Trust & Will is a popular online platform that simpli昀椀es the process of creating legal documents for estate planning, including wills, trusts, and guardianships. It is designed to make estate planning accessible and a昀昀ordable for the average person, o昀昀ering a straightforward, guided process. STRENGTHS WEAKNESSES • User-Friendly: Trust & Will provides an • Limited Scope: While Trust & Will excels at legal document preparation, it does not o昀昀er features intuitive, step-by-step process that makes related to genealogy, storytelling, or digital legacy creating legal documents simple, even for preservation. users without legal expertise. • A昀昀ordability: The platform is signi昀椀cantly more • No In-Person Consultation: Users who prefer direct interaction with a legal professional may a昀昀ordable than traditional estate planning services, making it accessible to a wider 昀椀nd the online-only model lacking. audience. • Dependence on Technology: As with any • Legal Compliance: Trust & Will ensures that online service, users must rely on the platform’s documents are compliant with state laws, technological infrastructure and data security measures. providing peace of mind to users that their plans will be legally sound. • Customization: The platform allows for a high degree of customization, enabling users to tailor their documents to their speci昀椀c needs and circumstances. OPPORTUNITIES THREATS • Integration with Legacy Tools: Trust & Will • Competition from Traditional Legal Services: could expand its services by integrating with While Trust & Will o昀昀ers a昀昀ordability and convenience, some users may still prefer platforms that focus on legacy preservation, traditional legal services for complex estate providing a more holistic approach to end-of- planning needs. life planning. • Educational Resources: O昀昀ering more in- • Legal Challenges: Changes in state or federal depth educational content on estate planning laws could necessitate updates to the platform, and legacy preservation could attract users posing a potential challenge for maintaining interested in understanding the broader compliance and user trust. implications of their decisions.

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