Trust & Will Privacy Policy

Item: Trust & Will
Rating: 42
Author: Privacy.Law Editorial Team

Last updated: November 2024 | Reviewed: February 2026

Estate planning platform with legal document creation. Attorney review services provide some privilege protections, but marketing and partner data sharing raise concerns.

Grade C

Privacy Summary: Trust & Will collects detailed estate planning information to generate legal documents. While attorney review services may provide some privilege protections, the platform shares data with marketing partners and service providers. Your estate details, beneficiary information, and asset descriptions are stored on their servers.

Category Scores

Data Collection 40/100

Data Sharing 35/100

Data Retention 45/100

Security Measures 52/100

User Controls 42/100

Key Findings

🔎 Marketing Partner Data Sharing

Trust & Will shares data with marketing partners and may use your information to send promotional materials. Estate planning information could be used to target you with related services.

"We may share your information with marketing partners and use your data to send promotional communications about products and services we believe may interest you."

🔎 Detailed Estate Information Collection

To generate legal documents, Trust & Will collects comprehensive information about your assets, debts, beneficiaries, guardianship preferences, and healthcare wishes.

"We collect information necessary to create your estate plan including details about your assets, beneficiaries, guardians for minor children, healthcare preferences, and distribution wishes."

✓ Attorney-Client Privilege (Limited)

Communications with attorneys during optional review services may be protected by attorney-client privilege. However, data collected through the main platform interface is not privileged.

"If you engage our attorney review services, communications with the reviewing attorney may be protected by attorney-client privilege. Information provided through the general platform is not subject to such protection."

🔎 Third-Party Service Providers

Trust & Will uses various third-party services for payment processing, document generation, and other functions. Your estate data may be processed by these third parties.

"We work with third-party service providers who help us operate our business. These providers may have access to your personal information in connection with performing services for us."

Data Collection Summary

Data Type	Collected	Risk Level
Asset Descriptions	Yes	High
Beneficiary Details	Yes	High
Healthcare Directives	Yes	High
Guardian Preferences	Yes	Medium
Family Information	Yes	Medium
Financial Details	Yes	High

Recommendation

Moderate Privacy Risk: Trust & Will collects necessary information for estate planning but shares data more broadly than ideal. The marketing partnerships are concerning for sensitive estate information.

For Users: Opt out of marketing communications where possible. Consider using the attorney review service for sensitive situations to gain privilege protection. Keep copies of final documents offline.