Trust & Will (@trustandwill) / X

Trust & Will

3,204 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?
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Trust & Will
@trustandwill
19h
61% expect estate planning as an adviser service. Among advised clients, 68% would consider switching firms if estate planning is not offered—a share that rises to about 80% among Gen Z and millennial respondents. Thank you @HousingWire for featuring our 2026 Estate Planning
Trust & Will finds growing demand for adviser-led estate planning
From housingwire.com
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Trust & Will
@trustandwill
Jul 6
What sets T&W apart? Authentic care for our mission. Hear it from @Goldstein222 himself 👇
Daniel Goldstein
@Goldstein222
Jul 6
We care and it’s a competitive advantage. We may talk about this as trust, mission, team, but ultimately it’s how much people here care. When you combine customer obsession, meaningful impact, strong distribution, and relentless execution, it becomes incredibly difficult to
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Trust & Will
@trustandwill
Jul 2
Summer travel season = a great conversation starter with your clients. Fiona Solis' latest article (featuring our Advisor Contributor Panel) shows how to turn, "are you traveling this summer?" into a planning opportunity.👉 trustandwill.com/learn/summer-t…
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Trust & Will
@trustandwill
Jul 1
How your email finds us... days before the 250th with a Team USA game in a couple hours. Let's gooooo! 🇺🇸 #TeamUSA #WorldCupUSA #Trusty
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Trust & Will
@trustandwill
Jul 1
📣 We just released our third annual Financial Advisor Report! Back in 2024, when we first started this research, estate planning was still seen as optional for advisors; a nice add-on. Not anymore. Check out the full survey results👇 bit.ly/4xUPkah
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Trust & Will
@trustandwill
Jun 30
This is the audience our Featured Nonprofit Program puts you in front of: donors who are already in planning mode, already thinking about legacy, and actively choosing which causes matter most to them. Not cold prospects. Not past donors you're trying to re-engage. The next
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Trust & Will
@trustandwill
Jun 29
❌Myth: Your spouse automatically gets everything if you die. ✅Reality: Not always. Depends on your state, your assets, and whether you have a will.
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Trust & Will reposted
Daniel Goldstein
@Goldstein222
Jun 29
We are obsessed with our customers. Seriously obsessed. Both for the families and professionals we serve. The best companies obsess over the real problems their customers are facing every day. Customer feedback reveals today’s pain points, while great founders connect those
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Trust & Will
@trustandwill
Jun 25
It's wedding season! Wondering what to get the happy couple that isn't another air fryer? Check out this list of unique gift guide for newlyweds 👇
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Trust & Will
@trustandwill
Jun 25
Santiago Giménez didn't just inherit a love for football. He inherited a legacy. 👇 #SantiagoGimenez #ElTri #MexicoTurkey
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Trust & Will
@trustandwill
Jun 23
What's the most haunted item you've ever inherited? 👻
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Trust & Will
@trustandwill
Jun 22
When Trust & Will asked future heirs what they intended to do with inherited property, 36% said they planned to keep it and rent it out. When the same question was asked of people who had already been through it, only 17% actually did. Here's how to have a conversation about
Five Questions Advisors Should Be Asking Before a Client Inherits a House | Trust & Will
From trustandwill.com
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