According to a recent LinkedIn post from Trust & Will, the company is emphasizing tools and guidance for financial advisors to initiate estate-planning conversations with their clients. The post spotlights a short video from a Community Ambassador that distills insights from an internal advisor panel into four practical approaches to starting these discussions.
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The post suggests that moving clients from intention to action in estate planning is positioned as a relationship-deepening step for advisors, not just a transactional service. For investors, this focus on advisor enablement and content may indicate an ongoing strategy to increase engagement and usage among financial professionals, potentially supporting higher adoption rates of Trust & Will’s platform.
The LinkedIn content also references a network of more than 17,000 advisors, implying a growing distribution channel for the company’s estate-planning solutions. If this advisor base continues to expand and becomes more active users of the platform, it could translate into more recurring revenue opportunities and a stronger competitive position in the digital estate-planning segment.