Trust & Will invites you to their event
About this event
Join us for Trust & Will Advisor Office Hours — a dedicated session designed to help you feel confident and supported as you incorporate estate planning into your client experience. During this interactive webinar, we’ll walk through the most common questions advisors have when getting started, including key workflows and best practices highlighted in our Getting Started Guide.
We’ll share practical tips for engaging clients at every stage, from introducing Trust & Will in your discovery process to encouraging clients to complete their documents. You’ll learn simple, effective ways to drive adoption, strengthen relationships, and make estate planning a seamless part of your ongoing service model.
In addition to guided content, we’ll open the floor for live Q&A so you can get personalized support — whether you’d like to join the conversation on camera or stay off-screen. Think of this session as an open, friendly space to clarify anything you’re unsure about, explore new ideas, and make the most of the advisor platform.
Whether you're brand new to Trust & Will or looking to refine your approach, Office Hours will give you actionable takeaways you can start using right away.
Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.
