According to a recent LinkedIn post from Trust & Will, the company is drawing attention to the role financial advisors play in prompting clients to conduct regular estate plan reviews. The post outlines key review questions, including whether designated individuals, beneficiaries and account titling still reflect clients’ current wishes and circumstances.
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The message appears aimed at advisors serving wealth management and estate planning clients, encouraging proactive annual check-ins before summer scheduling constraints. For investors, this emphasis on advisor engagement suggests Trust & Will is positioning its platform as an ongoing planning tool rather than a one-time document service, which could support higher customer retention and deeper distribution relationships over time.
The focus on coordination between beneficiary designations, wills and trusts also points to the complexity of the estate planning process, potentially underscoring demand for streamlined digital solutions. If the linked content drives advisors toward Trust & Will’s resources, it may help the company strengthen its brand in the advisor channel and capture incremental volume from households revisiting their estate plans in response to professional guidance.