Trust & Will, a leader in digital estate planning, has unveiled EstateOS™, an intelligent platform designed to modernize how individuals and professionals approach legacy planning. Simultaneously, the company announced its inaugural Generations Conference, set for October 2025. EstateOS aims to transform static estate documents into dynamic, continuously guided legacy plans that adapt to life's changes, leveraging comprehensive first-party estate planning data and AI-powered insights.
For too long, estate planning has relied on outdated, paper-based processes, infrequent updates, and disconnected professional interactions. This traditional approach often leaves families vulnerable to outdated plans and fragmented advice. EstateOS is poised to change this by introducing an AI-powered, connected system for modern legacy management.
"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."
EstateOS boasts several flagship features designed to enhance the estate planning experience:
Looking ahead, Trust & Will plans to release groundbreaking features later this year, including the Life Event Engine. This industry-first alert system will proactively notify users of critical updates needed after significant life changes such as marriage, relocation, birth, or death. Other upcoming features include bulk document ingestion for professionals, tax strategy simulations, tax and distribution insights, multi-beneficiary scenarios, and open APIs, MCPs, and SDKs for enterprise integration.
To mark this new chapter in estate planning, Trust & Will is launching its inaugural Generations Conference in October 2025. This landmark summit will bring together financial advisors, attorneys, nonprofit leaders, innovators, and policymakers to discuss the future of wealth, family, and legacy planning. The conference will not only celebrate the debut of EstateOS but also provide exclusive access to its continuous feature rollouts, tools, insights, and partnerships that are driving the industry's transformation. Generations is envisioned as a crucial gathering for those redefining how families plan, protect, and pass on their legacies.
EstateOS is built as the foundational infrastructure to transform Trust & Will into a lifelong partner in multi-generational wealth planning, offering tailored benefits for various stakeholders:
As significant wealth transitions across generations, EstateOS aims to position Trust & Will and its partners at the forefront of modern legacy planning.
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.
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