Trust & Will

Election outcomes may be uncertain, but your estate plan doesn’t have to be. Discover ways to stay prepared no matter what happens at the polls!

Take notes ✍️ If you’ve gone through any of these life updates recently, it’s time to take another look at your estate plan!

It's the queen's 🐝-day! So we asked AI to write Beyoncé's Last Will and Testament. Scroll to catch the highlights, or head to the link below for the full article on our Learn Center!

https://trustandwill.com/learn/we-asked-ai-to-write-beyonces-will

Spoiler alert: In the end, her butler was the only one who got what he was slated.

Plan like a pro, win like a champion! 🥇

When looking for your financial advisor perfect match, what are you looking for? Would you work with the same advisor as your parents?

According to our 2024 Millennial Study, 48% of Gen Z prefer to work with the same advisor as their family members 🤔

Read our full study here: https://bit.ly/3JtIvEh

When it comes to estate planning, the younger generations don't want to do it alone.

According to our 2024 Millennial Study, 57% of both Millennials and Gen Z seek professional guidance from a financial advisor to navigate estate planning complexities.

Read our full study: https://bit.ly/3JtIvEh

Gen Z is planning for the future 🗒️

According to our 2024 Estate Planning Study, 32% of their generation are prioritizing financial advisor services this year.

Is working with an advisor on your to-do list?

We love hearing from you!
If you need a sign to get started—this is it! Set up an affordable, online estate plan today.

When you walk past your neighborhood deli, hair salon, or flower shop, you’re not thinking about these businesses' financial futures or succession plans. But this is a monumental issue that drives a significant portion of the national economy.

The smooth transition of businesses from generation to generation not only impacts the owners, but also the family legacy, its employees, its customers, and its community. Explore the implications of this with the TV show “The Bear.” Plus, read more insights in our new article at the linkbelow!

https://trustandwill.com/learn/financial-planning-lessons-from-the-bear

Protect your family, your assets, and your legacy—no matter what comes next. Our estate plans are affordable and flexible, so you can face the future with confidence.

Estate Planning - Create an Online Will and Trust | Trust & Will Estate planning with Trust & Will is the easiest way to create, edit, store, and share your Trust or Will legal documents. Create an estate plan today!

From our 2024 Millennial Study, we learned that 48% of respondents are interested in having a financial advisor help with estate planning, highlighting a significant demand across generations.

Have you worked with a financial advisor? What tips do you have for people who are looking to get started?

Do you want your family to have access to your digital life after you pass away?

Gen Z said no thank you!

Read our full Millennial Study: https://bit.ly/3JtIvEh

Research shows that Millennial charitable giving has increased significantly in recent years.

These are the top 5 charities listed in our 2024 Millennial Study. Which nonprofit organization do you support throughout the year? Tag them below!

A common barrier to completing an estate plan is simply a knowledge gap.

How do I get started?

What happens if I die without an estate plan?

That's why our goal is to make the process as simple and straightforward as possible.

Let's close the knowledge gap. Visit our Learn Center to learn more about estate planning, settlement and everything in between: https://bit.ly/487dl0b

Tom and Ariana were together for 9 years before their relationship ended. But what happens to the home they share together? And their 3 pets?

Yes, we're talking about Scandoval 😂

There's a lot you can learn about the importance of estate planning from the scandal that took over reality TV!

Let's dive in: https://bit.ly/3W9jxlp

Lessons from Scandoval | Trust & Will Are you a fan of Bravo’s “Vanderpump Rules”? Find out how to leverage the law to better protect yourself with Trust & Will.

In navigating their final arrangements, Millennials distinguish themselves with a nuanced approach to estate planning.

Their preference for cremation, at 50%, positions them between Gen Z at 33%, and Boomers, who lead at 67%.

https://bit.ly/3JtIvEh

“He’s showing and telling the importance of succession planning as an ongoing conversation. He also recognizes that things change. In years and decades past, his kids weren’t ready to be executors, now they are." - Cody Barbo

Read more via Yahoo Finance:

9 Lessons We Can All Learn From Warren Buffett’s True Rags-to-Riches Story Warren Buffett, aka "the Oracle of Omaha," is a worthy icon in the finance space. He built his massive fortune from scratch and shares his wisdom to help others be successful investors. Americans can...

Many Millennials believe they will never own a home.

How will this affect the future wealth transfer in America?

Dive into our 2024 millennial estate planning study to learn more: https://bit.ly/3JtIvEh

"Millennials still need to learn what their parents' estate plans are and if they even exist."

We chat with ConsumerAffairs about our 2024 Millennial Estate Planning Study and what younger generations can do to get started on their estate plans:

Millennials are dragging their feet when it comes to estate planning A new study says that when it comes to things like end-of-life trusts and financial plans, most millennials aren’t as concerned as maybe they should be.

Millennials 🫶 pets

🎉 Today, we released the findings of our 4th annual study "Planning Through the Pressure: The Millennial Approach to Estate Planning."

Here are some key findings:
🤔 62% of Millennials don’t have a Will or Trust. Only 36% have prepared for the future.

👨‍👩‍👦 Only 58% of Millennials have discussed estate planning with older generations in their family, including when they were growing up.

👏 Surprisingly, 33% of Gen Z have an estate plan, catching up with older cohorts.

📱 56% of Gen Z and 39% of Millennials do not want their families to have access to their emails, direct messages, and texts after they’re gone.

🐶 83% of Millennial pet owners assigned a guardian specifically for their animals.

Read the full report: https://bit.ly/4aNr9xM

We will be taking a company-wide Spring Break through Wednesday, April 3rd. It's important that our team takes time to break away from work, recharge and spend quality time with family and loved ones.

We'll be back online on Thursday, April 4th! ☀️

BIG thank you to our member support team, who will stay online to support our members.