Trust & Will Announces New Estate Planning Services to Support Financial Advisors

SAN DIEGO, May 21, 2020 /PRNewswire/ -- Today, Trust & Will, the leader in online estate planning in the U.S., announces its newest product, Trust & Will for Advisors.  

Trust & Will for Advisors helps financial advisors from all over the U.S. at banks, financial services institutions, and independent financial firms determine the right estate planning coverage for their clients based on their current financial plan. Each advisor has a unique dashboard where they can welcome clients to a customized estate plan from Trust & Will, check the progress of the estate plans (whether they've signed up and completed the estate plan), have access to educational resources, and a full set of sample documents, including a Trust funding guide.

As part of the Trust & Will for Advisors launch, the product is now listed on the Provider Listings page of the Schwab Advisor Services™ website. The Provider Listings page is an online resource where more than 7,500 advisors who custody with Schwab Advisor Services can find information on more than 175 technology products. 

"We are thrilled to announce our new product, Trust & Will for Advisors," said Cody Barbo, CEO and co-founder of Trust & Will. "Since starting Trust & Will over two years ago, our platform has attracted a new breed of advisors looking to provide their clients with a modern estate planning solution. The new advisor product is built for RIAs, CFPs and Financial Planners to help onboard their clients into our best in class estate planning platform. We are proud to continue to invest in our advisor product to help the millions of clients advisors across the country work with."

Trust & Will for Advisors is another step in extending the company's mission to make estate planning accessible to everyone, including the millions of people who have made no legal provisions for what will happen to their dependents or their assets upon their death.

For more information on Trust & Will, please visit trustandwill.com.

ABOUT TRUST & WILL
Since 2017, Trust & Will has helped more than 100,000+ members successfully protect their legacy. Headquartered in San Diego, CA, Trust & Will is modernizing the trust and estate planning industry with an easy, fast, and secure way to set up your estate plan online. We've approached estate planning with a design-first approach, layered on top of incredible customer support to help people throughout the process — making estate planning simple, affordable, & accessible. To learn more, please visit: www.trustandwill.com

SOURCE Trust & Will

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