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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 state-specific wills and trust-based estate plans through a guided online interview, with an optional flat-fee Attorney Support add-on or an attorney-led plan through its network of licensed estate attorneys, and a membership that adds AI-powered answers, a digital vault and plan updates; 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.
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.
AI is a feature around a document-assembly business. Consumers build wills and trusts through a guided interview, which would sell without models; AI appears in the membership's AI-powered answers and plan recommendations, and in the attorney and adviser portals as document extraction, estate plan summaries and an AI assistant. Verified 22 September 2026.
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.
Checked the home, Attorneys, Advisors and Compare pages and the Terms of Service on 22 September 2026. Nothing is published on the accuracy of AI answers, extractions or summaries, and the terms warn that AI output may not be accurate. Verified 22 September 2026.
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.
Review is possible but not described as a control. AI-generated estate plan summaries can be edited before sharing, and the terms place responsibility for input and reliance on the user and subject AI output to general disclaimers. Nothing describes when a person must check an AI answer given to a consumer, or any limit on what the AI assistant may do. Verified 22 September 2026.
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.
Scale and adviser results without attributed legal outcomes. 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 was located. Verified 22 September 2026.
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.
General security assurances with a narrow training term. The Terms of Service say estate plan and account content is not used to train external AI models, but reserve use of content generated through AI features to develop and improve the services, and say nothing about Trust & Will's own models; the security page describes encryption and SOC 2 and HIPAA examinations. Privilege and confidentiality for attorneys' client files uploaded to the platform are not addressed. Verified 22 September 2026.
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.
The advice line is plain, visible and backed by a route to counsel. 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, and the Terms of Service say the same and limit use to adults. Consumers are offered a flat-fee Attorney Support add-on with a licensed attorney in their state, with the states where it is unavailable named, or an attorney-led plan, and documents are described as state-specific and built by estate planning attorneys. Verified 22 September 2026.
AI Governance and Bias Disclosure
Published governance over model behaviour: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.
Checked the home, Attorneys, Advisors, Security and About pages, the Terms of Service and the Privacy Policy on 22 September 2026. No AI governance framework, accountable owner, testing before release, or finding on how AI answers or summaries perform was located. Verified 22 September 2026.
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.
A specific security page, short of retention, subprocessors and incidents. The security page describes AES-256 encryption at rest, TLS 1.2 in transit, AWS hosting, automatic session logouts and independent SOC 2 Type II and HIPAA examinations, and says customers own their data. The Privacy Policy lists a data retention section whose text did not render on retrieval, and no subprocessor list or incident notification commitment was located. Verified 22 September 2026.
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.
Exposure is disclaimed in full. 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. Nothing stands behind a document or AI answer that proves wrong. Verified 22 September 2026.
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.
Integration is thin on the legal side. The attorney platform supports bulk document uploads and referral tracking, and advisers can upload client documents for AI summaries, but no connection to an attorney's practice management, document management or drafting system was located on the pages read. Verified 22 September 2026.
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.
The hosting provider is named; region and tenancy are not. The security page says Trust & Will runs on Amazon Web Services components with encryption at rest and in transit. No hosting region, tenancy model or processing location for AI features is stated. Verified 22 September 2026.
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.
Named examinations without a report route. 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 centre or way to obtain the report is published. Verified 22 September 2026.
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.
Outside models are acknowledged without being named. The Terms of Service say the AI features may use external models or AI-enabled software tools and that estate plan and account content is not used to train external models, but no model, provider, inference location or change notification is named. Verified 22 September 2026.
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.
Consumer and adviser prices are published; the attorney products are not. The Compare page lists the Will Plan at $199 and the Trust Plan at $499, Attorney Support at $299 and the membership at $49 a year, and the Advisors page lists flat annual adviser plans. The Attorney Led Plan is custom-priced, and no price for the attorney platform was located. Verified 22 September 2026.
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.
Buyers and products are named, with one stated limit. The site addresses consumers planning wills, trusts, guardianship and probate, estate planning attorneys, financial advisers and nonprofits, and says its documents are state-specific; Attorney Support is not available in some named states. Which document types or family situations the online plans do not handle is not stated. Verified 22 September 2026.
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 Sep 22, 2026
$199 (Will Plan, starting price)USD, as published, never converted
- 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 membership with AI-powered answers and a digital vault is $49 a year.
- A plan built for you by a matched attorney is priced individually.
Published consumer pricing: **Will Plan** from $199; **Trust Plan** from $499; **Attorney Support** add-on $299 flat fee (licensed attorney in the consumer's state; unavailable in some states); **Membership** $49 a year (AI-powered answers, digital vault, one free document shipment a year); **Attorney Led Plan** custom pricing. Adviser plans are published on the Advisors page as flat annual fees (for example up to 25 plans for a flat annual fee, and a per-seat premium tier).
Implementation: None published for consumers.
Confidentiality and data terms: The security page says Trust & Will has undergone a HIPAA examination; no Business Associate Agreement is offered or referred to on the pages read.
Note: Prices shown are starting prices for individuals; couples' pricing and state variations were not read. Attorney Support is an optional add-on, not available in some states. The Attorney Led Plan is custom-priced through a matched network attorney. Adviser plans are flat annual fees; no price for the attorney platform was located. 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. Nothing addresses training Trust & Will's own models; the improvement right never names 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.
Checked the Privacy Policy, Terms of Service and Security page on 22 September 2026. The Privacy Policy lists a 'Retention of your data' section in its contents, but the section's text did not render on retrieval, and no retention period for documents, AI inputs or outputs was located elsewhere.
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.
Checked the Attorneys, Advisors and Security pages on 22 September 2026. Nothing describes separating 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.
Checked the Terms of Service and the readable parts of the Privacy Policy on 22 September 2026. No term or policy addressing court or government requests for customer data was located.
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.
Checked the home, Compare and Attorney Support pages on 22 September 2026. Documents are described as state-specific and built by estate planning attorneys, but no source of the law or forms behind them, or of the material behind AI answers, is identified.
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.
Checked the home and Attorneys pages and the Terms of Service on 22 September 2026. The product does not cite legal authority, and nothing addresses checking authority for later treatment.
Refusal and Uncertainty Behaviour
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.
Checked the home, Compare, Attorneys and Advisors pages and the Terms of Service on 22 September 2026. Nothing describes what the AI answers or assistant do when a question needs an attorney or cannot be answered; the Attorney Support add-on is offered 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.
Searched the AI Hallucination Cases database maintained by Damien Charlotin on 22 September 2026 for Trust & Will, and no recorded case was returned. No court order, opinion or disciplinary record naming the product was located. This is a statement about the public record rather than a finding about the product.
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.
Checked the Attorneys, Attorney Support and Security pages and the Terms of Service on 22 September 2026. No material for attorneys engages with professional obligations when using the platform's AI or names any 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 lawyer-client fee; the optional Attorney Support add-on 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.
Checked the Security page, the Terms of Service and the Privacy Policy on 22 September 2026. No subprocessor or model provider list and no client-facing disclosure material was located.
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.
Checked the home, Attorneys and Compare pages on 22 September 2026. The products produce estate planning documents rather than court filings, and nothing addresses recording or disclosing AI use; a separate probate service was not read.