San Diego, CA — February 4, 2025 — Trust & Will, the nation's leading digital estate planning platform, is proud to announce its partnership with Diana Cabrices as its Chief Evangelist. In this role, Diana will spearhead education and advocacy efforts, helping financial advisors seamlessly integrate estate planning into their services.
To hear more about this exciting partnership, watch the full interview between Trust & Will CEO Cody Barbo and Diana Cabrices below:
As Chief Evangelist, Diana will serve as a champion for estate planning within the financial advisory space, providing resources, insights, and guidance to empower advisors.
With years of experience working closely with financial professionals, she recognizes the growing demand for estate planning solutions and the need for advisors to step up in this space.
"Consumers want estate planning guidance from their advisors, yet many advisors aren’t offering it—or even have their own estate plan in place," said Cabrices. "My mission is to change that. Through education, peer-to-peer learning, and actionable insights, I’ll help advisors confidently bring estate planning into their practice."
A Shared Mission: Making Estate Planning Accessible
Trust & Will has already partnered with over 17,000 financial advisors across the country, offering a flexible platform that caters to different levels of advisor involvement. Whether an advisor wants to fully integrate estate planning into their practice or simply provide a trusted pathway for their clients, Trust & Will offers tailored solutions.
"What makes Trust & Will stand out is our flexibility, our brand recognition, and our commitment to education," Cabrices explained. "Advisors want to learn from each other, and through initiatives like our contributor panel and educational webinars, we’re elevating the advisor’s voice in estate planning."
Leading the Future of Digital Estate Planning
Trust & Will continues to position itself as the go-to digital solution for families, advisors, and institutions.
"Estate planning has historically been an offline process—paper documents in filing cabinets, out of sight and out of mind," said Barbo. "That’s changing. Just like financial planning has gone digital, estate planning is following suit. We’re here to make it seamless, accessible, and top of mind for families at every stage of life."
Trust & Will’s partnership with Cabrices reinforces its dedication to breaking down barriers, providing modern solutions, and ensuring estate planning is a core part of financial wellness.
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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