Most people think estate planning is only about wills & rich families. But there are some surprising facts everyone should know. 🧵👇

We’re entering the largest wealth transfer in history—over $84 trillion by 2045. Yet, 67% of heirs say they plan to switch advisors after inheriting. Advisors who integrate estate planning early aren’t just protecting assets, they’re protecting relationships across generations.

In his latest piece for @FastCompany, our CEO & Co-Founder @CodyBarbo shares how we’ve reimagined one of life’s most uncomfortable topics: estate planning. 👉 Read the full article here:

If you’re an advisor or attorney, ask every client one simple question this quarter: 👉 “Has anything in your life changed since we last reviewed your plan?” It’s the easiest way to prevent the hardest conversations later. #EstatePlanning #FinancialAdvisors #WealthManagement

When clients say they’d switch advisors over estate planning, it’s a clear signal: this service matters. Estate planning builds trust, deepens relationships, and completes the holistic financial picture.

Incredibly proud of the team for all the hard work in bringing the Non Profit Platform to life. Over 7+ years we’ve had our members name over 20,000+ charities with billions (yes with a B) of bequests going to them. Very excited to see the continued impact here in the coming

5/ “How do you prefer to communicate and learn about your finances?” Millennials value autonomy — they may want bite-sized digital updates, not long meetings. Adapting to their style = higher engagement and retention.

4/ “What’s one financial decision you’re proud of — and one you’d do differently?” Uncovers their money mindset and creates space for empathy and education.

3/ “If something unexpected happened, who would you want making decisions for you?” A subtle but crucial segue into powers of attorney and healthcare directives—topics often overlooked by younger clients.

2/ “Who do you want your money to impact — and how?” Opens the door to legacy, philanthropy, and estate planning without using intimidating legal language.

1/ “What does ‘financial freedom’ look like to you?” Millennials often define success by flexibility, not retirement age. This question reveals goals around work-life balance, entrepreneurship, or early family support.

5 questions every advisor should ask their Millennial clients if they want to build trust and longevity 👇

Introducing the Trust & Will Nonprofit Platform—your new hub for smarter, easier planned giving. We're empowering nonprofits to connect with donors, grow legacy programs, and unlock new impact opportunities. 🌟 Real-time donor insights 🧰 Powerful giving tools 💸 Free to start,

Think estate planning doesn’t apply to you? Do this 5-minute check: 💳 Do you have a bank account? 🚗 Own a car? 🐶 Have a pet? 🧒 Or dependents? If you said yes to any of these, you need a plan—not later, but now. #EstatePlanning #FinancialWellness #FinancialLiteracy

The kids are asking for legally-valid, state-specific, digital estate plans this year

We can’t wait to connect with the advisor community at IMPACT®2025—the premier event for innovation, insights, and inspiration in wealth management. Swing by our kiosk (located at TECH27) to chat with our team. Can't make it to Denver? Schedule a demo with our team:

Did you know? 📊 60% of people would consider sharing their planned giving intentions with the nonprofit they support. This insight from Trust & Will’s 2025 Estate Planning Study highlights a powerful opportunity for nonprofits: open conversations about legacy giving aren’t just

https://t.co/rOkjUMq3rG

According to Trust & Will’s 2025 Estate Planning Study, these are the top causes people choose to support through their legacy: 🐾 Animal Welfare – 27% 🥕 Food Security – 25% 🧬 Healthcare & Medical Research – 22% Your estate plan can be a powerful tool for impact. 👉 Explore

Yesterday at @money2020 USA in Las Vegas, our CEO @codybarbo  joined Erin Crawford, VP & Head of Consumer Digital at @FifthThird, to share how together we’re transforming what it means to protect consumers. In their session, they discussed our first-of-its-kind initiative: