2 minute read

Trust & Will to offer estate planning services through UBS Workplace Wealth Solutions

Program will make available simple, affordable estate plans to employees of certain UBS corporate clients.

SAN DIEGO, CA - June 21, 2023 - Trust & Will, the leading digital estate planning and settlement platform in the US, today announced an agreement to provide discounted estate planning services to US-based employees of UBS’s corporate clients that participate in UBS Workplace Wealth Solutions’ financial wellness program.

Trust & Will provides an easy and secure way to create wills and trusts online, with the ability to customize legal estate planning documents that adhere to individual state and county guidelines. The platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Since launching in 2017, Trust & Will has helped nearly 500,000 families set up an estate plan to create a legacy. 

“The pandemic has drastically shifted our perspectives when it comes to work, and what we expect from our employers when it comes to providing comprehensive benefits, including education and resources for retirement, financial literacy, and equity planning,” said Cody Barbo, CEO and Founder of Trust & Will. “At Trust & Will, we pride ourselves on our award-winning company culture and are grateful for the opportunity to help build more rewarding workplaces across the country through UBS Financial Wellness.”  

According to recent UBS research, 68 percent of employees agree that companies have a responsibility to help them achieve high levels of financial wellness, especially the younger generations who will soon represent more than half of the US workforce. Additionally, eight in 10 Gen Z and Millennial employees look to their companies for help with their overall financial well-being.   

“We look forward to helping employees of our corporate clients gain access to Trust & Will’s digital estate planning capabilities, which will provide them with greater control over their financial lives,” said Michael Barry, Head of UBS Workplace Wealth Solutions. “Many individuals do not have up-to-date wills or estate plans, and access to these tools will help them prepare for the future, shape their legacies, and provide a degree of support and clarity for their loved ones.”

About Trust & Will

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.

Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.

About UBS Workplace Wealth Solutions

UBS Workplace Wealth Solutions collaborates with corporate clients to deliver customized solutions across a range of programs for the workplace, including financial wellness, retirement and equity plans. We currently provide more than 10,000 employers and their two million employees in over 150 countries with access to financial knowledge, benefits programs that prepare them for retirement, and an integrated experience that combines the right mix of people and technology. We work side-by-side with our clients so that everyone feels rewarded at work and optimistic about realizing their long-term financial goals. To learn more about UBS Workplace Wealth Solutions, contact WorkplaceWealth@ubs.com or visit ubs.com/workplacesolutions.

Newsletter

Subscribe to our newsletter for expert estate planning tips, trends and industry news.

Loading...
    • Trust Pilot
    • Pledge 1%
    • Certified B Corporation
    • Better Business Bureau Accredited