Trust & Will Premium Implementation for LPL Advisors

Join us for an exclusive session designed for LPL advisors to discover how Trust & Will’s premium estate planning platform can seamlessly integrate into your practice—helping you strengthen client relationships, protect AUM, and drive business growth.

In this webinar, you’ll learn how to:

• Use the Advisor Dashboard to track progress, review plans, and manage referrals efficiently.
• Implement proven engagement models to boost client participation.
• Leverage built-in tools such as AI-powered document extraction and the Estate Planning Framework to uncover planning opportunities.
• Access marketing templates, funding guides, and client education resources to accelerate adoption.
• Compliantly invoice clients for financial assistance related to Trust & Will.

We’ll also share real advisor success stories, including how a Prudential advisor achieved a 25% increase in new planning clients within six months. You’ll leave with actionable strategies, resources, and best practices to make estate planning a cornerstone of your client offering.

This intimate session is limited to just 5 advisors, ensuring personalized attention and interactive discussion. At the end of the presentation, you’ll have the option to turn your camera on and ask questions directly to our team.