Trust & Will

aid: trust-will
name: Trust & Will
description: Trust & Will is a San Diego-based digital estate planning and probate company that lets individuals and families
  create legally valid wills, revocable living trusts, guardianship documents and probate filings online, with attorney-drafted
  state-specific documents and notarization support. Alongside its direct-to-consumer product it runs an enterprise and professional
  channel — EstateOS, plus programs for financial advisors, estate attorneys, nonprofits, banks and credit unions — that embeds
  estate planning into partner client experiences. The company reports more than one million members and 200+ enterprise partners
  including AARP, Fifth Third Bank, LPL Financial, UBS and USAA. Its EstateOS launch announcement states that an open API,
  MCP server and SDKs for enterprise integration are planned, but as of this profile no public developer portal, API reference
  or machine-readable specification is published — partner integration runs through a sales and partnership conversation.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source:
  - security
  generated: '2026-09-02'
  method: derived
image: https://trustandwill.com/images/trust-and-will-logo.png
url: https://raw.githubusercontent.com/api-evangelist/trust-will/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
x-tier: stub
x-tier-reason: harvest
specificationVersion: '0.23'
created: '2026-08-05'
modified: '2026-08-05'
tags:
- Company
- Estate Planning
- Wills And Trusts
- Probate
- Legal
- Financial-Services
- Wealth Management
- Fintech
tags_raw:
- Company
- Estate Planning
- Wills And Trusts
- Probate
- Legal
- Financial Services
- Wealth Management
- Fintech
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: TrustCenter
  url: security/trust-will-trust-center.yml
- type: VulnerabilityDisclosure
  url: security/trust-will-vulnerability-disclosure.yml
- type: DomainSecurity
  url: security/trust-will-domain-security.yml
- type: Website
  url: https://trustandwill.com/
- type: SecondaryMarket
  url: https://forgeglobal.com/trust-will_stock/
- type: Support
  url: https://help.trustandwill.com/hc/en-us/
- type: Blog
  url: https://trustandwill.com/learn/
- type: Pricing
  url: https://trustandwill.com/compare
- type: SignUp
  url: https://trustandwill.com/get-started
- type: Login
  url: https://app.trustandwill.com/login
- type: TermsOfService
  url: https://trustandwill.com/security/terms
- type: PrivacyPolicy
  url: https://trustandwill.com/security/privacy-policy
- type: Security
  url: https://trustandwill.com/security
- type: Compliance
  url: https://trustandwill.com/security
- type: Conformance
  url: conformance/trust-will-conformance.yml
- type: LLMsTxt
  url: llms/trust-will-llms.txt
x-enrichment:
  date: '2026-08-05'
  status: minimal
  artifacts_added: 6
  pass: local-v1
x-coverage:
  state: gated
  reason: sales-gate
  detail: Trust & Will's own EstateOS launch announcement promises an "open API, MCP, and SDKs for enterprise integration"
    and api.trustandwill.com is a live first-party API host, but every documentation and discovery path on it 404s and the
    only route to it is the partnerships contact-sales form — there is no public developer portal, reference, or specification
    anywhere on the domain.
  evidence:
  - url: https://trustandwill.com/learn/estateos-launch-announcement
    status: 200
  - url: https://api.trustandwill.com/openapi.json
    status: 404
  - url: https://api.trustandwill.com/.well-known/oauth-authorization-server
    status: 404
  - url: https://trustandwill.com/llms.txt
    status: 404
  checked: '2026-08-05'