Trust & Will: Plan Your Legacy
by Trust & Will
Google Play
FINANCE
Free
0.0
Rating
0
Reviews
100+
Downloads
47
Views
Description
Stay connected to your estate plan—anytime, anywhere.
Trust & Will is the modern way to organize, view, and manage your estate plan on the go. With the Trust & Will app, you can securely access your documents, track plan progress, and keep everything organized—right from your phone. Whether you're reviewing your will, uploading key documents, or preparing for a major life change, our app puts your legacy in your pocket.
Over 1 million families trust us to help protect what matters most. Trust & Will makes estate planning simple, secure, and modern.
What you can do with the app:
• Securely view your will, trust, and other key documents
• Track your plan’s completion and Plan Strength™ with smart progress tracking
• Upload and organize asset info, property records, and personal files—including valuables like jewelry and family heirlooms
• Get reminders and insights to keep your plan up-to-date and estate-ready
Why families trust us:
• 1M+ families served
• State-specific guidance
• Bank-level encryption
• Built with legal experts / Attorney-designed tools
• Friendly, responsive support
• Recognized by trusted media
Who the app is for:
• Homeowners organizing their estate
• Adults supporting aging parents
• Anyone who wants to protect their legacy
Popular search terms: will app, trust app, estate planning, guardianship, inheritance, digital will, probate, legacy planning, secure vault, plan tracking
Peace of mind starts here: Estate planning doesn’t end with paperwork. With the Trust & Will app, you can stay informed, prepared, and in control—anytime, anywhere.
Download the app and manage your legacy with confidence.
Trust & Will is the modern way to organize, view, and manage your estate plan on the go. With the Trust & Will app, you can securely access your documents, track plan progress, and keep everything organized—right from your phone. Whether you're reviewing your will, uploading key documents, or preparing for a major life change, our app puts your legacy in your pocket.
Over 1 million families trust us to help protect what matters most. Trust & Will makes estate planning simple, secure, and modern.
What you can do with the app:
• Securely view your will, trust, and other key documents
• Track your plan’s completion and Plan Strength™ with smart progress tracking
• Upload and organize asset info, property records, and personal files—including valuables like jewelry and family heirlooms
• Get reminders and insights to keep your plan up-to-date and estate-ready
Why families trust us:
• 1M+ families served
• State-specific guidance
• Bank-level encryption
• Built with legal experts / Attorney-designed tools
• Friendly, responsive support
• Recognized by trusted media
Who the app is for:
• Homeowners organizing their estate
• Adults supporting aging parents
• Anyone who wants to protect their legacy
Popular search terms: will app, trust app, estate planning, guardianship, inheritance, digital will, probate, legacy planning, secure vault, plan tracking
Peace of mind starts here: Estate planning doesn’t end with paperwork. With the Trust & Will app, you can stay informed, prepared, and in control—anytime, anywhere.
Download the app and manage your legacy with confidence.
Expert Review & Analysis
## Trust & Will: Plan Your Legacy App Review
This review assesses the Trust & Will mobile application, focusing on its functionality, features, target audience, and overall effectiveness. The app aims to simplify estate planning and provide a centralized platform for managing crucial legacy documents and information.
1. What the App Does:
The Trust & Will app serves as a digital repository and management tool for estate planning documents and related information. Its primary purpose is to allow users to securely access, organize, and update their wills, trusts, and other essential documents related to their estate. The app also offers features to track the progress of estate planning, providing reminders and insights to ensure the plan remains current and comprehensive. Essentially, it aims to digitize and streamline the often-complex process of estate planning.
2. Key Features:
The app boasts several features designed to enhance user experience and security:
* Secure Document Storage: The app allows users to securely store their wills, trusts, and other legal documents, utilizing bank-level encryption for data protection. This is a crucial feature for ensuring the confidentiality and safety of sensitive information.
* Progress Tracking: The "Plan Strength™" feature tracks the completion of various aspects of the estate plan, providing users with a clear overview of their progress and highlighting areas needing attention. This proactive approach helps users stay organized and on track.
* Centralized Asset Management: Users can upload and organize information about their assets, including property records, financial documents, and even details about personal valuables. This centralized approach simplifies asset tracking and makes it easier to manage inheritance distribution.
* Reminders and Insights: The app provides reminders and insights to help users keep their estate plan up-to-date, considering life events like marriage, divorce, or the birth of a child. This feature proactively addresses potential changes that may require adjustments to the estate plan.
* State-Specific Guidance: The app claims to offer state-specific guidance, ensuring compliance with relevant legal requirements. This is a vital aspect of estate planning, as laws vary significantly by location.
