2 minute read

Trust & Will Announces Strategic Partnership with Carson Group

Advisor Dashboard Customizes and Streamlines Estate Planning and Probate Solutions. Keep reading to learn more.

SAN DIEGO, CA - May 16, 2023 - Trust & Will, the leading digital estate planning and settlement platform in the U.S., announced today a strategic partnership with Carson Group, one of the fastest-growing financial services firms in the country, as the estate planning and probate provider for their advisory network. Through this partnership, Carson advisors can streamline their clients' estate plan and probate needs, creating ready-to-execute documents in all 50 states.

Offering wills, trusts, and probate solutions, Trust & Will can help advisors develop a customized estate plan to accommodate individual and family needs. The Trust & Will Advisor dashboard helps financial planners easily implement estate planning into their practice and secures sensitive financial information with bank-level encryption and SOC 2 Type II compliance. Since launching in 2017, Trust & Will has helped nearly 500,000 families set up an estate plan to create a legacy. 

“We are excited to join forces with Trust & Will to enhance our range of services and deliver an expanded estate planning offering and better experience to our clients,” said Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group. “We understand that to earn the reputation of being the most reliable source of financial guidance and support, it's crucial to provide our clients with a modern trust and estate planning solution. In today's ever-changing financial landscape, our clients rely on us to assist them in securing, expanding, and overseeing their assets, and our partnership with Trust & Will enables us to do precisely that. The future of financial planning will include creating a one-stop shop for estate, trust, and tax services for clients. Our shared commitment to exceptional client service allows us to collaborate and achieve our clients' financial objectives.” 

Carson Group manages $21 billion in assets and serves more than 46,000 families through its advisory network of more than 460 advisors in 190 offices in 36 states.

“Carson Group has set high standards on how advisors deliver financial planning — we’re thrilled to be partnering with their team. We look forward to this network joining more than 9,000 advisors who are actively helping families secure their legacy through our platform,” said Andres Mazabel, Head of Advisor Sales at Trust & Will. 

About Trust & Will

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.

About Carson Group

Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages $21 billion in assets and serves more than 46,000 families through its advisory network of more than 460 advisors in 190+ offices located in 36 states. For more information, visit www.carsongroup.com.

Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.