Custom Estate Plans
Some situations require a specialist to protect what matters most.
When your situation is complex—a blended family, a child with special needs, estates that require medicare planning—we’ll match you with a vetted attorney who handles exactly that.
Trust & Will matches you with an attorney for free. Attorney fees are set by your attorney.
Done-for-you estate planning.
- One size doesn’t always fit all—we’ll match you with a specialist who will create a custom plan for you.
- Skip the hassle of finding the right attorney who is qualified to handle your unique needs.
We're with you every step of the way.
- As a Trust & Will customer, we will continue guiding and supporting you, every step of the way.
- Your documents will live in your Trust & Will account so that you can continue enjoying our platform benefits.
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How It Works
Who It's For
Does any of this sound familiar?
Custom Plan is built for situations that call for dedicated legal expertise. If any of these apply to you, this could be the right fit.
Types of Custom Plans
Attorney-drafted plans for every complex situation.
Why Trust & Will?
A different experience than finding an attorney on your own.
We don’t just give you a list. We do the work of finding the right fit, and we stay with you throughout your journey.
Your expert, hand-selected.
We match you with a specialist based on your specific needs—not just a directory of names to sort through yourself.
Vetted and trusted.
Every attorney in our network is licensed, reviewed and specializes in estate planning. No guesswork required.
Your plan stays in one place.
After your attorney creates your documents, they’re available in your Trust & Will account for easy access and safekeeping.
