Let’s make estate and cryptocurrency planning accessible for everyone.
Trusted by over 1M individuals and 200+ enterprise partners, our complete estate and cryptocurrency planning solution helps you better serve your members, employees, or customers.
Who We Partner With
We'll build a tailored package to meet your needs.
Financial Institutions
Enhance member value with estate and cryptocurrency planning benefits. Offer free or discounted plans to help your customers protect what matters most.
Employee Benefits
Support your team with simple, affordable estate and cryptocurrency planning. Whether you cover the cost or subsidize it, we’ll help you build a benefit that makes an impact.
Insurance
Strengthen your coverage by including estate and crypto plans as a policy rider. Whether optional or bundled, it’s a valuable way to build trust with policyholders.
Case Study
How Fifth Third expanded estate and cryptocurrency planning at national scale.
Fifth Third Bank partnered with us to embed free, legally valid wills into digital banking by helping customers safeguard more than $6.7B in estate value in four months. See how this partnership drove meaningful adoption and measurable impact.
Improve Your Offering
Integrate estate and cryptocurrency planning. Unlock lifetime value.
Trust & Will helps you offer estate and cryptocurrency planning in the moments that matter most, strengthen long-term relationships, and measure impact over time.
Deepen engagement.
- Offer estate and cryptocurrency planning at meaningful life moments.
- Trigger timely, personalized outreach.
- Differentiate your value with wills and trusts.
Gain insights at scale
- Understand customer needs through estate and cryptocurrency planning data.
- Identify trends to inform engagement strategies.
- Access unique insights available through estate and crypto plans.
Drive value at a low cost
- Turn estate and cryptocurrency planning services into a growth engine.
- Unlock cross-sell opportunities tied to legacy planning.
- Turn estate and cryptocurrency planning into a sustainable growth lever.
Member Reviews
We’ve helped over 1M people secure their legacies!
Affiliate Program
Have a Smaller Audience? Start Here.
If you're a real estate agent, insurance agent, or community leader looking to recommend estate and cryptocurrency planning to your clients, our Affiliate Program was built for you.
Partner With Us
Bring Estate & Cryptocurrency Planning to the People Who Count on You
We make it easy to offer an affordable way for families to protect their legacy.
