Trust & Will Announces Inaugural Industry Event, Guiding Generations: The Future of Estate Planning

Exploring the $124 Trillion Wealth Transfer, the Rise of AI and Technology, Policy Shifts, and the Changing Dynamics of Families and Finance

SAN DIEGO, Sept. 23, 2025 /PRNewswire/ -- The largest intergenerational wealth transfer in history is underway, with an estimated $124 trillion set to pass to heirs and charitable causes in the U.S. over the next two decades. At the same time, rapid advances in artificial intelligence, digital assets, and automation are reshaping how wealth is created, managed, and transferred. Add in evolving family structures, shifting public policy, and global regulatory changes, and the future of estate planning is at a historic crossroads.

To address these seismic forces, Trust & Will is launching its inaugural industry event, Guiding Generations: The Future of Estate Planning, on October 23, 2025, at One Liberty Plaza in New York, with in-person and virtual attendance available. In partnership with FT Live and Financial Advisor IQ, the full-day, free (application-only) event will convene leaders across finance, law, policy, and technology to explore how these trends will redefine the "legacy economy" leading up to the 2037 peak of the wealth transfer.

The future of estate planning extends far beyond wills and trusts. It sits at the intersection of finance, technology, law, and society. Institutions must move quickly to modernize, or risk falling behind as trillions change hands across generations. Guiding Generations will provide attendees with the insights, foresight, and connections to navigate this new era, with four central takeaways:

• AI and Automation: How emerging technologies will scale succession planning and redefine the advisor-client relationship.
• Policy and Regulation: What global lawmakers and regulators must do to keep pace with digital-first wealth and cross-border assets.
• Challenges Ahead: The unique obstacles families, firms, and courts will face as wealth transfers accelerate.
• Preparing for 2037: Why the peak of the wealth transfer demands urgent action today, and the steps institutions must take to be ready.

"Estate planning is undergoing the most significant transformation in modern history," said Cody Barbo, Co-Founder and CEO of Trust & Will. "With trillions of dollars and entire family legacies at stake, Guiding Generations will convene the experts and innovators driving the conversation; not just about where we are today, but where we must be by 2037."

Event Details

Event: Guiding Generations: The Future of Estate Planning
Hosted by: Trust & Will, FT Live, and Financial Advisor IQ
Date: October 23, 2025
Location: One Liberty Plaza, New York & Online
Format: Full-day event, in-person and virtual
Cost: Free, application required

Register: guidinggenerations.live.ft.com/home

About Trust & Will
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions empower Americans to create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. As a certified B Corporation and Public Benefit Corporation (PBC), our mission to help every family leave a meaningful legacy is embedded into our business model, ensuring estate planning is accessible, affordable, and inclusive for all.

In 2025, we introduced EstateOS™, the first intelligent platform built to modernize legacy planning and preservation. EstateOS powers connected estate plans for families and offers AI-enabled workflows, document extraction, and client collaboration designed specifically for professionals.

Today, our platform supports 20,000+ financial advisors and 200+ enterprise partners, including banks, financial institutions, attorneys, nonprofits, real estate agents, and technology platforms. Notable partners include AARP, Fifth Third Bank, UBS, USAA, LPL Financial, and Northwestern Mutual. By enabling diverse professionals and organizations to integrate digital estate planning into their services, we're broadening estate planning access and fostering proactive, multi-generational financial conversations.

With more than one million users and over $200 billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial wellness. Recognized for innovation and leadership, we have earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists.

Learn more at trustandwill.com or about our commitment as a certified B Corp.

SOURCE Trust & Will