Trust & Will

06/16/2026

Need a last-minute Father's Day gift that will last a lifetime? We're partnering with Remento to make it easy, fun, and memorable to preserve your family's legacy.

With Remento's Speech-to-Story technology, your loved ones can simply tell their stories aloud, and Remento will transform them into a keepsake book.

Use our unique link for $20 off through 6/21 👉 https://bit.ly/4ouQW6h

06/15/2026

Most people don't think about estate planning until it's too late.

For military families, that gap hits differently. They've spent their lives putting others first—showing up, sacrificing, protecting. And yet nearly 1 in 4 military-connected households have less than $500 in emergency savings. Funeral costs average over $8,300. And most still don't have a plan in place for when they're gone.

That's the problem USAA set out to solve with their newly launched USAA Secure™ Final Expense Whole Life Insurance. And we're honored that Trust & Will is woven into the heart of it.

Through the Eagle Plus rider, members can now pair their final expense coverage with a complimentary digital estate plan, because a policy alone doesn't tell your family what you wanted. A plan does.

This is about more than paperwork. It's about the conversation you have with your spouse before it's urgent. The document that means your kids don't have to guess. The final act of someone who spent their whole life taking care of others.

Service doesn't stop. And neither does protection. 🫡

Learn more: https://www.lifehealth.com/usaa-life-insurance-company-expands-portfolio-to-help-families-prepare-for-end-of-life-expenses/

USAA Life Insurance Company is expanding its life insurance portfolio to better serve members at every stage of life with a new life insurance offering designed not only to help cover end-of-life expenses, but to encourage meaningful conversations that ensure families are prepared and protected.

06/13/2026

What's included in a Will package? Here's exactly what you get with Trust & Will 👇

✅ Last Will & Testament: name who gets what, and who raises your kids

✅ Power of Attorney: designate someone to manage your finances and legal affairs if you're incapacitated

✅ Advance Directive (AKA a Living Will): document your end-of-life medical wishes and designate a healthcare agent to make wishes on your behalf

✅ HIPAA Authorization: give trusted people access to your medical info

You don't need a lawyer's office to start protecting your family today.

👉 Start here: https://bit.ly/4vC5xiz

06/12/2026

Thrilled to announce that for the second year in a row, Trust & Will is a 4-category finalist in the 2026 Wealth Management Industry Awards! 🎉 This recognition celebrates our team's dedication to our clients and the innovative approach that defines our work.

We're nominated in the categories of...

💻 Technology
💭 Thought Leadership
💼 CEO of the Year
💡 Innovation Platforms

Winners will be announced on September 10th. Thank you to the organizers and our incredible team and clients for making this possible!

06/11/2026

We're marking a major milestone today—one year since Fifth Third Bankbecame the first U.S. bank to offer free wills to all of its customers. 🎉

In that time, together we've helped over 42,000 families create estate plans, saved members over $12.6 million compared to traditional attorney fees, and captured over $10 billion in self-reported estate value. Thousands of those customers were engaging with estate planning for the very first time.

Thank you to the Fifth Third team for a remarkable first year—and we're just getting started. 💙

Learn more about our partnership: https://trustandwill.com/learn/fifth-third-bank-free-wills-one-year-anniversary

06/10/2026

What does the NBA teach rookies before they ever play a game? 👀 Hint: it's not just about basketball.

Here's a look at the financial education every player gets--and why estate planning is part of the playbook. 🏆🏀

And while you're here, drop your predictions in the comments 👇

06/10/2026

Wondering how to establish Power of Attorney in California?

This step-by-step guide walks you through the state-specific process. 👇
https://bit.ly/4efJTJK

Learn how to create a Power of Attorney in California, including key steps, state-specific rules, and how to ensure it’s legally valid and tailored to your needs.

06/09/2026

Wedding season is here. And while everyone's busy picking centerpieces and finalizing seating charts, almost nobody is thinking about the legal merger that happens the moment you say "I do."

Old beneficiary designations. Outdated documents. Healthcare directives that still name a parent instead of a spouse.

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 → https://trustandwill.com/learn/wedding-season-estate-planning

When a client gets married, everything changes overnight. Here's how advisors can use wedding season to open the estate planning conversation.

06/08/2026

Octavian broke into a sacred Roman temple to steal a living man's will—and it started one of the greatest wars in history.

In 32 BC, Octavian seized Mark Antony's will from the Vestal Virgins, broke the seals, and read it aloud in the Senate. What was inside changed everything.

This is Part 1 of the story of how a single document ended the Roman Republic. 🏛️

Save this if you love morbid history no one taught you in school.

06/04/2026

Building a business? 📌 Save this checklist!

Protect your business from the start with the right financial foundations, legal protections, and estate planning. ⬇️