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
Summary
Trust & Will marked the first year of its partnership with Fifth Third Bank and highlighted strong customer adoption of free, attorney-approved wills. The program has driven more than 39,000 wills, over 3,000 trusts, and $12.6 million in savings, with customers reporting more than $10 billion in protected estate value. Fifth Third will extend the benefit to hundreds of thousands of additional customers after its Comerica acquisition and brand transition this fall. The article also positions Trust & Will as a digital estate planning platform with broad partner reach across banks, advisors, and other enterprise channels.
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Financial Planning
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SaaS
Legal Tech
Workflow Automation
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Trust & Will
$10M to $25M