Sophisticated Estate
Planning Utility
for… Everyone

Trust Wizard is a responsibly disruptive source for estate planning — built for American families who want institutional-grade utility without institutional-grade costs. One app. One price. 100% yours.

Join the Waitlist Become a Tester
100% Offline Privacy
No Subscriptions
Zero Cloud Storage

See It in Action

A premium dashboard that puts institutional-grade tools at your fingertips — on every device.

Mobile
Desktop
9 Powerful Tools

Everything Your Trust Needs.
Nothing It Doesn't.

Institutional-grade estate planning and private banking tools — built for everyday families, not Wall Street firms.

Policy Value Projection

Track and project cash value growth, death benefits, and cumulative premiums across every policy in your trust — at a single glance.

Dashboard

Trust Equity Simulator

Model asset-backed leverage in real time. Generate amortization schedules, export print-ready illustrations, and never over-leverage your trust.

Calculator

Dividend Heatmap

Visualize 150+ years of uninterrupted dividend history from America's top mutual insurance carriers. See compounding momentum in color.

Analytics

Crummey Notice Generator

Automate IRS-compliant beneficiary withdrawal notices with legally precise language — no attorney required for every gift cycle.

Legal

Document Wizard

Create Certifications of Trust, scan physical documents with your device camera, and store everything locally — never touching the cloud.

Vault

Vault Backup & Restore

Export your entire trust vault — data, images, and policies — into a single encrypted file. Restore anywhere with zero accounts needed.

Security

Successor Export

Generate a standalone, offline HTML package your successor trustee can open from any device — without passwords, accounts, or Wi-Fi.

Legacy

Compliance Tracker

Never miss a trust filing deadline. Track entity filings, required meetings, and beneficiary notices with persistent dashboard reminders.

Fiduciary

100% Privacy

Zero servers. Zero databases. Zero telemetry. Trust Wizard runs entirely on your device using local-first IndexedDB — the ultimate local-first utility.

Architecture

Watch the Features

Short demos of Trust Wizard's most powerful tools in action.

Policy Value Projection

Multi-policy aggregation, real-time charting, and trust equity calculations.

Trust Equity Simulator

Amortization schedules, leverage capacity, and print-ready illustrations.

One Price. Own It Forever.

See how Trust Wizard stacks up against cloud-based estate planning services.

Trust Wizard
LegalZoom
Trust & Will
SimplyTrust
Price
$49.99
one-time
$279 – $599
per plan
$499 – $599
per plan
$12 – $15/mo
~$144 – $180/yr
Subscription Required
✕ Never
Add-ons extra
$39/yr to edit
Required
Cloud-Free / Offline
✓
✕
✕
✕
Real-Time Policy Analytics
✓
✕
✕
✕
IBC Loan Simulator
✓
✕
✕
✕
Built-In Education
✓ 7+ modules
Blog only
FAQ only
Limited
Successor Trustee Handoff
✓ Offline HTML
✕
✕
✕
Join Waitlist

Test the App. Get It Free.

We're opening 100 slots per platform for testers who submit feedback. Help us ship the best version of Trust Wizard — and receive the app for free at launch.

Apple TestFlight

iOS & macOS beta via TestFlight

0 / 100 testers enrolled

Test the app → Submit feedback → Get it free at launch

Google Play Beta

Android beta via Play Console

0 / 100 testers enrolled

Test the app → Submit feedback → Get it free at launch

Be First in Line

Trust Wizard launches soon. Drop your email and we'll notify you the moment it goes live on the App Store and Google Play.

No spam. Just a one-time launch notification.