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Trust & Will
Trust & Will is an online estate planning service from Huge Legal Technology Company, a public benefit corporation based in San Diego. Consumers build wills and trust plans for their state through a guided online interview, with an optional flat fee Attorney Support service or an Attorney Led Plan from its network of licensed estate attorneys. An annual subscription adds AI answers, a digital vault and plan updates, and a probate service is also offered.
Its EstateOS platform extends to attorneys, with AI document extraction, estate plan summaries and an AI assistant for managing client plans and referrals, and to financial advisors and nonprofits. Trust & Will is not a law firm and does not give legal advice. Will plans start at $199 and trust plans at $499.
Trust & Will, head to head
Side by side on the same 15 capability axes and 12 legal signals: where the two part company, and what neither one publishes.
Alternatives to Trust & Will
Other products that do the same kind of work as Trust & Will, and what each one does.
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- RRocket LawyerRocket Lawyer is an online legal platform for individuals and small businesses.
Capability grades
All 15 axes, graded from public sources on the date shown. Hover a grade to see what the letter means on that axis.
AI Centrality
How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.
Consumers build wills and trusts through a guided interview that does not depend on models. AI appears in the annual subscription's answers and plan recommendations, and in the attorney and adviser portals as document extraction, estate plan summaries and an AI assistant.
Citation Accuracy and Hallucination Disclosure
Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.
The home, Attorneys, Advisors and Compare pages publish nothing on the accuracy of AI answers, extractions or summaries, and the terms warn that AI output may not be accurate.
Autonomy and Oversight Model
What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.
Estate plan summaries generated by AI can be edited before sharing, and the terms place responsibility for input and reliance on the user. No step requires a person to check an AI answer given to a consumer, and no limit is set on what the AI assistant may do.
Operational and Outcome Evidence
Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.
The site cites reviews from members identified by first name, adviser results such as assets under management identified and revenue generated, and more than 20,000 advisers using the platform. No named law firm or attorney customer with measured results is published.
Privilege and Confidentiality Posture
How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.
External models are barred from training on estate plan and account content, while AI output may be used to improve the services, and nothing covers the company's own models. The security page describes encryption and independent examinations. Privilege and confidentiality for attorneys' client files uploaded to the platform are not addressed.
UPL and Professional Responsibility Posture
Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.
Every page carries a notice that Trust & Will is an online service providing legal forms and information, is not a law firm, does not give legal advice and is no substitute for an attorney. The Terms of Service say the same and limit use to adults. Consumers can add Attorney Support at a flat fee, with a licensed attorney in their state and the states where it is unavailable named, or choose an Attorney Led Plan. Documents are described as specific to each state and built by estate planning attorneys.
AI Governance and Bias Disclosure
Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.
The main site pages, the Terms of Service and the Privacy Policy publish no AI governance framework, accountable owner, testing before release, or finding on how AI answers or summaries perform.
AI Safety and Data Stewardship
Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.
The security page describes AES-256 encryption at rest, TLS 1.2 in transit, AWS hosting and automatic session logouts, and says customers own their data. The Privacy Policy has a section headed Retention of your data. No subprocessor list or incident notification commitment is published.
AI Liability and Recourse
What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.
The Terms of Service exclude liability for any direct, indirect or other damages arising from use of the services, subject AI output to the general disclaimers, and require disputes to go to mandatory arbitration with a class action waiver. No warranty or remedy covers a document or AI answer that proves wrong.
Practice Systems Integration Depth
How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.
The attorney platform supports bulk document uploads and referral tracking, and advisers can upload client documents for AI summaries. The attorney and adviser pages name no connection to an attorney's practice management, document management or drafting system.
Deployment Model and Data Residency
Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.
Amazon Web Services hosts the platform, and the security page describes AWS components with encryption at rest and in transit. No hosting region, tenancy model or processing location for AI features is given.
Security Certifications and Trust Center
Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.
The security page says Trust & Will has undergone SOC 2 Type II and HIPAA examinations resulting in an independent CPA's report. No auditor, period, trust center or way to obtain the report is published.
Model Supply Chain Disclosure
Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.
Per the Terms of Service, the AI features may use external models or AI software tools. No model, provider, inference location or change notification is named.
Commercial Transparency
Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.
The Compare page lists the consumer plans, the Attorney Support fee and the annual subscription, and the Advisors page lists flat annual adviser plans. The Attorney Led Plan carries no listed price, and the attorney platform has no published price.
Firm and Practice Coverage
Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.
The site addresses consumers planning wills, trusts, guardianship and probate, estate planning attorneys, financial advisers and nonprofits, and Attorney Support is not available in some named states. Which document types or family situations the online plans do not handle is not stated.
3 public documents
The public pages on file for Trust & Will, with the recorded signals each one supports and the date it was last read. Open any of them and check the reading against the record.
