Trust and Will

Most Americans now expect their financial advisor to help with estate planning, and most who have an advisor would leave one who does not. In Trust & Will's 2026 Financial Advisor Report, 61% of Americans say advisors should offer estate planning as part of their services, and 68% of advised clients say they would consider switching to another advisor that offers it. Among advised Gen Z and Millennial clients, that figure is roughly 8 in 10.

The itinerary is booked. The hotel confirmations are in a folder. The restaurant reservations are made. Families in full summer travel mode tend to plan with impressive precision. Every detail accounted for, every contingency covered. Except one… As Ryan L. Goldschmitt, founder and managing director of Geminus Wealth Partners, puts it: "My clients plan their trips down to the restaurant reservations.

Trust & Will and Fifth Third Mark One Year of Free Wills, $10 Billion in Protected Estate Value, and Hundreds of Thousands of New Customers Ahead The nation's first bank to offer free wills to all customers marks a year of impact, with more than 42,000 estate plans redeemed, $12.6 million in customer savings, and hundreds of thousands of new customers set to gain access this fall SAN DIEGO, CA — June 11, 2026 — Trust & Will, the leader in online estate planning, today announced that its...

One of the biggest reasons people hesitate to create an estate plan online is the fear of being on their own. They worry that if they hit a confusing question, run into something they don’t understand, or have a situation that feels too complex, there won’t be anyone to help. We hear it all the time: "I’d be more comfortable working with someone." And we get it. Estate planning is personal, it’s important, and it’s not something you do every day.

Estate planning can feel like a big undertaking, but most of the work isn’t paperwork. It’s thinking. The questions you’ll face as you create your plan are deeply personal, and taking some time to think them through before you sit down can make the entire process feel simpler and less stressful. You don’t need to have all of the answers right now. You can always update your plan as your life changes.

There's a particular kind of exhaustion that comes from being needed in two directions at once. You're helping your teenager figure out college applications. You're also fielding calls about your parent's medications. You're planning for the future your kids will inherit. And you're quietly trying to hold together the current reality your parents are navigating. This is life in the sandwich generation—and it is increasingly the reality walking through advisors' doors.

Creating a Last Will and Testament is one of the most responsible financial decisions you can make. It means you’ve thought about what happens to your assets and who takes care of the things that matter to you. That puts you ahead of the 56% of Americans who have no plan at all. But a will has limitations that most people don’t discover until it’s too late, and the people left behind are the ones who feel the impact. What Your Will Does Well A Last Will and Testament is an essential document.

When most people hear the word "trust," they picture a wealthy couple sitting across from a gray-haired attorney, dividing up a sprawling estate among their children. It’s one of the most persistent misconceptions in personal finance, and it could be costing you. The reality? A Revocable Living Trust isn’t defined by how much you own or whether you have a family. It’s defined by what you want to happen with what you do have, and how much hassle you want to spare the people you care about.

April is Financial Literacy Month—and there's no better time to talk about the one topic most of us were never taught in school: how to build real, lasting wealth. We sat down with Em, the certified money coach and personal finance creator behind @heyfrienditsem, to talk about her journey from growing up in poverty to becoming a self-made millionaire in her 30s. No trust fund. No crypto windfalls. Just a decade of intentional money habits—and a passion for helping others do the same.

New Trust & Will survey of 5,000 U.S. adults reveals estate planning gaps, shifting legacy expectations, generational divides, AI attitudes, and what it takes to get people to act. By Mark LoCastro Content & Comms, Trust & Will Most Americans know they should have an estate plan. The majority have not made one. That gap between knowing and acting is one of the most durable findings in estate planning research, and the Trust & Will 2026 Estate Planning Report confirms it is still wide open.