Carson Group Taps Trust & Will Capabilities for Advisors

What You Need to Know

Carson advisors can now create ready-to-execute estate planning documents in every state.
The partnership will allow Carson advisors to access the Trust & Will advisor dashboard, which will help implement estate planning into their practice.
Advisors will be able to deliver a better experience for clients, says Jamie Hopkins of Carson Group.

Carson Group and Trust & Will announced a new partnership this week that will allow Carson’s network of advisors to address their clients’ estate plan and probate needs via Trust & Will’s document generation dashboard.

Through this partnership, according to the firms, Carson advisors will be able to address their clients’ estate plan and probate needs efficiently and effectively, with the ability to create ready-to-execute documents in all 50 states.

In a statement announcing the partnership, Jamie Hopkins, managing partner of wealth solutions at Carson Group, says the collaboration will enhance Carson advisors’ range of services and deliver an expanded estate planning offering and better experience for clients.

“We understand that to earn the reputation of being the most reliable source of financial guidance and support, it’s crucial to provide our clients with a modern trust and estate planning solution,” Hopkins adds. “The future of financial planning will include creating a one-stop shop for estate, trust and tax services for clients.”

As detailed in the announcement, the Trust & Will advisor dashboard helps financial planners implement estate planning into their practice and secures sensitive financial information with bank-level encryption and SOC 2 Type II compliance.

“Carson Group has set high standards on how advisors deliver financial planning — we’re thrilled to be partnering with their team,” adds Andres Mazabel, head of advisor sales at Trust & Will. “We look forward to this network joining more than 9,000 advisors who are actively helping families secure their legacy through our platform.”

Responding via email to a list of questions shared by ThinkAdvisor, Carson’s Erin Wood, a senior vice president of financial planning who helped develop the new collaboration, says advisors have been expressing a desire to have a simple trust solution at a reasonable price.