According to a recent LinkedIn post from Trust & Will, the company is encouraging financial advisors to guide clients through annual estate-planning reviews before summer schedules become more demanding. The post highlights key review questions, including whether the appropriate people are named in estate documents and whether beneficiary designations align with existing wills or trusts.
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The post also points to the importance of correct account titling and reassessment of plans following major life changes. For investors, this emphasis on recurring, advisor-led reviews suggests a focus on driving ongoing engagement with Trust & Will’s digital estate-planning tools, which could support higher customer retention, deeper advisor relationships, and potential growth in subscription or service revenue within the wealth-management ecosystem.