Election outcomes may be uncertain, but your estate plan doesn’t have to be. Discover ways to stay prepared no matter what happens at the polls!
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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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If you’re reading this, you’ve probably been told to incorporate estate planning within your advisory firm. After all, it’s a huge differentiator (and consumers WANT it). But let’s be honest—success isn’t just about having the right service. It’s about how well you market it. That’s why we’ve partnered with Diana Cabrices, advisor marketing educator, to teach you 5 marketing tactics to promote your estate planning offer. This session will happen LIVE on Wednesday, September 25th at 10 am PT / 1 pm ET, so bring your burning questions! Here’s what’s in store: ✅ 5 actionable strategies for effectively marketing estate planning ✅ Proven tips on how to engage clients through education and drive real results ✅ Free templates, scripts, and other content you can begin using right away to market your offer Register here: https://lnkd.in/enxXtgyf
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🚀 Exciting News! Trust & Will is attending The Future Proof Festival from September 15-18, 2024! 📍 Booth 716 🎥 Live Demo: See our platform in action! 🎁 Giveaways: Win a free estate plan or exclusive merch from the San Diego Wave FC! 🤝 Meet Our Team: Learn how we can help streamline estate planning for your clients. Let’s connect and discuss how we can elevate your financial advisory practice. See you there! Andres Mazabel, Diana Cabrices, Jared Goldberg, Brian Lee, Michael Salazar, Kylie Hodges. #FutureProofFestival #EstatePlanning #FinancialAdvisors
It's the queen's 🐝-day! So we asked AI to write Beyoncé's Last Will and Testament. Scroll to catch the highlights, or head to the link below for the full article on our Learn Center! https://lnkd.in/eEjWjReG
Before "Make A Will Month" ends this August, we want to spotlight our progress in introducing and supporting electronic estate planning legislation across the nation. In the past year, we've made significant strides: ✅ Advocated for the successful passage of the Uniform Electronic Estate Planning Documents Act in Washington, Colorado, and Oklahoma ✅ Introduced legislation and educated policymakers and stakeholders in New York and Virginia about the benefits of electronic estate planning ✅ Testified in Ohio, Colorado, and Virginia in support of key legislation ✅ Partnered with policymakers to conduct estate planning workshops ✅ Brought together a coalition in Virginia, including AARP, MetLife Legal Plans, Proof, Responsive Law, and many others Our commitment to end-to-end digital estate planning has never been stronger. We look forward to continuing to make a difference, one state at a time. Learn more about our legislative efforts at the link below. https://lnkd.in/eUepESjT
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For the 2nd year in a row, Trust & Will has made the Inc. Magazine 5000 list of the fastest growing companies. This year we come in at #711 nationally, #111 in California, and #51 in financial services. It's truly an honor to be building this company with such an incredible team, and everyone that's been a part of the journey over the last 7 years. Cheers!
Our slack channels are blowing up right now...we made the Inc 5000 list for the second year in a row! 🎉 Huge thanks to our incredible team and community for making this happen. We're beyond proud to be among the fastest-growing companies in America. This year we ranked at #711 nationally, #111 in California, and #51 in financial services. Learn more at the link below! https://lnkd.in/esjppvwf
Exciting news on the advisor front! 🎉 We launched new seat-based pricing model, giving advisors flexibility in how they incorporate this vital service into their offering. “Advisors are seeing the true impact that incorporating estate planning has on better serving their clients and differentiating their practice,” said Andres Mazabel, general manager of advisors at Trust & Will. “Our new practice option enables advisors to make estate planning a core part of their service model.” Learn more at the link below! https://lnkd.in/egCsjn_N