For Beratung Advisors, a financial planning firm affiliated with LPL Financial, estate planning has become more than a checkbox. It’s a core differentiator that drives business growth. By incorporating Trust & Will into their financial planning process, the firm has not only streamlined estate plan completion but also unlocked a powerful source of client referrals.
“Trust & Will is the best technology we’ve added to our tech stack since Holistiplan. It’s had a bigger impact than anything we’ve adopted since eMoney in 2006.”
Beratung Advisors: Who We Are & What We Do
Beratung Advisors offers holistic, subscription-based financial planning tailored to multi-generational families. “Beratung” is the German word for advice, guidance, or consultation.
The firm’s focus is on building trust and delivering meaningful value, especially within the first 90 days of the client relationship. Their clients seek more than investment management. They want a trusted partner through every life stage, and estate planning is central to that journey.
“We don’t charge clients per estate plan. Instead, we include it as part of the broader financial planning engagement. It allows us to deliver more value upfront and build trust early.”
Before Trust & Will: Estate Planning Roadblocks
Before partnering with Trust & Will, Beratung Advisors faced consistent roadblocks in helping clients finalize their estate plans. The barrier wasn’t financial or logistical—it was emotional. Clients struggled with the weight of decisions like choosing guardians or executors, which caused hesitation and stalled progress.
For a firm that operates on a flat-fee model, momentum is critical. When clients pause, so does perceived value. That puts satisfaction and long-term engagement at risk.
Enter Trust & Will: The Estate Planning Solution that Offers Powerful Results
Beratung Advisors began incorporating Trust & Will as a core piece to their onboarding process, which offered powerful results. Several features made an immediate impact:
Progress tracking allowed advisors to check in and nudge clients without being overbearing.
Edit-friendly experience gave clients the confidence to take action, knowing they could revise plans later.
Summary documents made it easy to revisit estate planning during annual reviews.
By integrating estate planning early, even before investment conversations, the firm helped clients gain clarity and build momentum from the start.
“Trust & Will gave us a new kind of momentum. It helped solve the hardest part of estate planning—just getting started.”
Trust & Will for Advisors: Sparking Real Business Growth & Word-of-Mouth Interest
Adding Trust & Will for Advisors’ Premium Plan didn’t just improve estate plan completion rates–it sparked real business growth.
Clients began sharing their experience, often referring to friends and family. Beratung Advisors now sees estate planning as a reliable talk trigger that generates consistent word-of-mouth interest.
Improved early-stage client engagement
Higher estate plan completion rates
Increased client retention and renewals
Consistent referrals from clients after completing plans
Expansion into multi-generational client relationships
“People don’t always talk about their financial planner, but they do talk about updating their Will. That visibility has driven referrals and helped us reach the next generation of clients.”
“We needed a way to deliver lasting value in the first 90 days of working with a client. What we found was even better: a platform that made estate planning accessible, actionable, and shareable. This is one of the best fintech decisions we’ve made in the last decade.”
Interested in partnering with Trust & Will to enhance your own clients’ estate planning needs? Learn more about how you can join over 17,000 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.
Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.
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