Trust & Will has announced significant upgrades to its Trust & Will for Advisors platform, a move that underscores the company's commitment to simplifying estate planning and probate for financial advisors and their clients. The platform, which serves over 11,000 financial advisors across the nation, now includes a suite of new features designed to provide comprehensive solutions for wills, trusts, and probate services. Among the notable enhancements are Estate Reports, which offer visualizations of clients' estate plans, and Personalized Client Insights, which deliver tailored advice based on clients' estate decisions.
The introduction of these features comes at a time when there is a noticeable shift in generational preferences towards seeking professional financial advice for estate planning. A study conducted by Trust & Will revealed that more than half of Millennials and Gen Z are interested in working with financial advisors for estate planning purposes. This trend is further supported by the finding that a significant percentage of respondents consider hiring a financial advisor as part of their long-term financial goals. The complete findings of this study are available on the Trust & Will website.
Andres Mazabel, Head of Advisors at Trust & Will, highlighted the importance of the new features in empowering advisors with greater visibility into their clients' financial landscapes. This, according to Mazabel, is crucial for building lasting and meaningful advisor-client relationships. The platform's enhancements also include a new dashboard design tailored for financial advisors, a Legacy Contact feature for client-assigned read-only access, and a dedicated support team to ensure seamless onboarding for financial professionals.
Since its launch in 2017, Trust & Will has played a pivotal role in facilitating estate planning for nearly 700,000 families. The platform's emphasis on security, through bank-level encryption and SOC 2 Type II compliance, ensures the protection of sensitive financial information. With these latest upgrades, Trust & Will reinforces its position as the leading digital estate planning and settlement platform in the U.S., specifically designed to meet the needs of financial professionals and their clients.
