estate planning with a design-first approach, layered on top of incredible customer support and access to our robust attorney network— making estate planning simple, affordable, & accessible:
- Easily Implement Estate Planning: Seamlessly integrate estate planning services into your practice, available in all 50 states.
- Understand Clients' Estates: Gain a comprehensive understanding of your clients' estates through our detailed estate summary and estate report.
- Identify Proactive Planning Opportunities: Utilize personalized insights to uncover and act on proactive planning opportunities for your clients.
About Trust & Will
Trust & Will is the nation's leading estate planning solution with attorney-approved, legally valid documents and processes designed to adhere to individual guidelines. Since launching in 2017, Trust & Will has helped nearly 700,000 families set up an estate plan to create their legacy.
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.