So what is it really like to partner with Trust & Will?
You are a financial advisor who wants to add or enhance existing estate planning services. You’ve heard from your network that Trust & Will is a great solution. But what is it actually like to work with us?
In this guide, we’ll be answering your most burning questions. Through a series of informative videos, you’ll get an insider look into some key topics:
Enhancing your client experience
Driving client action
Leveraging Trust & Will’s estate planning education and resources
Whether it's ensuring clients complete their plans or understanding your role in providing peace of mind, these insights are designed to help you navigate the estate planning process more effectively and build stronger relationships with your clients.
Trust & Will Client Experience Walkthrough
At Trust & Will, one of the most common questions we receive is about what clients can expect from the experience. Advisors often ask:
What happens after a referral?
What kind of questions will clients face?
How do they receive their documents?
In this video, we’ll walk you through our seamless digital process. We’ll also highlight our live customer support and the educational tools we provide to ensure clients feel informed and supported. We also go over options for clients to receive their physical documents and transfer their real estate through our third party partner.
Estate Planning Education & Resources
Education is at the heart of estate planning, and many clients turn to their advisors for guidance. To support both you and your clients, Trust & Will offers a wealth of educational resources. From detailed Learn Center articles to checklists and one-pagers, these tools make it easier to walk your clients through the estate planning journey.
By providing them with clear information at every stage, you increase the chances they’ll complete their plans, empowering them with the knowledge they need. Watch the video to learn more.
Helping Clients Take Action on Estate Planning
#DidYouKnow? While many advisors refer clients to Trust & Will, only about 60% of those referred clients complete their estate plans. In this video, we share strategies that can help you inspire urgency and ensure that your clients follow through. Regular check-ins and accountability are key. Through your consistent guidance, your clients are more likely to take the necessary steps. Ultimately, you’ll be offering them the comfort of knowing that their futures—and their loved ones’ futures—are secure.
Helping Advisors Provide Clients Peace of Mind
As an advisor, you play a crucial role in helping your clients shape their futures and secure their legacies. Estate planning offers your clients peace of mind— it doesn’t have to be challenging.
Here at Trust & Will, we’ve streamlined the process. With education, personalized support, and a clear path to completion, clients feel confident and reassured as they plan their legacy. By partnering with Trust & Will, you help your clients achieve the peace of mind that comes from knowing their plans are in place.
Interested in partnering with Trust & Will to enhance your own clients’ estate planning needs?
Learn more about how you can join over 13,000 financial advisors and firms who are delivering peace of mind to their clients by offering a comprehensive estate planning solution. Schedule a free demo today.
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