TrustwiseBy cocreateidea

Roadmap

What we're building, in the order we're building it.

Updated monthly. If something you need isn't listed, email us — that's often how items move from 'exploring' to 'building.'

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Available to every signup right now.

Last will & testament

California, New York, Texas. Individual or mirror-will couples plan.

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Mirror wills (household)

One household, two principals, cross-referenced documents.

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Unlimited updates plan

$29/year optional add-on for unlimited amendments and law-change rollovers.

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Envelope-encrypted PII

AWS KMS-backed encryption on legal names, DOB, and answer subtree.

Self-proving affidavit support

Statutory attestation + affidavit where each state allows.

Witness & notary guide

State-specific execution checklist.

Time-limited share links

Anonymous read-only share URLs with expiry.

In development (next 1–2 quarters)

Actively being built, in legal review, or both.

Pet guardianship step

Nominate primary + alternate, with optional bequest for care costs.

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Structured charitable bequests

Fixed-dollar or percentage gifts with EIN capture.

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Conditional distributions

Age-gated shares, survivorship rules, per-stirpes support.

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Funeral & memorial wishes

Non-legal appendix capturing burial, service, and memorial preferences.

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Trusted-contact notifications

Named-contact sharing with activation triggers you control.

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Advance healthcare directive

Living will + healthcare POA + HIPAA release.

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Financial power of attorney

Durable or springing, statutory short-form where available.

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Payment plan at checkout

Spread the one-time fee over 3–4 installments.

Exploring (later this year or next)

On the whiteboard — not committed.

Revocable living trust

Trust plan with pour-over will, schedule of assets, certification of trust, funding guide.

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Young adult plan

Bundled healthcare directive, HIPAA, POA, and starter will for 18–29.

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Digital vault

Secure storage for deeds, insurance, account listings alongside the will.

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Mobile apps (iOS + Android)

Companion apps for review, sharing, and annual check-ins.

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AI plan assistant

In-flow assistant that explains terms and surfaces state-specific rules.

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Probate service

Guided workflow for executors.

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Deed transfer service

TOD deeds and trust-funding deed preparation.

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Financial advisor portal

Co-branded estate flow for advisor practices.

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Nonprofit planned-giving portal

Free wills for donors with opt-in bequest attribution.

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Attorney referral network

Vetted local counsel for complex estates.

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Expanded state coverage

Beyond CA/NY/TX, one state at a time with licensed-attorney review.

Start with what ships today.

Your will is available now. Everything else follows.

Roadmap — Trustwise