According to a recent LinkedIn post from Trust & Will, the company is promoting an upcoming continuing-education webinar for financial professionals focused on estate planning across key life milestones. The session, scheduled for April 14, will feature Trust & Will’s Head of Sales alongside Wealthbox’s VP of Marketing and is positioned as eligible for CFP® continuing education credit.
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The post outlines planned discussion topics, including identifying trigger life events, supporting clients through transitions, and handling emotionally complex conversations, while also highlighting the use of Trust & Will’s digital tools for milestone-driven estate planning. For investors, this emphasis on advisor education and integration with a CRM player like Wealthbox suggests ongoing efforts to deepen relationships in the financial-advisor channel, which could support higher adoption of Trust & Will’s platform and potentially improve customer acquisition efficiency over time.
The promotional nature of the webinar implies a strategy aimed at positioning the company’s offerings as part of the workflow for advisors managing client estate plans, rather than as a purely consumer-facing product. If successful, this approach may enhance Trust & Will’s visibility and perceived value within the advisor ecosystem, potentially contributing to recurring usage and reinforcing its competitive stance in the digital estate-planning market.