Curated News
By: NewsRamp Editorial Staff
April 25, 2024
Trust & Will Announces Strategic Relationship with LPL Financial
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Discuss on SubstackTLDR
- Trust & Will empowers LPL's 22,000+ financial advisors with streamlined estate planning and probate solutions, giving them an advantage in offering comprehensive wealth planning.
- Trust & Will offers an Advisor dashboard with features like Estate Report, client summaries, shared access, probate services, and increased security, streamlining the estate planning and probate process.
- The collaboration between Trust & Will and LPL Financial enables financial advisors to guide clients through critical estate planning, supporting the mission to help every family leave a lasting legacy.
- Since launching in 2017, Trust & Will has helped nearly 700,000 families set up an estate plan to create a legacy, offering an innovative and impactful solution in the era of the Great Wealth Transfer.
Impact - Why it Matters
The partnership between Trust & Will and LPL Financial is important as it aims to simplify estate planning for clients and deepen relationships between financial advisors and their clients. By offering comprehensive wealth planning and probate solutions, the collaboration seeks to create a lasting impact on clients' financial well-being.
Summary
Trust & Will, a digital estate planning and settlement platform, has announced a strategic relationship with LPL Financial, empowering LPL's 22,000 financial advisors to streamline their clients' estate planning needs. The partnership aims to simplify the process of creating customized estate plans, offering wills, trusts, and probate solutions. The collaboration allows advisors to deepen client relationships and offer comprehensive wealth planning.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Trust & Will Announces Strategic Relationship with LPL Financial
