Trust & Will invites you to their event

Trust & Will for Advisors: Product Demo for LPL Financial

About 45 minutes

About this event

Trust & Will for Advisors was recently added to LPL's Affinity Program!

You now have access to our estate planning solution at a 15% discount exclusively for your clients—enabling you to deliver more comprehensive planning.

Join us for a product walkthrough tailored for LPL Advisors where we'll cover:

  • Trust & Will product experience
  • Tracking and uncovering opportunities through the advisor dashboard
  • How to activate your exclusive discount
  • Q&A session

We look forward to seeing you there.

Thank you!

Hosted by

  • Guest speaker
    JR G
    Jared Russ LPL Financial

  • Team member
    T
    Trust & Will for Advisors Team Webinar Host @ Trust & Will

    The leading estate planning platform, enabling financial advisors to provide more comprehensive planning.

  • Team member
    T
    Andres Mazabel Head of Advisor Solutions @ Trust & Will

    Enabling 10,000+ financial advisors to provide more comprehensive planning through estate planning.

  • Guest speaker
    G
    Geoffrey Griffin LPL Financial

  • Team member
    T
    Brian Lee Advisor Implementation Specialist @ Trust & Will

Trust & Will

Estate Planning, made easy.

Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.

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