Trust & Will, the leader in online estate planning in the U.S., announces its strategic relationship with major banking institution, Fifth Third Bank, the 15th largest bank in the U.S. The company joins the bank’s portfolio of fintech partners and will provide exclusive savings on Will and Trust-based Estate Plans for its customers.
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The new relationship addresses the burgeoning need for accessible estate planning during COVID-19 and brings holistic financial health into focus during a time when companies and customers need attainable tools to help navigate these unprecedented times. The relationship will set up Fifth Third Bank customers for long term financial success and planning for the future.
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“We are thrilled to announce our relationship with Fifth Third Bank to help better serve their customers as they look for guidance in estate planning during these challenging times and beyond,” said Co-Founder and CEO of Trust & Will, Cody Barbo. “A strategic partnership with one of the largest banks in the country solidifies the need for a modern approach to Trust and Estate Planning. We are grateful to bring our best in class estate planning solution to millions of additional Americans, and more importantly, the opportunity to provide peace of mind.”
Since 2017, Trust & Will has helped more than 100,000 members start their estate plans and demand for the company’s estate plans have more than doubled since March 2020 as a result of the recent pandemic. Through the commencement of this relationship, Trust & Will now has the ability to offer their services to the bank’s 1,100+ branches and customers across 10 states.
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