eWills remove a number of barriers that are inherent in traditional estate planning. It’s our mission to help every family leave their legacy and we hope to do that by merging accessibility and affordability with education. Watch more of our historic day with Senator Bonnie Westlin to bring eWills to MN! 💻 🎉 #estateplanning #eWills #MakeAWillMonth
Love this Cody Barbo “procrastination is still the biggest competitor”
Take it from financial advisors Samuel Deane and Cindy Lundberg...estate planning should be an essential part of your financial planning process. 👏
📊 New survey: Nearly half of financial advisors not affiliated with Trust & Will don’t offer estate planning services—and 25% don’t have plans themselves. Yet 98% agree advisors should encourage it. https://lnkd.in/eFD77xqt
Notarizing ✍️ your estate planning documents is key to making them legally binding. Don’t skip this important step! Check out more tips at the link below 👇 https://lnkd.in/eRNCX3FW
Exclusive 🤫 conversation from CEO Cody Barbo and our newest board observer Jennifer Povlitz, Division Director of US Wealth Management at UBS. We're thrilled to have Jennifer's expertise guiding us as we continue to innovate and shape the future of estate planning!
Hear from Robert Sofia about how incorporating estate planning as your advisor strategy can set you apart from the others. 🗣 From our webinar with Snappy Kraken.
Hear from Tanya Torres, CFP® about why her family chose Trust & Will to help start her family’s legacy. 💡✨
Exciting news 🎉 Trust & Will has partnered with AAA in select markets! Partnering with a legacy brand like AAA allows us to bring modern estate planning solutions to millions of our members, offering new and valuable options tailored to their needs.
Big news: AAA has officially partnered with Trust & Will in select markets! I've been a card-carrying AAA member since I turned 16 - and I’ve used their services for over 20 years. Partnering with them now and reaching tens of millions of people feels like a real full-circle moment. As a tech company, joining forces with a legacy business like AAA means bringing new options to their millions of customers in a best-of-both-worlds dynamic. This partnership is a huge step forward, and we’re incredibly excited to get to work! *Official partnership is with Auto Club Enterprises. Auto Club Enterprises is affiliated with the American Automobile Association (AAA) national federation and serves members in 21 states.
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1ySo proud of this! Way to go Trust & Will!!