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trustandwill.com/compare1 signal
Billing and Fee Posture
Read Sep 22, 2026
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trustandwill.com/security/terms1 signal
Client Data in Training
Read Sep 22, 2026
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Fabricated Citation Record
Read Nov 9, 2026
$199 (Will Plan, starting price)
- A will plan starts at $199 and a trust plan at $499.
- You can add a live estate planning attorney for a flat $299.
- The yearly subscription with AI answers and a digital vault costs $49.
- A plan built for you by a matched attorney is priced individually.
Consumer prices are published: the Will Plan from $199 and the Trust Plan from $499. Attorney Support costs a flat $299, with a licensed attorney in the consumer's state, and is unavailable in some states. The annual subscription costs $49 a year and includes AI answers, a digital vault and one free document shipment a year. The Attorney Led Plan is priced individually. Adviser plans are published on the Advisors page as flat annual fees, for example up to 25 plans for one annual fee, with a premium tier priced per seat.
Implementation: None published for consumers.
Confidentiality and data terms: The security page says Trust & Will has undergone a HIPAA examination and refers to no Business Associate Agreement.
Note: Prices shown are starting prices for individuals and do not include couples' pricing or state variations. The attorney platform has no published price. The Terms of Service include mandatory arbitration.
Legal Signals
What each signal meansA signal records what public sources say on the date shown. It is not a grade and it is not a recommendation. Where a signal reads Not addressed, it means the index did not locate the material in public sources on that date, which is a statement about disclosure rather than about the product.
Client Data in Training
Can material a lawyer puts into this product be used to train a model?
A published agreement or policy exists and none of it addresses the question either way, or the document that would answer it could not be read and the summary names the retrieval limit. The summary states which shape the silence takes: an improvement right granted that never names training, or no improvement right granted at all.
The Terms of Service bar training external AI models on estate plan or account content, and reserve the use of content generated through AI features to provide, maintain, develop and improve the services. The terms do not address training Trust & Will's own models, and the improvement right does not name training.
Prompt and Output Retention
How long does the product keep what a lawyer typed, and can that be set to zero?
No located public material states how long prompts and outputs are retained.
The Privacy Policy has a section headed Retention of your data. The security page and the Terms of Service state no retention period for documents, AI inputs or outputs.
Ethical Walls and Matter Segregation
Does retrieval respect the firm’s ethical walls, or can the model read across them?
No located public material addresses walls or matter level segregation.
The Attorneys, Advisors and Security pages describe no separation of client files between matters or users within an attorney's or adviser's account.
Third Party Request and Subpoena Notice
If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?
No located term or policy addresses third party requests for customer data.
Neither the Terms of Service nor the Privacy Policy outside its retention section addresses court or government requests for customer data.
Primary Law Corpus Provenance
Where does the law in this product come from, and does the vendor have the right to use it?
No located public material identifies the corpus behind the product’s answers.
The home, Compare and Attorney Support pages say attorneys built the documents and identify no source for the law or forms behind them, or for the material behind AI answers.
Good Law Verification
Does the product tell you when the authority it just cited has been overruled?
No located public material addresses whether authority is checked for subsequent history.
The product does not cite legal authority, and nothing addresses checking authority for later treatment.
Refusal and Uncertainty Behavior
What does the product do when the answer is not in the corpus?
No located public material addresses what the product does when it cannot ground an answer.
The main site pages and terms do not describe what the AI answers or assistant do when a question needs an attorney or cannot be answered. Attorney Support is sold separately.
Fabricated Citation Record
Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?
No court order, opinion or disciplinary record addressing fabricated or hallucinated legal citations produced by this product has been located as of the date shown. This is a statement about the public record on that one subject, not a finding about the product, and this signal is not a litigation history.
The AI Hallucination Cases database kept by Damien Charlotin holds no entry naming Trust & Will.
Bar Guidance Alignment
Has the vendor engaged in public with the ethics opinions its buyers are bound by?
No located public material engages with bar or ethics guidance.
The Attorneys, Attorney Support and Security pages and the terms address no professional obligation for attorneys using the platform's AI and name no ethics opinion.
Billing and Fee Posture
Does the vendor address what happens to the bill when the work takes an hour instead of six?
The product does not touch a fee between a lawyer and a client. It operates before an engagement exists, or it is bought by a team that bills no client for the work. Savings claims aimed at the buyer’s own cost are recorded in the summary and do not make the row a savings claim, because no client bill is in the loop.
Consumers buy their own will or trust plan directly at published prices, outside any fee relationship with a lawyer; optional Attorney Support is a flat fee paid to Trust & Will. The attorney platform's effect on attorneys' fees is not addressed.
Outside Counsel Guideline Readiness
Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?
No located public material supports a client side disclosure obligation.
The Security page, the Terms of Service and the Privacy Policy give no subprocessor or model provider list and no disclosure material for clients.
Court Disclosure Support
If a judge’s standing order requires an AI disclosure, can the product produce one?
No located public material addresses court disclosure or verification certification.
The products produce estate planning documents rather than court filings, and the estate planning pages do not address recording or disclosing AI use. Trust & Will also sells a separate probate service.