Trust & Will (@trustandwill) / X

Trust & Will

3,185 posts

Trust & Will

@trustandwill

Helping 1M+ families plan for the future. EstateOS powers AI-driven estate planning for families & financial pros. Featured on CNBC's Disruptor 50.

San Diego, CA

Joined August 2017

Pinned
Trust & Will
@trustandwill
Dec 20, 2025
💰 Enter for your chance to win $1,000! 💰 Are you attending the @holidaybowl Game? 🏈 You could be chosen to go on-field to try your arm at hitting the casket with the football. If you make the shot, you'll win $1,000! And a legacy of bragging rights. Not attending the game?
11K
Trust & Will
@trustandwill
18h
Our Featured Nonprofit Program has already helped facilitate $2.5M in early planned gifts. Thank you @charityjournal and @PokimaAliyu for covering!
Trust & Will reports $2.5 million in early planned gifts after launching nonprofit program
From charityjournal.org
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Trust & Will
@trustandwill
20h
Wondering how to establish Power of Attorney in California? This step-by-step guide walks you through the state-specific process. 👇 bit.ly/4efJTJK #CaliforniaLaw #Caregivers #CaliforniaCaregivers
California Power of Attorney Requirements: How to Get POA
From trustandwill.com
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Trust & Will
@trustandwill
Jun 9
We asked our Financial Advisor Contributor Panel how they use the engagement moment to open the estate planning conversation—and what most advisors overlook when a client's relationship status changes. The best wedding gift nobody gives? An estate plan. Read the full article →
The Best Wedding Gift Nobody Thinks To Give | Trust & Will
From trustandwill.com
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Trust & Will reposted
Daniel Goldstein
@Goldstein222
Jun 8
Most people name an executor and never tell them. The person responsible for managing your estate after you die, filing with the court, notifying creditors, distributing assets to your beneficiaries, often finds out they have that job at the worst possible moment. During
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Trust & Will
@trustandwill
Jun 5
At 23 years old, Lionel Messi had already won the Ballon d'Or twice. Carlos Bacca was selling fish. Born in Puerto Colombia, Bacca grew up in a family where his father Gilberto worked the water every day just to get by. When football didn't come calling fast enough, Bacca did
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Trust & Will
@trustandwill
Jun 5
Your clients know they need an estate plan. So why aren't they doing it? These are the 3 blockers you need to know👇 Ready to remove these blockers? Create your free advisor account today ➡️ bit.ly/4fqw65u
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Trust & Will
@trustandwill
Jun 4
We're launching the Trust & Will Featured Nonprofit Program—giving mission-driven organizations a scalable way to reach donors at the exact moment they're planning their legacy. Our first cohort includes @StJude, @MSF_USA and @SusanGKomen! Nonprofits interested in the next
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Trust & Will
@trustandwill
Jun 3
Ever wonder which of your clients actually got their estate plan notarized? Now you don’t have to. Our latest Advisor Portal update gives you full visibility into post-creation execution — notarization status, trust funding progress, deed transfers, shipping, and estate tax
Estate Plan Execution Tracking for Advisors | Trust & Will
From trustandwill.com
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Trust & Will
@trustandwill
Jun 2
Extending Your Value As A Financial Advisor x.com/i/broadcasts/1…
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Trust & Will
@trustandwill
Jun 2
Advisors, your portal just got a serious upgrade. 📈 Now you can track every phase of your client’s estate plan—from document creation through notarization, trust funding, and deed transfers—all from your dashboard. Questions? Drop them in the comments👇
00:00
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Trust & Will
@trustandwill
Jun 1
Replying to @trustandwill
Ready to make an estate plan that actually counts? 👉
Estate Planning - Create an Online Will and Trust | Trust & Will
From trustandwill.com
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Trust & Will
@trustandwill
Jun 1
When someone tells us they already have a will...and it's on a napkin in their glove compartment
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