Trust & Will invites you to their event
About this event
LPL advisors: are you ready to simplify estate planning and turn it into a growth engine for your practice?
Join Trust & Will, LPL’s exclusive estate planning partner, for a step-by-step walkthrough of how leading advisors are seamlessly integrating estate planning into their services—with compliance, client value, and process top of mind.
In this practical session, you’ll learn:
1) Why estate planning is gaining traction across LPL (+ tips from top advisors)
2) How to implement it efficiently within your workflow (Do's AND Dont's)
3) What to know about LPL’s compliance requirements (word for word guidance by LPL)
4) Best practices from a fellow LPL advisor who’s doing it right
Whether you're just getting started or looking to enhance your current approach, this webinar is your playbook for building a more holistic, future-ready practice with Trust & Will.
- Designed for LPL advisors
- Actionable guidance, not theory
- Free tools & resources to get started fast
Hosted by
I empower advisors to grow their businesses with bold marketing strategies and cutting-edge tech!
Enabling 10,000+ financial advisors to provide more comprehensive planning through estate planning.
Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.
