Trust & Will is a company that provides an online platform for creating estate plans, including trusts and wills.

Trust & Will

Lucent Financial Planning provides financial and wealth planning advice, helping individuals and business owners organize their finances and plan for retirement.

Lucent Financial Planning

Hi, we're Trust & Will. We're on a mission to help every family to leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible.

We're backed by leading names in venture capital and we are the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy.

We're always looking for talented people to join our 100% remote first team - come join a B Corporation and an Inc. Best Workplace award winner that's changing an industry and helping millions of families along the way.

*Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice. 

AARP

Actium Funds

Fifth Third Capital

Luma Launch

Rosecliff Ventures

Hack VC

Halogen Ventures

Jackson Square Ventures

Northwestern Mutual Future Ventures

Noah Kerner

USAA

American Express Ventures

SEI Ventures

It was so great to catch up with our rockstar government affairs team from The RXN Group! To surround yourself with such amazing and smart people like them, provides you the feeling that anything is possible. Thank you Sam Taussig and Kristina Howard for making such a huge impact on Trust & Will' s mission of making such a difference throughout the country around digital estate planning and settlement. Exciting things to come!

Calling all financial advisors! 📢  Curious about how to best implement estate planning in your practice? Join us for a webinar with Wealthbox, during their Workflows Week on July 16th @2pm ET, to see a proven and scalable way to integrate estate planning into your practice. Register at the link below!

https://bit.ly/3zGfljX

We're helping more than 10,000 financial advisors and firms deliver peace of mind to their clients by offering a comprehensive estate planning solution.

Alaric Goth, Financial Advisor, shares how our advisor platform has made estate planning more accessible for his clients.

Need more info? Visit trustandwill.com/advisors!

🎉 Our government affairs leaders, Doug Luftman and Mitch Mitchell, have spent the past six months advocating for digital estate planning legislation in several states. 

We’re proud that our efforts resulted in the enactment of the Uniform Digital Electronic Estates Planning Document Act (UEEPDA) in Washington, Colorado, and Oklahoma! This is a significant step toward making estate planning more accessible, affordable, and convenient for everyone.

While there’s still plenty of work ahead, each year brings us closer to revolutionizing how people create their estate plans online. Here’s to continued progress and innovation! 🌟

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. 

Advisors - have you started working with Gen Z? How do their needs differ from older generations?

UPCOMING WEBINAR REMINDER: Join us Thursday, July 11th at 2pm ET for a CE-eligible discussion with Mitch Mitchell, Andres Mazabel, and Brandon Tucker from eMoney to learn how to navigate life’s milestones in estate planning. Register at the link below.

https://lnkd.in/e9xp_6ua

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Company Name	Trust & Will	Lucent Financial Planning
Symbol
MSH ID	COM:TRUSTANDWILL	UK:CO:LUCENTFINANCIALPLANNING
Market	PRIVATE	PRIVATE
Sector	Technology	Financial Services & Finance
Industry	Legal Technology	Financial Planning
Country	US	GB
Stage	Series B
Employee Count	100
Website	trustandwill.com	lucentfinancialplanning.co.uk
LinkedIn	trustandwill
Founders

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Monthly Web Traffic	775.09K
Web Traffic Growth	0.27
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COM:TRUSTANDWILL

Trust & Will

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