Trust & Will

10/29/2026

Why do we work so hard to educate the public on the importance of estate planning?

It's the financial literacy lesson most Americans were never taught.

Listen to Cody Barbo's fireside chat with Anthony "Pomp" Pompliano at the Silvia Investor Summit earlier this month. 👇

10/28/2026

We're at Finalist at The Anthem Awards! We're immensely proud to sit among many incredible, impactful projects in the Belonging & Inclusion Campaign (For Profit Org) category.

And now we need YOUR VOTES!

Vote for "Tu Legado" (Trust & Will) by hitting the "celebrate" button at the link below. ⬇️

Join me in celebrating the impact of this Anthem Awards finalist.

10/26/2026

In our 2026 Death & Inheritance Report, we surveyed 5,000 U.S. adults. 63% said raising inheritance at a family birthday would feel awkward. For a funeral, it was 41%. For a regular phone call, 32%.

The discomfort isn’t about death. It’s about interrupting something happy.

But waiting has a cost: 1 in 4 Americans have never had this conversation, and 40% of those who recently lost a close family member say that person had no plan or an outdated one.

You don’t need the perfect moment. An ordinary phone call and a specific question (“Where’s your will, and who’s the executor?”) beat any holiday table.

Full report: https://bit.ly/4dVePQp

10/22/2026

Why do Americans avoid talking about inheritance?

Our Death & Inheritance Report found that it's a lot more nuanced than, "it's sad".

Whether you're an adult child urging a parent to make a plan, or an advisor trying to bring up estate planning with clients, understanding the "why" of avoidance can help you tackle how to have the conversation.

Read the full report: https://bit.ly/4BfAHQk

10/19/2026

The LIVE Coalition just announced its inaugural Advisory Council during National Estate Planning Awareness Week, and we're excited to see who's helping guide the work ahead!

Congratulations to Professor Gerry Beyer, Jennifer Povlitz, Sangeeta Doss, and Gary Ch**es. Together they bring decades of experience across estate planning law, wealth transitions, financial services, and legal technology to LIVE's mission: modernizing estate planning laws, expanding access for everyday families, and protecting consumer choice.

We're especially proud to see Jennifer Povlitz, Vice Chair and Managing Director at UBS Global Wealth Management and a member of our own Trust & Will board, among this inaugural group.

Read the full announcement: https://lnkd.in/eZSxNb3W

Week

Leaders in law, wealth management, financial services, and legal technology will help advance modern, accessible estate planning

10/19/2026

This week is National Estate Planning Awareness Week, a natural opening to review client plans for outdated or missing information.

Luckily, our AI tools, like document extraction and Estate Assistant, are designed to pull key details from a client’s documents and help you spot what’s missing.

This week, pick one “I already did my will” client and open the conversation. Upload their existing document, let document extraction summarize the key details, and ask Estate Assistant what’s worth updating.

Log In to Review → https://app.trustandwill.com/login?roleType=advisor

Or Create Your Free Account → https://app.trustandwill.com/signup?userRole=advisor

10/17/2026

Estate planning software has helped millions of families create a plan. But a plan only matters if someone can carry it out.

That's why we launched Trust & Will Trust Company: a Nevada-chartered retail trust company that can serve as a professional corporate trustee.

In fact, we're the first digital estate planning platform to become a regulated corporate fiduciary.

Thank you to Wealth Management for the coverage!

Read the article👇https://lnkd.in/eyhhJ2Cr

Trust & Will is the first digital estate planning platform to serve as a regulated corporate fiduciary.

10/14/2026

Big news for Trust & Will! 🎉

Today, we're proud to announce the launch of Trust & Will Trust Company, a Nevada-chartered trust company, and a major milestone in our mission to help every family leave their legacy.

For nearly a decade, we've helped more than one million families take control of their future through estate planning. Now, we're taking the next step: helping families carry out those plans when it matters most.

A professional trustee has long been a privilege for the wealthy. Everyone else leans on a relative or friend, who ends up handling tax filings, record-keeping, and distribution decisions, often unpaid. Not to mention, handling the family tension that comes with the job.

Now, your financial advisor stays your advisor. Your family gets an expert to handle the administration. And your wishes are honored the way you put them on paper.

It's a natural next chapter for Trust & Will and a big step toward making estate planning and administration more accessible to everyone. We're incredibly proud of the team that brought this vision to life, and even more excited about what it means for the families we serve.

Learn more ➡️ https://trustandwill.com/learn/trust-will-trust-company

10/09/2026

Nobody wants to be the person who brings up estate planning at a birthday party. 🎂

That's one of the biggest takeaways from our 2026 Death and Inheritance Report, which surveyed 5,000 U.S. adults.

InvestmentNews just covered the findings, and they point to something we didn't expect: families don't put off inheritance talks because they're about death.

They put them off because they're about joy.

Read the full article 👉 https://bit.ly/3VABdrP

A new study of 5,000 adults reveals family silence on estate planning is a timing problem, not a death problem.

10/08/2026

The "Post-It inheritance system" needs to go. Why?

On TV, it works. In court, it doesn't.

Without a legal document, your wishes are just a suggestion, and the state decides who gets what. It's not always what you'd have chosen, and often leaves families fighting at the worst possible time.

Thank you to Realtor.com for using our data to tell the story of what happens when people skip the paperwork.

Read the full article 👉 https://bit.ly/47CSL9s

Sticky notes can show who wants what—but they may carry little legal weight when heirs disagree over an estate.