Trust & Will for Advisors looks to help financial advisors from all over the U.S. at banks, financial services institutions and independent financial firms determine the right estate planning coverage for their clients based on their current financial plan.
It provides each advisor with a unique dashboard where they can welcome clients to a customized estate plan from Trust & Will, check the progress of the estate plans (whether they've signed up and completed the estate plan), and have access to educational resources and a full set of sample documents, including a trust funding guide.
As part of the Trust & Will for Advisors launch, the product is now listed on the Provider Listings page of the Schwab Advisor Services website. The Provider Listings page is an online resource where more than 7,500 advisors who custody with Schwab Advisor Services can find information on more than 175 technology products.
"We are thrilled to announce our new product, Trust & Will for Advisors," said Cody Barbo, CEO and co-founder of Trust & Will. "Since starting Trust & Will over two years ago, our platform has attracted a new breed of advisors looking to provide their clients with a modern estate planning solution. The new advisor product is built for RIAs, CFPs and Financial Planners to help onboard their clients into our best in class estate planning platform. We are proud to continue to invest in our advisor product to help the millions of clients advisors across the country work with."