Estate Planning Solutions for Real Estate Agents

Partner with us to enhance your portfolio with comprehensive estate planning solutions, providing your clients with robust protection and effective legacy management.

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Join our network of real estate agents

Real estate agents play a crucial role in helping families build and protect their wealth through property investments. By partnering with us, you can expand your services to include helpful estate planning solutions that secure and preserve your clients' legacies.

As a real estate professional, you should feel empowered to enhance your client services through integrated estate planning strategies. So join our network to:

  • Provide clients with holistic estate planning solutions that safeguard their real estate assets and more.
  • Collaborate with estate planning experts to integrate property assets seamlessly into clients’ estate plans, ensuring their wishes are honored.
  • Gain access to specialized tools and resources designed to educate families on the importance of estate planning.
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Interested in working with us?

Empower your clients to achieve their fullest potential with a robust and personalized estate plan, securing what matters most.

Reach out if you’re interested in learning more about our network.

Real Estate Agents & Estate Planning: FAQ

By incorporating estate planning into your services, you can provide comprehensive solutions to clients, ensuring their real estate assets are protected and integrated into their overall financial and legacy plans.

Our solutions enhance your offerings by providing tools to address clients' estate planning needs, fostering stronger client relationships and potentially expanding referral opportunities.

While specific certifications can be beneficial, Trust & Will provides resources and support to help you navigate estate planning discussions with clients, leveraging your existing expertise in real estate.

Trust & Will offers a range of estate planning and settlement services including wills, trusts, and probate services that can be tailored to accommodate real estate assets and client preferences.

Reach out in the form above to learn more about partnership opportunities. Our team can provide guidance on integrating estate planning services into your practice and support you through the process of becoming a trusted resource for clients' comprehensive financial and legacy needs.