According to a recent LinkedIn post from Trust & Will, the company is emphasizing the role of financial and wealth advisors in initiating estate-planning conversations with clients during what it describes as a relationship-focused time of year. The post spotlights a short video by a Community Ambassador that offers four practical approaches for advisors to start these discussions, citing insights from an internal advisor panel.
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The company’s LinkedIn post highlights estate planning as a means for advisors to deepen client relationships by moving households from intent to action. It also references a reported network of more than 17,000 advisors and directs readers to additional insights and a sign-up link, suggesting Trust & Will is continuing to build out its distribution via advisor channels, which could support incremental customer acquisition and recurring revenue growth in the estate-planning segment.