According to a recent LinkedIn post from Trust & Will, the company’s estate-planning services are now integrated into Monarch’s new premium personal finance tier, Monarch Plus. The post notes that early Monarch Plus subscribers are offered one free will from Trust & Will, positioned as part of a more comprehensive financial-planning experience.
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The post suggests that this partnership may expand Trust & Will’s distribution by tapping into Monarch’s reportedly fast-growing user base, potentially lowering customer-acquisition costs and increasing volume. By aligning estate planning with budgeting and investing on a major personal finance platform, the move could strengthen Trust & Will’s brand positioning within the broader financial ecosystem and support longer-term revenue growth.