About the Author

Fiona Solis, @FionaSolis
Community Ambassador, Trust & Will
Fiona is Trust & Will’s Community Ambassador, where she leads community initiatives and partners with advisors, attorneys, and nonprofit professionals to surface real-world and expert-led estate planning perspectives. With a background in community building, she focuses on developing trusted relationships and amplifying expert insights through educational content and storytelling. Outside of work, Fiona enjoys theatre, mental health advocacy, and exploring San Diego with her husband and pup.
Articles from this author

Financial Advisors - 3 min read
It’s Time To Spring Clean Your Estate Plan

Financial Advisors - 4 min read
Wealth Transfers. Values Can Too

Financial Advisors - 4 min read
How Advisors Can Pace the Estate Planning Conversation

Financial Advisors - 3 min read
Why Estate Plans Stall and What Gets Them Moving Again