5 minute read

Trust & Will and Fifth Third Bank Announce Strategic Relationship to Provide Estate Planning Solutions for Customers

Leader in online estate planning, Trust & Will, expands reach and support through stratefic relationship with the 15th largest bank in the U.S.

Cody Barbo

Cody Barbo, @codybarbo

Founder & CEO, Trust & Will

July 15, 2020 — Today, Trust & Will, the leader in online estate planning in the U.S., announces its strategic relationship with major banking institution, Fifth Third Bank, the 15th largest bank in the U.S. The company joins the bank’s portfolio of fintech partners and will provide exclusive savings on Will and Trust-based Estate Plans for its customers. 

The new relationship addresses the burgeoning need for accessible estate planning during COVID-19 and brings holistic financial health into focus during a time when companies and customers need attainable tools to help navigate these unprecedented times. The relationship will set up Fifth Third Bank customers for long term financial success and planning for the future and we are honored to announce the partnership.

"We are thrilled to announce our relationship with Fifth Third Bank to help better serve their customers as they look for guidance in estate planning during these challenging times and beyond,” said Co-Founder and CEO of Trust & Will, Cody Barbo. “A strategic partnership with one of the largest banks in the country solidifies the need for a modern approach to Trust and Estate Planning. We are grateful to bring our best in class estate planning solution to millions of additional Americans, and more importantly, the opportunity to provide peace of mind.”

Since 2017, Trust & Will has helped more than 100,000 members start their estate plans and demand for the company’s estate plans have more than doubled since March 2020 as a result of the recent pandemic. Through the commencement of this relationship, Trust & Will now has the ability to offer their services to the bank’s 1,100+ branches and customers across 10 states.

“Helping our customers reach their financial goals is very important to us, and we want to provide access to easy-to-use digital tools to protect their money, prepare for their future and plan for the long-term well-being of their families,” said Howard Hammond, head of retail banking and brokerage distribution for Fifth Third Bancorp. “We are proud to work with Trust & Will and continue to provide access to innovative solutions for our customers through our strategic fintech relationships.” 

Existing members of Fifth Third Bank can take advantage of this relationship and keep up to date on additional benefits by visiting the COVID Protecting Your Finances resource page.