Exciting news! 🚀 We're passionately advocating for advancing digital estate planning legislation across the country. Recently, our CEO Cody Barbo teamed up with Met Life Legal Plan's CEO Ingrid Tolentino to co-author an insightful op-ed featured in @Detroit News. The op-ed advocates for modernizing electronic estate planning through technology, highlighting how it can simplify processes and expand access to essential estate planning services for Michiganders. Please comment below, and we will send you a PDF of the op-ed.
Trust & Will
Technology, Information and Internet
San Diego, California 11,839 followers
Modern estate planning to help every family leave their legacy.
About us
Hi, we're Trust & Will. We're on a mission to help every family to leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We're backed by leading names in venture capital and we are the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy. We're always looking for talented people to join our 100% remote first team - come join a B Corporation and an Inc. Best Workplace award winner that's changing an industry and helping millions of families along the way. *Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.
- Website
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https://trustandwill.com
External link for Trust & Will
- Industry
- Technology, Information and Internet
- Company size
- 51-200 employees
- Headquarters
- San Diego, California
- Type
- Privately Held
- Founded
- 2017
Locations
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Primary
Get directions
San Diego, California 92101, US
Employees at Trust & Will
Updates
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Looking for an estate planning solution for your clients? 🙋♂️ 🙋♀️ Josh Decker, CFP®, EFS Advisors, shares how he's helping his clients accomplish their estate planning goals through our advisor platform. Learn more: https://lnkd.in/gn_Uqkr8
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Trust & Will reposted this
Chief Legal Officer | Senior Executive | Advisor | Board Member | Former Docusign, NetApp, Intel, CBS Interactive & Palm (HP)
It was so great to catch up with our rockstar government affairs team from The RXN Group! To surround yourself with such amazing and smart people like them, provides you the feeling that anything is possible. Thank you Sam Taussig and Kristina Howard for making such a huge impact on Trust & Will' s mission of making such a difference throughout the country around digital estate planning and settlement. Exciting things to come!
The RXN Group team members Sam Taussig and Kristina Howard enjoyed dining with Trust & Will's Chief Legal Officer, Doug Luftman, in the SF Bay Area. They reflected on the significant wins and lessons learned from advancing digital estate planning legislation across the country. This work includes collaborating with state bar associations, financial organizations, and industry groups to improve education and access to estate planning resources. The RXN Group is proud to represent Trust & Will in its mission to help the 70% of Americans who do not have estate plans. Here’s to continuing our efforts to drive positive change nationwide!
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When it comes to estate planning, the younger generations don't want to do it alone. According to our 2024 Millennial Study, 57% of both Millennials and Gen Z seek professional guidance from a financial advisor to navigate estate planning complexities. Read our full study: https://bit.ly/440tnIf
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Probate can be a nightmare! But you can avoid it by setting up and funding a Trust. ✍️ #probate #trust #estateplanning
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Calling all financial advisors! 📢 Curious about how to best implement estate planning in your practice? Join us for a webinar with Wealthbox, during their Workflows Week on July 16th @2pm ET, to see a proven and scalable way to integrate estate planning into your practice. Register at the link below! https://bit.ly/3zGfljX
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We're helping more than 10,000 financial advisors and firms deliver peace of mind to their clients by offering a comprehensive estate planning solution. Alaric Goth, Financial Advisor, shares how our advisor platform has made estate planning more accessible for his clients. Need more info? Visit trustandwill.com/advisors!
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🎉 Our government affairs leaders, Doug Luftman and Mitch Mitchell, have spent the past six months advocating for digital estate planning legislation in several states. We’re proud that our efforts resulted in the enactment of the Uniform Digital Electronic Estates Planning Document Act (UEEPDA) in Washington, Colorado, and Oklahoma! This is a significant step toward making estate planning more accessible, affordable, and convenient for everyone. While there’s still plenty of work ahead, each year brings us closer to revolutionizing how people create their estate plans online. Here’s to continued progress and innovation! 🌟
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UPCOMING WEBINAR REMINDER: Join us Thursday, July 11th at 2pm ET for a CE-eligible discussion with Mitch Mitchell, Andres Mazabel, and Brandon Tucker from eMoney to learn how to navigate life’s milestones in estate planning. Register at the link below. https://lnkd.in/e9xp_6ua
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