Turning Estate Planning Into a Growth Strategy

Matt Koppelman, co-founder and financial planner at Precision Wealth Planners, an LPL/Prudential-associated firm, works with clients who want real financial planning, not just investment management. Many of his clients are women who are the primary earners in their households and are looking for clear, direct advice that helps reduce financial stress and bring clarity to their planning decisions.

Estate planning has always been part of Matt’s process. It isn’t treated as a separate service or an afterthought. When he partnered with Trust & Will for Advisors, he found a more accessible, client-friendly way to help people follow through, turning estate planning into a natural extension of the planning relationship.

Estate planning isn’t just something Matt talks about. It’s a core part of how he delivers real planning and builds trust with clients.

Before Trust & Will: Client Barriers to Estate Planning

Even before integrating Trust & Will, Matt prioritized estate planning education. He put on “Estate Planning 101” sessions, along with Social Security education, that were consistently well received by clients. Teaching clients the language of estate planning helped them feel more confident and empowered around a topic that can feel intimidating.

But when it came time to actually complete their plans, many still hit a wall.

“I’d educate clients, identify gaps, explain why it mattered, and then refer them to an attorney,” Matt explains. “And that’s usually where things stalled.”

Cost, time constraints, and complexity often got in the way. Clients were suddenly managing multiple professionals with different communication styles, systems, and pricing structures. Important decisions were delayed or left unfinished, and conversations kept resurfacing without resolution.

Introducing Trust & Will for Advisors: A New Approach to Estate Planning

When Matt discovered Trust & Will for Advisors’ Premium Plan, allowing complimentary estate plans for a flat annual fee, it was a game-changer. It gave him the ability to include estate planning in every proposal, at no additional cost to clients.

He doesn’t see estate planning as an upsell. Instead, it’s a trust-building investment in the client experience.

“I don’t believe in charging extra for any of this,” Matt says. “I’m happy to pay for the premium service and pass that on to clients of mine. Financial plans without estate plans aren’t complete.”

Matt leads with education, making estate planning feel approachable from the start. “Teaching people the language helps them feel more confident and empowered about this part of their plan,” he says. He introduces estate planning early and keeps progress visible. “I can see their progress if they want to share it with me, and the visual outputs and estate plan summaries are helpful.”

He also builds in accountability, which clients value. “My clients appreciate ‘due dates,’” Matt explains. “We usually split it up into different progress check-ins rather than counting on them to get it done on their own.” The result is follow-through, stronger engagement, and planning conversations that actually move forward.

The Measurable Successes of a Trust & Will Partnership

Since incorporating Trust & Will for Advisors, Matt has seen measurable success:

• 16 clients completed estate plans through Trust & Will in Q3 and Q4 of 2025

• $3,155,000 in assets under management (AUM) identified and associated with estate planning conversations during the same period

• $126,300 in 2025 revenue directly tied to Trust & Will supported estate planning work

By removing barriers and building estate planning into every conversation, Matt is turning legacy conversations into lasting growth, and strengthening his practice one client at a time.

Matt Weighs In: Why Trust & Will? 

For Matt, Trust & Will works because it helps clients move from discussion to completion. “I’m a fan of anything that removes friction instead of creating it,” he says.

Trust & Will allows estate planning to stay connected to the advisory relationship while giving clients access to education, visibility, and attorney support when questions arise. The result is a process that helps advisors finish the work they start and helps clients actually complete their plans.

Matt’s Tips + Tricks

• Estate planning helps Matt engage entire families, not just primary clients. “Most advisors aren’t engaging with the beneficiaries of their managed accounts,” he says, but moments like setting up Healthcare Proxies and HIPAA documents for kids heading to college create meaningful, appreciated touch points for parents.

• Completing one estate plan often opens the door to others. “I’ve had clients in their 40s and 50s use getting their own estate plans done to feel more confident asking their parents what they have set up.”

For Matt, estate planning isn’t just about documents. It’s a practical way to deepen relationships and create growth that lasts across generations.

Want to Follow Matt’s Lead?

Estate planning isn’t just a service, it’s a chance to show up for your clients in the moments that matter most. With Trust & Will, you can turn that impact into lasting growth.

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.

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