Trust & Will

We asked advisors how Trust & Will simplified their estate planning process...and boy, did they deliver! Why is T&W the go-to choice for advisors? ? Easy-to-Use: A streamlined process for both advisors and clients ? Reliable & Secure: Legally valid documents customized for every state ? Seamless Client Experience: Simplify estate planning with digital convenience Join thousands of financial professionals who count on Trust & Will to enhance their client services and build long-term relationships. How can we help you thrive? #wealthmanagement #estateplanning #RIA #LPL

"And I feel like there are so many people that don't have [estate plans]. I mean, there are clients in their 50s that still don't have estate plans. And my goal has really been to have that as a foundational part of the planning process." Thank you to valued member of our advisor contributor panel, Chitra Patel, CFP?, CPWA?, MBA! ?? Advisors: why have you chosen to include EP in your services? #FinancialAdvisor #FinancialPlanning #WealthManagement #InvestmentManagement #FinancialAdvice

Now you can download our NEW Planned Giving Checklist! Includes helpful guides like... ?Measuring success with trackable metrics ?Methods of integrating stewardship into operations ?Unique ways to recognize your donors .Get your free checklist here! ?? https://bit.ly/4iPY2xU ?? Learn more about effective planned gift stewardship: https://bit.ly/41Q20j9

Hey, that's us! ?? Check out T&W mentioned in Kitces.com Advisor Productivity Study: https://lnkd.in/em5jutE8 If you're wondering how advisors can use EP services like Trust & Will to maximize productivity, you won't want to miss this one. Read the full report here ??

?? Registrations are open for our March webinar! Join Andres Mazabel and Jenna Ghibaudy (Wealthbox) as they discuss how financial advisors can integrate estate planning into their service model to drive growth, enhance client relationships, and improve operational efficiency. Sign-up now!?? #financialadvisors #clientrelations #wealthadvisors

Discover how nonprofits can create a strong donor stewardship strategy to build trust, engage supporters, and foster lasting relationships that benefit both your organization and the people who help fund it. https://lnkd.in/g8siuNgU #Nonprofit #DonorEngagement #Stewardship

Thank you to Money Life with Chuck Jaffe for chatting with our very own Cody Barbo about Trust & Will's annual estate planning report, which showed that 20% of Americans have "completely abandoned traditional American Dream ideals." You can listen to the podcast on your favorite audio platforms and on MoneyLife.com ??????? https://lnkd.in/e6TUqgbR

At Trust & Will, we love seeing the impact estate planning can have on both families and businesses! ?? Tigris Consulting - ??????? ??????? recently introduced estate planning services and saw a 25% increase in gross profit in just six months—with an ROI three times higher than their advertising spend. Even more exciting? 30% of their estate planning clients expanded their financial strategy with portfolio management services. Proof that estate planning isn’t just about protection—it’s about growth. ???? #EstatePlanning #FinancialSuccess

A well-crafted estate plan isn’t just about passing down wealth—it’s about creating a legacy that reflects your values. Whether ensuring your children’s future or supporting causes close to your heart, thoughtful planning makes all the difference. By truly understanding clients’ goals, you'll help them design strategies that provide for their loved ones and make a lasting impact. Let’s build a legacy together. ?? Thank you for your insight, Domenick D'Andrea, AIF?, CRC?, CPFA?! Learn more about how genuine relationships can make all the difference ?? https://bit.ly/3DoitTC #EstatePlanning #LegacyBuilding #FinancialFuture

"I think we're at a point now where, technology-wise, it can be profitable for advisors to help the mass affluent and mass market." Thank you to a key member of our advisor contributor program, Al Faber, CFP?, ChFC?, CLU? , for his thoughts on the future of EP and financial planning. #FinancialAdvisor #FinancialPlanning #WealthManagement #FinancialAdvice #FinancialConsultant