Hi, we're Trust & Will. We're on a mission to help every family to leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We're backed by leading names in venture capital and we are the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy. We're always looking for talented people to join our 100% remote first team - come join a B Corporation and an Inc. Best Workplace award winner that's changing an industry and helping millions of families along the way. *Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.
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San Diego, California 92101, US
Trust & Will reposted this
At the 2024 Nitrogen Fearless Investing Summit, Advisorpedia sat down with Diana Cabrices, the Chief Evangelist at Trust & Will! Diana shared insights on aligning client expectations with advisor offerings in estate planning—a critical piece for fostering trust and delivering value. Don't miss this conversation on bridging the gap between what clients need and what advisors provide. 💡 Watch here: 🔗https://lnkd.in/evEvEWC6
Trust & Will has family swag available now 😜
We know it takes a village… That’s why we thought of a special way to ask your kids’ guardian to be a part of their life—and your plan—forever. #homefortheholidays Snag yours: https://rdbl.co/3OlnIp2
We know it takes a village… That’s why we thought of a special way to ask your kids’ guardian to be a part of their life—and your plan—forever. #homefortheholidays Snag yours: https://rdbl.co/3OlnIp2
Did you know financial advisors often wear multiple hats? 🎩 Members of our contributor panel share their personal stories of how they've supported their clients beyond finances...from estate planning to even helping pick out paint colors. Discover the role of a financial advisor, which is hardly ever singular: https://lnkd.in/g_ah8nkd
Trust & Will reposted this
We recently conducted a survey amongst financial advisors, made up of both Trust & Will-affiliated advisors, and non-affiliated advisors. The results were surprising. The vast majority of advisors (98%) agree that estate planning is crucial for their clients. However, nearly half of advisors not affiliated with Trust & Will do not currently offer estate planning services, and 1 in 4 do not have an estate plan of their own. What this revealed to us is a serious gap between understanding and enablement or empowerment. Many advisors cite reasons such as complexity and cost as blockers. Meanwhile, Trust & Will-affiliated advisors are able to experience how easy, accessible, and affordable estate planning is through our platform and be able to extend these benefits to their own clients. They cite increased business benefits, such as strengthened client relationships and planning that is inclusive of multiple generations of family members. Are you a financial advisor who hasn’t tackled estate planning yet? I’d love to hear your reasons why in the comments below. I’m passionate about learning from you and how we can potentially help reduce barriers to entry! View the survey results here: https://lnkd.in/gkMnReUk
Family feuds ≠ festive vibes. Let’s plan smarter this year ✌📝 Serving up more data and drama in our recent research: Family Arguments During the Holidays Can Have Profound Consequences, According to New Survey From Trust & Will https://prn.to/3AQcjdK
Tomorrow’s the day! Join our Chief Evangelist, Diana Cabrices, for an insightful look at 2024 estate planning trends and strategies for a successful year ahead. Seats are still available, so don’t miss this opportunity to plan with confidence. Register for the 2024 State of Estate Planning webinar: https://lnkd.in/gq8sZ9ym
We’re going straight to the source… with new coverage on all things estate planning and advising! The experts on our Financial Advisor Contributor Panel will share their knowledge and experience, helping advisors across the U.S. level up their practice. Meet the panel and look out for the first article—coming this week: https://lnkd.in/gZXeRmnE Michael Fiammetta Alan Gorlick Charles H Thomas, CFP® Al Faber, CFP®, ChFC®, CLU® Karl Leonard Hicks, CFP®, AEP®, MBA Garrett Harper, CFP® CEPA® Cary Bazan Chitra Patel, CFP®, CPWA®, MBA Ken Behm Vinee T. Mehta, CFP®, AIF® Matthew Ricks, MBA, CFP®
Counting down to #SchwabImpact in San Francisco! 🚀 Catch our team, Michael Salazar and Andres Mazabel, at Booth #TECH20 from 11/19-11/21. Let’s talk estate planning, innovation, and all things financial wellness. Who’s ready to connect? #Networking #FinancialPlanning #SchwabImpact2023