Trust & Will Unveils EstateOS™, the First Intelligent Platform for Modern Legacy Planning -- and Announces Inaugural Generations Conference

SAN DIEGO, June 24, 2025 /PRNewswire/ -- Trust & Will, the leading digital estate planning platform, today announced the launch of EstateOS™, the nation's first intelligent platform engineered to modernize how legacies are planned, managed, and preserved. Powered by the industry's most comprehensive first-party estate planning data, EstateOS transforms static documents into dynamic, connected, and continuously guided legacy plans that evolve with life. Designed for families, financial advisors, attorneys, nonprofits, and institutions, the platform delivers personalized insights and seamless coordination to ensure every plan stays aligned with life's changes.

"EstateOS is more than a product, it's an intelligent system that is redefining how the estate planning industry is served," said Cody Barbo, Co-Founder & CEO of Trust & Will. "It currently supports over one million users, 20,000+ financial advisors, and 200+ institutional partners, tracking $200B+ in self-reported estate assets and 20,000+ planned charitable bequests. It's built to help families keep their plans current through every life stage and deliver value to all stakeholders involved in the legacy journey."

For too long, estate planning has relied on static paperwork, infrequent updates, and disconnected professionals. The traditional process ends with a signature; often leaving families vulnerable to outdated plans, fragmented advice, and preventable risk.

EstateOS is the next chapter: an intelligent, AI-powered platform that transforms estate planning into a dynamic, connected system for modern legacy management.

Flagship features of EstateOS include:

• Plan Score™ – A dynamic rating system that surfaces personalized opportunities to help individuals understand, strengthen, and optimize their estate plans.
• Connected Networks – Connects key stakeholders, including beneficiaries, executors, advisors, and attorneys, while facilitating essential services like deed transfers and notaries.
• Intelligent Assistants – Embedded AI tools offering personalized, actionable guidance for families and professionals alike.
• Document Extraction & Summarization – Transforms uploaded documents into structured insights to accelerate plan creation and professional workflows.

And coming later this year: a steady release of groundbreaking features including the Life Event Engine, the ndustry's first alert system that proactively notifies users of critical updates needed after life changes like marriage, relocation, birth, or death, bulk document ingestion for professionals, tax strategy simulations, tax and distribution insights, multi-beneficiary scenarios, and open API, MCP, and SDKs for enterprise integration.

Introducing Generations: The Future of Planning, Together

To celebrate and accelerate this next chapter in estate planning, Trust & Will is also announcing the launch of its inaugural event: Generations. Debuting in October 2025, Generations will convene financial advisors, attorneys, nonprofit leaders, innovators, and policymakers for a landmark summit on the future of wealth, family, and legacy planning.

Held on the heels of EstateOS's debut, the conference will showcase the platform's continuous feature rollouts and provide exclusive access to the tools, insights, and partnerships driving the industry's transformation. Generations is more than a gathering; it's a rallying point for innovators, advisors, attorneys, nonprofits, and industry leaders redefining how families plan, protect, and pass on what matters most.

A Platform Designed for Every Stakeholder

EstateOS is the infrastructure driving Trust & Will's transformation into a lifelong partner in multi-generational wealth planning.

For Families
EstateOS turns static paperwork into a dynamic, digital legacy plan. Families get one secure place to manage their wishes, track updates in real time, and stay organized through life's milestones. It helps prevent disputes and ensures peace, clarity, and continuity across generations.

For Financial Advisors & Wealth Managers
EstateOS equips financial advisors and wealth managers with real-time visibility into client estate plans and AI-powered tools to streamline planning workflows at scale. It helps deepen relationships, strengthen retention, and turn estate planning into a strategic growth driver. With upcoming features like life event intelligence and expanded automation, advisors can stay proactive, connected, and indispensable across generations.

For Attorneys
EstateOS modernizes estate law practices with intelligent tools like AI-generated summaries, bulk document ingestion, and real-time collaboration with clients and partners. Attorneys can streamline operations, enhance referrals, and stay aligned with clients throughout life's changes. With life event intelligence and additional professional features on the horizon, EstateOS helps legal teams focus more on advising and legacy preservation, and less on administrative lift.

For Nonprofits
EstateOS brings clarity and insight to planned giving. Nonprofits gain visibility into donor intent, legacy commitments, and stewardship opportunities; surfacing bequests that might otherwise remain hidden. As AI tooling and life event alerts (including posthumous donor triggers) come online, organizations will be empowered to proactively engage supporters, secure legacy gifts, and maximize impact.

For Partners & Institutions
EstateOS enables banks, financial institutions, and wealth firms to integrate estate planning into client experiences. With open APIs, branded tools, and enterprise infrastructure, partners can scale services, deepen engagement, and build generational loyalty.

As trillions in wealth change hands, EstateOS puts Trust & Will and its partners at the center of modern legacy planning.

Availability
EstateOS is live for families, advisors, attorneys, nonprofits, and enterprise partners. To learn more, visit trustandwill.com.

To stay informed about the upcoming Generations conference, visit trustandwill.com/generations-conference.

About Trust & Will
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans easily create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on easy access and a guided experience, we're transforming how families plan for the future and protect their legacies.

Our platform supports 20,000+ registered financial advisors, along with 200+ enterprise partners and financial institutions, including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. We empower professionals to integrate estate planning into their client services, enabling multi-generational wealth planning. With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a relationship-deepening driver of financial wellness.

Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at trustandwill.com.

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