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- We have a ton of exciting new features coming in 2024 — the first of which is already live! Log into your Advisor Dashboard to see what’s changed:
- A sleek, user-friendly design for seamless navigation
- A curated list of the top resources that advisors find helpful
- Stay tuned to emails from our team for more exciting releases, including estate plan summaries and visualizations
A helpful guide for who’s a good fit for Trust & Will
We often get questions on who’s a good fit for our estate planning services. As we’ve now helped more than 500k families, we put this helpful guide together for you to have a better understanding on the typical family using our platform.
As always, remember your clients have access to our member support and attorney network for additional questions.
Easy email templates for advisors
- We’ve curated a selection of email templates to help you prompt your clients to take necessary steps to create their estate plan in the new year.
- You will want to include your unique referral link in these templates to get clients started. Copy and paste your referral link below, or click here: https://trustandwill.com/
advisors/invite/lb62u1yb
Educating clients: passing without a Will
For most advisors, it’s non-negotiable for every client to have a Will in place. You can now access three different ways to help educate your clients on the implications of passing without a Will: an infographic, a video, and an article.
Use these tools to help you achieve a 2024 goal: every client having a valid will!
Helpful checklists for client preparation️
- Advisors have proven that the biggest way they can add value and drive urgency with their clients around estate planning is to invest a small amount of time in education and preparation up front.
- The checklists below help you do just that – more can be found on the ‘Resources’ tab of your Advisor Dashboard.
- Framework checklist: perfect for basic education and decision making before the client builds their plan
- Trustee roles + responsibilities: ensure clients understand what tasks their successor trustee will be responsible for
- Executor roles + responsibilities: ensure clients understand what their executor will be responsible for at the time of passing
Get started and help your clients start a plan today!
Author: Cameron Greenlaw
Broker