San Diego, CA – June 16, 2025 – Trust & Will, the leading digital estate planning platform in the U.S., today announced a strategic enterprise partnership with Range, an all-in-one AI wealth management company redefining how individuals manage and protect their financial futures.

The partnership enhances Range’s comprehensive estate planning services by incorporating Trust & Will's technology directly into the client experience. Range advisors work with clients to develop customized estate strategies, utilizing Trust & Will's platform to efficiently prepare and file necessary legal documents. This integration allows Range to maintain its personalized, all-in-one advisory approach while leveraging technology to streamline administrative processes.

“As more Americans turn to financial advisors for comprehensive guidance, it’s essential that estate planning is part of the wealth management journey,” said Cody Barbo, Co-Founder and CEO of Trust & Will. “This partnership with Range is a testament to our shared belief that every individual should have access to the tools they need to secure their legacy.”

This newly formalized partnership brings estate planning to the forefront of Range’s wealth management experience. By integrating Trust & Will’s digital platform directly into its client offerings, Range now covers the cost of estate plans as part of its comprehensive estate planning services. Clients are guided through the process by a combination of Range’s personalized AI platform and dedicated financial advisors, making the experience both seamless and highly tailored. Leveraging Trust & Will’s attorney-approved, state-specific solutions, the collaboration represents a major step forward in expanding access to essential estate planning tools for more Americans through their trusted financial advisory relationships.

"We couldn't be more excited to announce our partnership with Trust & Will. They are tremendous partners constantly innovating in their domain,” said Fahad Hassan, Co-Founder and CEO of Range. Our customers at Range deserve the latest and greatest developments technology can provide -- and our partnership with Trust & Will ensures this promise."

This collaboration represents a broader trend of financial institutions embracing estate planning as a vital offering. With this announcement, Trust & Will expands its reach through another mission-aligned enterprise partner committed to financial wellness and legacy-building.

About Trust & Will

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.

Our platform supports 20,000+ financial advisors, along with 150+ enterprise partners and financial institutions, including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. We empower professionals to integrate estate planning into their client services, enabling multi-generational wealth planning. With more than one million users and $100+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a relationship-deepening driver of financial wellness.

Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at trustandwill.com.

About Range

Range is an all-in-one AI wealth management platform helping individuals and families take control of their financial future. By combining investment management, tax strategies, and estate planning under one roof, Range delivers a seamless, personalized experience designed to maximize impact and peace of mind.

For media inquiries, please contact:

Trust & Will

Mark LoCastro, Senior Director, Public Relations & Communications, mlocastro@trustandwill.com

Range

Andrea Riccio, PR Lead, andrea@velocity.inc