Curated News
By: NewsRamp Editorial Staff
April 11, 2024

Trust & Will Enhances Advisor Platform for Streamlined Estate Planning

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Source News Release

TLDR

  • Trust & Will introduces significant enhancements to its Trust & Will for Advisors platform, providing a competitive advantage to over 11,000 financial advisors nationwide.
  • Trust & Will for Advisors offers comprehensive estate planning solutions, including wills, trusts, and probate services, with new features like Estate Reports and Personalized Client Insights.
  • Trust & Will's enhancements empower financial advisors to better serve clients' holistic financial landscapes, fostering enduring and impactful relationships, making tomorrow better than today.
  • Key findings from Trust & Will's 2024 Annual Study show a generational shift towards professional guidance in estate planning, with 57% of Millennials and Gen Z expressing interest in working with financial advisors.

Impact - Why it Matters

The enhancements to Trust & Will's platform and the study findings on generational preferences in financial advisory services are important as they reflect the evolving landscape of estate planning and the increasing demand for professional guidance among younger generations. This impacts financial advisors, estate planning professionals, and individuals planning their estates, highlighting the need to stay updated with industry trends and cater to the preferences of different demographic groups.

Summary

Trust & Will, the leading digital estate planning and settlement platform in the U.S., has introduced significant enhancements to its Trust & Will for Advisors platform, serving over 11,000 financial advisors nationwide.

The latest features include estate reports, estate summary, personalized client insights, legacy contact, new dashboard design, and a dedicated support team. These updates aim to simplify estate planning and probate, offering comprehensive solutions encompassing wills, trusts, and probate services.

Additionally, Trust & Will conducted a study revealing generational preferences in financial advisory services, with key findings indicating a growing interest in professional guidance for estate planning among Millennials and Gen Z.

Source Statement

This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Trust & Will Enhances Advisor Platform for Streamlined Estate Planning

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