Trust & Will

06/10/2026

What does the NBA teach rookies before they ever play a game? 👀 Hint: it's not just about basketball.

Here's a look at the financial education every player gets--and why estate planning is part of the playbook. 🏆🏀

And while you're here, drop your predictions in the comments 👇

06/10/2026

Wondering how to establish Power of Attorney in California?

This step-by-step guide walks you through the state-specific process. 👇
https://bit.ly/4efJTJK

Learn how to create a Power of Attorney in California, including key steps, state-specific rules, and how to ensure it’s legally valid and tailored to your needs.

06/09/2026

Wedding season is here. And while everyone's busy picking centerpieces and finalizing seating charts, almost nobody is thinking about the legal merger that happens the moment you say "I do."

Old beneficiary designations. Outdated documents. Healthcare directives that still name a parent instead of a spouse.

We asked our Financial Advisor Contributor Panel how they use the engagement moment to open the estate planning conversation—and what most advisors overlook when a client's relationship status changes.

The best wedding gift nobody gives? An estate plan.

Read the full article → https://trustandwill.com/learn/wedding-season-estate-planning

When a client gets married, everything changes overnight. Here's how advisors can use wedding season to open the estate planning conversation.

06/08/2026

Octavian broke into a sacred Roman temple to steal a living man's will—and it started one of the greatest wars in history.

In 32 BC, Octavian seized Mark Antony's will from the Vestal Virgins, broke the seals, and read it aloud in the Senate. What was inside changed everything.

This is Part 1 of the story of how a single document ended the Roman Republic. 🏛️

Save this if you love morbid history no one taught you in school.

06/04/2026

Building a business? 📌 Save this checklist!

Protect your business from the start with the right financial foundations, legal protections, and estate planning. ⬇️

06/04/2026

We're launching the Trust & Will Featured Nonprofit Program—giving mission-driven organizations a scalable way to reach donors at the exact moment they're planning their legacy.

Our first cohort includes St. Jude Children's Research Hospital, Doctors Without Borders/Médecins Sans Frontières (MSF), and Susan G. Komen.

Since launching April 1st:
→ $2.5M+ in estimated bequest value committed in the first two weeks
→ $4B+ in total bequest value facilitated on our platform to date
→ Median bequest up 50% year over year

Nonprofits interested in the next cohort can apply now 👇
https://bit.ly/3RM4myq

06/03/2026

Ever wonder which of your clients actually got their estate plan notarized? Now you don’t have to.

Our latest Advisor Portal update gives you full visibility into post-creation ex*****on — notarization status, trust funding progress, deed transfers, shipping, and estate tax details.

Read more about what’s new 👉

Track your clients' estate plan ex*****on, access estate tax reports, and stay ahead of every update—all in one place with Trust & Will's Advisor Platform.

06/02/2026

Advisors, your portal just got a serious upgrade. 📈

Now you can track every phase of your client’s estate plan—from document creation through notarization, trust funding, and deed transfers—all from your dashboard.

New Ex*****on Details column. Enhanced client views. Shared estate tax reports.

See the full picture. Guide every client to completion.

Questions? Drop them in the comments 👇

05/29/2026

First-gen adult children: struggling to explain estate planning to your parents? Our legal team is here to help.

05/28/2026

Attorneys: get a steady stream of qualified estate planning referrals to grow your practice—without the inbox chaos.

We’re moving referrals into the Trust & Will for Attorneys Platform, so you can receive and manage new opportunities in one place with clear tracking and faster response times.

✅ Centralized referral management (no more missed emails)

✅ Get notified when a referral is matched to you

✅ Securely send estate planning documents directly to clients through Trust & Will

Join Trust & Will for Attorneys for free to start receiving referrals or learn more here: https://bit.ly/4fbR33U