3. Use Cases:
The Trust & Will app is particularly useful for:
* Individuals preparing their estate plan: The app simplifies the process of creating and managing a will or trust, providing a secure and organized system for storing related documents.
* Homeowners: The app facilitates the management of property records and other important documents related to their home.
* Adults supporting aging parents: The app can assist in organizing and managing the estate planning documents of elderly parents, providing a convenient way to access and update crucial information.
* Individuals seeking a digital solution for legacy planning: The app provides a modern and convenient alternative to traditional paper-based methods of estate planning.
4. Target Audience:
The app is primarily aimed at individuals and families who want a simple, secure, and accessible way to manage their estate planning. This includes homeowners, individuals supporting aging parents, and anyone concerned with protecting their legacy. While it caters to a broad demographic, it's likely most beneficial to those with some level of digital literacy.
5. Overall Assessment:
While the app offers a convenient platform for organizing and accessing estate planning documents, a crucial missing piece of information is the current rating of 0/5 stars. This severely impacts the overall assessment. Without user reviews and ratings, it's difficult to definitively assess the app's usability, reliability, and customer support. The features described are promising, particularly the emphasis on security and state-specific guidance. However, the lack of user feedback raises concerns about potential issues with the app's functionality, user interface, or customer service. Further investigation into user reviews from other app stores is necessary before a complete and confident recommendation can be made. The potential benefits are significant, but the absence of user validation leaves a considerable gap in the overall assessment.
This review assesses the Trust & Will mobile application, focusing on its functionality, features, target audience, and overall effectiveness. The app aims to simplify estate planning and provide a centralized platform for managing crucial legacy documents and information.
1. What the App Does:
The Trust & Will app serves as a digital repository and management tool for estate planning documents and related information. Its primary purpose is to allow users to securely access, organize, and update their wills, trusts, and other essential documents related to their estate. The app also offers features to track the progress of estate planning, providing reminders and insights to ensure the plan remains current and comprehensive. Essentially, it aims to digitize and streamline the often-complex process of estate planning.
2. Key Features:
The app boasts several features designed to enhance user experience and security:
* Secure Document Storage: The app allows users to securely store their wills, trusts, and other legal documents, utilizing bank-level encryption for data protection. This is a crucial feature for ensuring the confidentiality and safety of sensitive information.
* Progress Tracking: The "Plan Strength™" feature tracks the completion of various aspects of the estate plan, providing users with a clear overview of their progress and highlighting areas needing attention. This proactive approach helps users stay organized and on track.
* Centralized Asset Management: Users can upload and organize information about their assets, including property records, financial documents, and even details about personal valuables. This centralized approach simplifies asset tracking and makes it easier to manage inheritance distribution.
* Reminders and Insights: The app provides reminders and insights to help users keep their estate plan up-to-date, considering life events like marriage, divorce, or the birth of a child. This feature proactively addresses potential changes that may require adjustments to the estate plan.
* State-Specific Guidance: The app claims to offer state-specific guidance, ensuring compliance with relevant legal requirements. This is a vital aspect of estate planning, as laws vary significantly by location.
3. Use Cases:
The Trust & Will app is particularly useful for:
* Individuals preparing their estate plan: The app simplifies the process of creating and managing a will or trust, providing a secure and organized system for storing related documents.
* Homeowners: The app facilitates the management of property records and other important documents related to their home.
* Adults supporting aging parents: The app can assist in organizing and managing the estate planning documents of elderly parents, providing a convenient way to access and update crucial information.
* Individuals seeking a digital solution for legacy planning: The app provides a modern and convenient alternative to traditional paper-based methods of estate planning.
4. Target Audience:
The app is primarily aimed at individuals and families who want a simple, secure, and accessible way to manage their estate planning. This includes homeowners, individuals supporting aging parents, and anyone concerned with protecting their legacy. While it caters to a broad demographic, it's likely most beneficial to those with some level of digital literacy.
5. Overall Assessment:
While the app offers a convenient platform for organizing and accessing estate planning documents, a crucial missing piece of information is the current rating of 0/5 stars. This severely impacts the overall assessment. Without user reviews and ratings, it's difficult to definitively assess the app's usability, reliability, and customer support. The features described are promising, particularly the emphasis on security and state-specific guidance. However, the lack of user feedback raises concerns about potential issues with the app's functionality, user interface, or customer service. Further investigation into user reviews from other app stores is necessary before a complete and confident recommendation can be made. The potential benefits are significant, but the absence of user validation leaves a considerable gap in the overall assessment.
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