Trust and Will

About the offering

Most people know they need to create an estate plan but haven't done it because the process is expensive, confusing and time consuming. Attorneys charge an average of $400 to set up a simple individual will. Trusts cost upwards of $2,000 for initial setup. A time consuming process that requires multiple appointments with an attorney. Simple updates are charged a high hourly fee. Current online solutions are not focused on long-term estate planning. It's TurboTax for estate plans. It's convenient - With Trust & Will, you can complete your Estate Plan in about 15 minutes, on any device, from the comfort of your home. Our simple, step-by-step process walks you through everything you need to do. Once everything is completed, you receive your printed documents in the mail. All you need to do is sign. It's designed by experts - We provide exceptional customer service and transparency in an industry that's often opaque. Our entire process was designed and vetted by estate planning attorneys with decades of experience. Our products are custom tailored to our users based on their unique life situation, and we cover a wide range of most common scenarios for any adult at any life stage. It's safe & secure - Documents are securely stored with bank-level encryption. Users can safely access and update their documents from any device. How it works - We’re acquiring a new generation of users as they embark on their path to wealth, whether through their own careers, or inheritance. What we've learned about the growing market: Having children is the #1 reason for setting up a will or nominating guardians. Buying a home or receiving an inheritance is the main reason to set up a trust Laws are changing state by state to allow for completely digital Estate Plans. 1 in 6 millennials have $100,000+ in savings. In the coming decades, millennial wealth – driven by inheritance, entrepreneurial activities, and income growth – is projected to stand at $30+ trillion. We've developed successful, repeatable methods for acquiring new users. Heading into 2019 we have exciting partnerships and new engagement strategies we're eager to release. Here are a few of our current partners that have helped propel our growth: Trust & Will partners. What our customers are saying. We're proud of our near-perfect rating on Trustpilot. Here's a few highlights, but feel free to browse the full list of reviews here. Our stellar customer support sets us apart. At any point, our members can chat directly with a real live human that is extremely knowledgeable about estate planning and how our product works. We do not provide legal advice but we do help members with understanding their options and making the process as easy as possible. Business model - We've created three unique products to accommodate people at any life stage. Each plan is based on customizable common conditions created and verified by a team of attorneys with decades of estate planning experience. Each product includes a combination of a flat fee, subscription, and partner revenues. Additional revenue channels - Estate planning touches insurance, wealth management, real estate, and banking. We have numerous opportunities and channels to integrate and cross-promote complimentary products. Our customers have the ability to opt-in to learn about many different partner opportunities in an authentic and unobtrusive way. Early tests with life insurance providers have been overwhelmingly positive. Trust & Will generates revenue from multiple channels with continued positive projections over the next several years: Direct, Customers who come to trustandwill.com and pay us directly, Channel partners, We offer our products at a bulk rate to select partners, who then offer or resell our products to their customers, Commission, Our customers can opt-in to offers for complementary products & services such as life insurance and credit cards, Awards & recognition About the founders - We are truly grateful that you have taken the time to check out our campaign. We started Trust & Will to help the everyday American take the next steps in protecting their legacy. All three of us have had family members deal with the dark side of estate planning - probate - and the challenges that come along with it. On a personal level, as we navigate our own life journey of marriage, having kids, and buying our first homes as well, we wanted a platform that we would be proud to use ourselves. Most people don’t know this, but we entered San Diego’s biggest pitch competition with an idea (not a company yet), pitched a room full of 500+ people at Qualcomm headquarters, and ended up winning 3rd place, along with a cash prize. We used that money to start the company and begin building our beta release for Trust & Will. Fast forward a year later, and we have achieved so much. We are humbled by the amazing team, customers, and partners we have surrounding us. We can’t wait to bring more new partners (investors) into the Trust & Will family and continue down the path of building the category-leading estate planning company. Cheers to many more good years ahead of us.

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