AI Prospecting for Trust & Will

For 2025, financial advisors using Trust & Will are focusing on several key areas: - **Estate Planning**: Advisors like Domenick D’Andrea and Vinee Mehta are prioritizing the incorporation and regular review of estate plans for all clients, regardless of asset amount[1][3]. - **Community Engagement**: Advisors aim to build stronger community ties, such as Ricks' efforts to support individuals with disabilities and their families[1]. - **Marketing and Networking**: There is an emphasis on content marketing and building Centers of Influence, particularly with CPAs and estate attorneys[1]. - **Tax Updates**: The federal gift and estate tax exclusion has increased to $13,990,000 per individual, and the annual gift tax exclusion is now $19,000 per recipient, effective January 1, 2025[5].

Trust & Will has been announced as the presenting partner of San Diego FC's 2024 Chrome Ball Tour, a community engagement platform. This partnership aims to spread awareness about the importance of estate planning and empower the community to take control of their financial affairs[5].

For 2025, financial advisors using Trust & Will are encouraged to ensure all clients have up-to-date estate plans, with Vinee Mehta planning to review clients' estate plans in May to ensure they reflect current wishes and circumstances[1][3]. Additionally, the platform highlights the importance of regular reviews triggered by life changes such as moving, new family members, or changes in beneficiaries[3].