Estate Planning Solutions for Insurance Agents

Partner with us to integrate estate planning into your portfolio and better help your clients plan for the future.

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Join our network of insurance agents 

Are you an insurance agent looking to play a crucial role in the estate planning process for your clients? We recognize the vital importance of insurance agents in safeguarding assets and ensuring the security of beneficiaries. By joining our network, you can elevate your clients' estate plans to new heights of protection and legacy fulfillment. You’ll get: 

  • Access to specialized estate planning tools tailored for insurance professionals

  • Collaborative support from estate planning experts and legal professionals

  • Enhanced resources to optimize insurance policies within estate plans

Interested in working with us?

Empower your clients to achieve their fullest potential with a robust and personalized estate plan, securing what matters most.

Reach out if you’re interested in learning more about our network.


Insurance Agents & Estate Planning: FAQ

How can estate planning services benefit my insurance practice?
Incorporating estate planning allows you to offer comprehensive solutions to clients, ensuring their insurance policies align with their overall financial and legacy goals.
What role do insurance agents play in estate planning?
Insurance agents help families create life insurance policies that can be integrated into estate plans to provide liquidity and financial security for beneficiaries.
How can Trust & Will's estate planning solutions enhance my services as an insurance agent?
Our solutions complement insurance offerings by providing tools to address clients' estate planning needs, enabling you to offer more holistic financial planning services.
What types of estate planning solutions does Trust & Will offer that are relevant to insurance clients?
We offer a range of estate planning and settlement services including will and trust creation, attorney support, and probate. All estate planning can be tailored to incorporate life insurance policies and address clients' unique needs.
How do I get started with Trust & Will to support my clients' estate planning goals?
Reach out in the form above to explore partnership opportunities. Our team can assist you in integrating estate planning discussions into your client meetings and provide educational resources to enhance your expertise in this area.