According to a recent LinkedIn post from Trust & Will, the company has been included for the first time in the T3 Technology Tools for Today / Inside Information Software Survey. The post highlights that Trust & Will ranked as a top five estate planning tool among 15 surveyed solutions, and is listed as one of the most-considered platforms by advisors evaluating new estate planning technology.
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The LinkedIn content also notes that estate planning was cited as the fastest-growing software category in the survey, positioning this segment as a potential growth area within advisor tech. For investors, the survey recognition may suggest rising brand awareness and increased adoption potential among financial advisors, which could support user growth and recurring revenue if advisor-driven distribution scales.
Being mentioned alongside more established competitors in its first year of inclusion may indicate that Trust & Will is gaining traction within professional channels rather than relying solely on direct-to-consumer marketing. This visibility in a niche but influential industry survey could strengthen the company’s positioning in the digital estate planning ecosystem and enhance its appeal as a partner within broader wealth management technology stacks.
The post’s emphasis on advisor interest in better estate planning tools underscores a possible demand tailwind as advisors seek to expand planning services for clients. If this interest translates into integrations, enterprise contracts, or higher advisor-led referrals, Trust & Will could see improved customer acquisition efficiency and a more defensible market position in a growing software category.