Today, I'm humbled to announce our new strategic relationship with @LPL !
Through LPL's Affinity Vendor Program, more than 22,000+ financial advisors will now have access to our trusted estate planning solution; empowering advisors to deliver more comprehensive planning and deepening client relationships.
Let's go protect millions of families!
Most clients expect estate planning from their advisor.
Andres at @trustandwill, shares survey insights from 300 advisors:
✅ 70% say advisors should offer it
✅ 37% say it’s essential
✅ 33% call it a valuable add-on
It’s not just about the future—it’s about trust today.
🎉 GIVEAWAY ALERT
We’re giving away 2× ErgoChair X (Black/Gray) to make sitting easier on your spine.
To ENTER:
– RT this post
– Follow @autonomous_labs
– Comment “ErgoChair X” + your daily sitting hours
2 winners will be announced after Oct 19.
Generational trust starts with understanding the full picture.
@AndresMazabel, GM of Advisors at @trustandwill, reminds us that estate planning is more than investments—it’s about uncovering opportunities to serve families now and for generations to come.
Congratulations @trustandwill Trust & Will, winner of the ESTATE PLANNING: Trusts category of the 2025 Wealth Management Industry Awards #Wealthies
🏈💙 We’ve teamed up with the @RamsNFL to bring the game-day energy to your legacy game plan...or, you know, your kiddo's bedtime routine.✨
🎥 Catch the commercial and see how we’re helping fans plan, protect, and pass on what matters most. 💪🐏
#TrustAndWill#LARams #RamsHouse #GameDayGoals #PlanLikeAPro #LegacyStrong
Trust & Will just LEVELED UP.
Want to upload existing estate docs & surface areas that may need attention? DONE. ✅
Want an AI assistant to guide conversations and deliver key insights? DONE. ✅
Trust & Will isn't just for consumers, y'all. (I mean, we serve over 17K financial advisors to date!)
Trust & Will is built and primed to support every type of financial advisor out there.
These new features are designed to support smoother onboarding, stronger relationships, and smarter workflows.
And most importantly, they exist to help financial advisors meet clients where they NEED them: discussing and supporting their estate planning process, from A to Z!
Exciting times for this rocketship company! 🚀
Join us on August 7th at 2PM ET for a free CE-credit eligible Wealth Management Summit exploring innovative estate planning strategies across three sessions.
🎯 Trust & Will takes the stage at 2:30PM ET with a can't-miss talk on “Estate Planning Through Life’s Key Relationship Milestones.”
With 27M life events occurring annually and 42% of married couples lacking an estate plan, advisors play a pivotal role in guiding clients through life’s transitions—marriage, parenthood, inheritance, and beyond.
Learn how to overcome procrastination, guide emotionally complex conversations, and ensure your clients' long-term peace of mind.
🔗 Register now: https://t.co/lrocbxnxMW