Trust & Will Announces Strategic Partnership with Carson Group

Financial Planners


Advisor dashboard customizes and streamlines estate planning and probate solutions

San Diego, California

–News Direct–

trust and willthe leading digital real estate planning and payments platform in the U.S., today announced a strategic partnership. carson groupis one of the nation’s fastest growing financial services firms and serves as a real estate planning and probate provider for its advisory network. Through this partnership, Carson advisors can streamline their clients’ estate planning and probate needs, creating actionable documents in all 50 states.

Trust & Will provides wills, trusts and probate solutions to help advisors create estate plans customized to meet individual and family needs. The Trust & Will Advisor dashboard helps financial planners easily implement real estate planning into their operations and protect sensitive financial information with bank-grade encryption and SOC 2 Type II compliance. Since his founding in 2017, Trust & Will has helped nearly 500,000 families plan their estates to leave behind a legacy.

Jamie Hopkins, Managing Partner, Wealth Solutions, Carson Group, said: “We are pleased to partner with Trust & Will to strengthen our range of services and provide our clients with enhanced property planning services and a better experience. I’m excited,” he said. “To earn the reputation of being the most trusted source of financial guidance and support, we understand the importance of providing our clients with the most up-to-date trust and estate planning solutions.Today. Our clients rely on us to help them in their ever-changing financial environment.Our partnership with Trust & Will enables us to secure, grow and monitor our clients’ wealth, ensuring future financial planning for our clients. This includes building a one-stop-shop for real estate, trust and tax services for our clients.Our shared commitment to excellent customer service enables us to work together to achieve our clients’ financial goals.”

Carson Group manages $21 billion in assets and serves more than 46,000 households through an advisory network of more than 460 advisors in 190 offices in 36 states.

“The Carson Group sets high standards for how advisors deliver financial planning. We are thrilled to be partnering with their team. We look forward to joining the network of more than 9,000 actively supporting advisors.” Andrés Mazabel, Head of Advisor Sales at Trust & Will, said:

About trust and will

Trust & Will simplifies estate planning and reconciliation with attorney-approved legally valid documents and processes designed to comply with state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave an estate with an affordable way to create an estate plan or liquidate a loved one’s estate. Our platform uses bank-grade encryption to protect customer data and complies with the highest security standards such as SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members and several major financial institutions. They all believe in our mission to help every family leave a legacy.

About Carson Group

Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, The Carson Group serves financial advisors and investors through three businesses: Carson Wells, Carson Coaching and Carson Partners. Carson Group is an ecosystem dedicated to helping financial advisors reach their full potential by providing marketing, compliance, technology, investment strategy, succession planning, M&A support and coaching. was built. The company currently manages $21 billion in assets and through his advisory network of over 460 advisors in more than 190 offices in 36 states, he serves more than 46,000 households. For more information, please visit www.carsongroup.com.

Carson Partners provides investment advisory services through CWM, LLC, an SEC registered investment advisor. Carson Coaching and CWM, LLC are separate companies, but affiliates and wholly owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advice services.

contact details

trust and will

Daniel Nuzzo

+1 631-807-7772

Daniel@trustandwill.com

company website

https://truststandwill.com

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