#United States #New York #Estate Planning #Trust & Will #Wealth Transfer

Trust & Will Announces Inaugural Industry Event: Guiding Generations

As the largest recorded transfer of wealth in history unfolds, Trust & Will is stepping up to address the complexities of navigating estate planning in the modern world. An astounding $124 trillion is projected to be passed down to heirs and charitable causes in the next twenty years, making the management and transfer of these assets a pivotal issue for individuals and families.

In response to these profound changes, Trust & Will has announced its inaugural event, titled Guiding Generations: The Future of Estate Planning, scheduled for October 23, 2025, at One Liberty Plaza in New York. This full-day event will also be accessible online, showcasing a hybrid format designed to engage a variety of participants from different sectors.

Partnered with FT Live and Financial Advisor IQ, this free, application-only event aims to bring together thought leaders from finance, law, technology, and public policy to discuss how current trends are redefining the interplay between wealth creation, management, and transfer. As families evolve and public policies change, the need for dialogue and direction becomes critical to ensure that institutions keep pace with these trends.

Key Themes for Exploration

Among the topics slated for exploration at the event are:

1. AI and Automation: Attendees will delve into how emerging technologies can streamline succession planning and change the traditional dynamics of advisor-client relationships.
2. Policy and Regulation: The discussion will also cover the necessary steps lawmakers must take to adapt to the realities of digital wealth and international asset transfers.
3. Challenges Ahead: Participants will identify unique obstacles faced by families, firms, and courts as the velocity of wealth transfers increases.
4. Preparing for 2037: With 2037 expected to see the peak of this wealth transfer, the urgency for proactive planning is underscored. Institutions are encouraged to initiate preparations that respond to this imminent shift.

Cody Barbo, CEO and co-founder of Trust & Will, conveyed the vital nature of this event, stating, “Estate planning is undergoing the most significant transformation in modern history. 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.”

About Trust & Will

Founded in 2017, Trust & Will has rapidly emerged as the leading digital estate planning platform in the U.S., amassing a user base of over one million families. The company is dedicated to ensuring that estate planning is simple, secure, and accessible for all, offering attorney-approved solutions tailored to individual states’ laws. Trust & Will has recently launched EstateOS™, an innovative platform designed to enhance legacy planning with AI capabilities.

As a Public Benefit Corporation and certified B Corporation, the company emphasizes its commitment to helping every family leave a meaningful legacy, which is integral to its business model. With over $200 billion in self-reported estate assets, Trust & Will is effectively redefining estate planning as a cornerstone of modern financial wellness.

Event Registration Details

Date: October 23, 2025
Location: One Liberty Plaza, New York
Format: Full-day event, available both in-person and virtually
Cost: Free, with application required to attend.
To register, visit guidinggenerations.live.ft.com/home.

In a world increasingly shaped by technological advancement and societal change, Trust & Will’s event promises to be a pivotal gathering for those invested in the future of estate planning.