Trust & Will (@trustandwill) / X

Trust & Will

3,192 posts

Trust & Will

@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

Joined August 2017

Pinned
Trust & Will
@trustandwill
Dec 20, 2025
💰 Enter for your chance to win $1,000! 💰 Are you attending the @holidaybowl Game? 🏈 You could be chosen to go on-field to try your arm at hitting the casket with the football. If you make the shot, you'll win $1,000! And a legacy of bragging rights. Not attending the game?
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Trust & Will reposted
Daniel Goldstein
@Goldstein222
Jun 18
40% of people say they trust AI more than an attorney. There’s a big gap between trusting AI and actually relying on it, especially when the stakes are high. The opportunity is bridging that gap with the right mix of technology, guidance, and experience to deliver what people
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Trust & Will
@trustandwill
Jun 17
Quick: how many types of charitable gifts can your development team name off the top of their heads? If the answer stops at bequests, there's a whole conversation you might be missing—one that could mean significantly more for your mission in the long run.
Types of Planned Giving | Trust & Will
From trustandwill.com
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Trust & Will
@trustandwill
Jun 17
Things people spend more time planning than their estate: - a wedding (avg 12 months) - a vacation (avg 4 months) - a kitchen renovation (avg 6 months) Estate plan: will take you 20 minutes on trustwill.com
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Trust & Will
@trustandwill
Jun 16
Proud to be part of @USAA's new final expense policy, where coverage meets a complimentary estate plan through Trust & Will. Because the people who spent their lives protecting others deserve a plan that protects them back. 🫡 Learn more: lifehealth.com/usaa-life-insu… #USAA
lifehealth.com
USAA Life Insurance Company Expands Portfolio to Help Families Prepare for End-of-Life Expenses
USAA Life Insurance Company is expanding its life insurance portfolio to better serve members at every stage of life with a new life insurance offering designed not only to help cover end-of-life...
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Trust & Will
@trustandwill
Jun 13
What's included in a Will package? Here's exactly what you get with Trust & Will 👇 ✅ Last Will & Testament: name who gets what, and who raises your kids ✅ Power of Attorney: designate someone to manage your finances and legal affairs if you're incapacitated ✅ Advance
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Trust & Will
@trustandwill
Jun 12
Thrilled to announce that for the second year in a row, Trust & Will is a 4-category finalist in the 2026 @wealth_mgmt Industry Awards! 🎉 This recognition celebrates our team's dedication to our clients and the innovative approach that defines our work. #Wealthies
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Trust & Will
@trustandwill
Jun 12
Congrats to the thousands of @SpaceX employees whose equity just changed their lives! If your net worth reached escape velocity today, make sure your estate plan can keep up. We're here to help. #SpaceXIPO #SpaceX #EstatePlanning
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Trust & Will
@trustandwill
Jun 11
One year with @FifthThird. 42,000+ estate plans. $12.6M+ in member savings. $10.1B in protected estate value. This is what happens when a bank puts families first. 💙 Read more about our partnership: trustandwill.com/learn/fifth-th… #TrustAndWill #EstatePlanning
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Trust & Will
@trustandwill
Jun 10
Our Featured Nonprofit Program has already helped facilitate $2.5M in early planned gifts. Thank you @charityjournal and @PokimaAliyu for covering!
Trust & Will reports $2.5 million in early planned gifts after launching nonprofit program
From charityjournal.org
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Trust & Will
@trustandwill
Jun 10
Wondering how to establish Power of Attorney in California? This step-by-step guide walks you through the state-specific process. 👇 bit.ly/4efJTJK #CaliforniaLaw #Caregivers #CaliforniaCaregivers
California Power of Attorney Requirements: How to Get POA
From trustandwill.com
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Trust & Will
@trustandwill
Jun 9
We asked our Financial Advisor Contributor Panel how they use the engagement moment to open the estate planning conversation—and what most advisors overlook when a client's relationship status changes. The best wedding gift nobody gives? An estate plan. Read the full article →
The Best Wedding Gift Nobody Thinks To Give | Trust & Will
From trustandwill.com
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Trust & Will reposted
Daniel Goldstein
@Goldstein222
Jun 8
Most people name an executor and never tell them. The person responsible for managing your estate after you die, filing with the court, notifying creditors, distributing assets to your beneficiaries, often finds out they have that job at the worst possible moment. During
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