Estate Planning

Simplifying Your Legacy

At Continuity Private Wealth, we're committed to providing comprehensive financial solutions for your entire life journey. That includes ensuring your legacy is protected through a well-crafted estate plan. We're excited to announce our partnership with Trust & Will, a leading online estate planning platform, to offer you a convenient, affordable, and secure way to create your estate plan or settle the estate of a loved one.

Since 2017, Trust & Will has empowered nearly 700,000 families to leave their legacy with attorney-approved, state-specific documents and processes. Their user-friendly platform walks you through the process, step-by-step, while ensuring your plan complies with your state's laws.

Here's what sets Trust & Will apart:

Expertise & Security:

Documents are reviewed and approved by experienced estate planning attorneys.
Bank-level encryption protects your data with compliance to the highest security standards (SOC 2 and HIPAA).

Convenience & Affordability:

Create your plan from the comfort of your home with an easy-to-use online platform.
Enjoy competitive pricing compared to traditional estate planning services.

Certified & Confidential:

Trust & Will is a certified B Corporation dedicated to helping every family leave their legacy.
They are the official estate planning benefit provider for AARP members and are trusted by leading financial institutions.