According to a recent LinkedIn post from Trust & Will, the company’s estate-planning services are now included in Monarch Plus, a new premium tier from personal finance platform Monarch. The post notes that early Monarch Plus subscribers are being offered one free will from Trust & Will, which is promoted as having a $299 value.
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The LinkedIn post positions this collaboration as integrating estate planning alongside traditional personal finance elements such as budgeting and investing. For investors, the partnership may signal expanded distribution for Trust & Will’s products, potential access to a more engaged, higher-value customer segment, and greater brand visibility within the broader fintech ecosystem.
The post also suggests that estate planning is gaining prominence as a core component of holistic financial planning, which could support long-term demand for digital estate solutions. If the relationship with a fast-growing platform like Monarch scales, Trust & Will could benefit from increased user acquisition efficiency and a stronger competitive position in the online estate-planning market.