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Cody Barbo on Muck Rack

Cody Barbo

As seen in: Forbes, Medium, Fast Company, Detroit News, The San Diego Union-Tribune, ValueWalk, HousingWire, HR Daily Advisor, The Wealth Advisor, Trust and Will
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Articles

Why Estate Planning Now Drives Advisor Growth

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By Cody Barbo
| Trust and Will
New Trust & Will data shows rising financial anxiety is driving clients toward estate planning — and advisors who offer it see stronger retention. By Cody Barbo Founder & CEO, Trust & Will The past year handed advisors a familiar mix of headwinds: sticky inflation, market volatility, shifting trade policy, and clients who feel less certain about the future than they did a year ago.
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Your customers are starting to trust AI more than your experts

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By Cody Barbo
| Fast Company Verified
For years I watched smart people argue over why Americans won’t plan their estates. Too expensive. Too complicated. No one wants to think about death. While there’s some truth to each of these points, our data shows a lot of those barriers are dropping at a rapid rate. Our 2026 Estate Planning Report was based on data from a national survey conducted by Trust & Will between January and February this year, with 5,000 U.S. adults.
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Your clients are about to inherit real estate. Are you ready for that conversation?

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By Cody Barbo
| HousingWire Verified
When a client closes on a home, the transaction feels complete. The loan is funded, the keys are handed over, and everyone moves on to the next deal. But for a growing share of American homebuyers, that moment is only the beginning of the story. The next chapter shows up years later, usually at the worst possible time. A friend of mine inherited his father’s home a few years ago.
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