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ENRG Realty partners with Trust & Will to offer online estate planning

The brokerage says Trust & Will will work directly with consumers on wills and trusts, with agents introducing the service during annual post-closing check-ins.

Reported · Written up by our desk · Industry

ENRG Realty has partnered with online estate planning platform Trust & Will to give its agents a new way to connect clients with wills and trusts tools after a home sale or purchase, HousingWire reports.

The Seattle-based brokerage said the offering is designed to support post-closing relationships through annual check-ins and life-stage conversations tied to homeownership and long-term goals.

HousingWire also reports that Trust & Will will work directly with consumers on estate planning, while ENRG agents introduce the service and keep the discussion connected to the client transition around the transaction.

ENRG Realty described the effort as an extension of how agents help clients through major life changes, according to HousingWire.

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