Trust & Will

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@trustandwill

Helping 1M+ families plan for the future. EstateOS powers AI-driven estate planning for families & financial pros. Featured on CNBC's Disruptor 50.

San Diego, CA trustandwill.com Joined August 2017

408 Following 3.8K Followers 3.4K Posts

Latest posts 5

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Trust & Will @trustandwill Sep 11

Thank you @wealth_mgmt and to the whole T&W team that made this #Wealthies award possible!

Wealth Management Verified account @wealth_mgmt Sep 11

Congratulations @trustandwill Trust & Will, winner of the ESTATE PLANNING: Thought Leadership category of the 2026 Wealth Management Industry Awards! #Wealthies

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Trust & Will @trustandwill 4d

We’re honored to share that Tu Legado won a Silver Belonging & Inclusion Social Campaign award at the @anthemawards! 🏆 This project is a meaningful milestone in our mission to make estate planning accessible to every family.

Learn more about the project: trustandwill.com/learn/tu-legad…

#AnthemAwards #EstatePlanning #AnthemAwards2026 #WebbyAwards

Trust & Will @trustandwill 4d

Thank you to Matt Koppelman for sharing his insight at @FutureProof_HQ!

Trust & Will @trustandwill Nov 2

Only 8% of families say a professional started their inheritance conversation.

Everyone else is waiting for someone to bring it up over Thanksgiving pie, or for a crisis to force it.

Read the full piece: lnkd.in/egV-Zj7h

Trust & Will @trustandwill Oct 28

We're at Finalist at The @anthemawards! 🏆

Vote for "Tu Legado" (Trust & Will) by hitting the "celebrate" button at the link below. ⬇️

celebrate.anthemawards.com/PublicVoting#/…