According to a recent LinkedIn post from Trust & Will, the company is emphasizing the importance of comprehensive estate-planning capabilities in planned giving solutions for nonprofits. The post contrasts basic will-only tools with broader offerings that include trusts, healthcare directives, powers of attorney, deed transfers, and other features.
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The company’s LinkedIn post highlights that it views human support, including access to attorneys, as a differentiator versus self-service or FAQ-based platforms. It also points to ongoing engagement tools such as digital vaults, asset inventories, and plan storage, alongside the value of working with a brand donors already recognize.
For investors, the post suggests Trust & Will is actively targeting the nonprofit planned giving market by positioning its platform as a full-stack estate-planning solution rather than a single-point tool. This focus on deeper donor engagement and recurring interactions could support higher retention and monetization, potentially expanding the firm’s addressable market within legacy and charitable giving.
The emphasis on attorney access and advanced features implies an effort to move upmarket, which may enable premium pricing and partnerships with larger nonprofit organizations. If successful, this strategy could improve unit economics, strengthen competitive differentiation, and reinforce Trust & Will’s positioning in the broader digital estate-planning and philanthropy-technology space.