2023年6月21日

信任&將領先的數字遺產規劃和結算平台在美國,今天宣布一項協議,為美國提供折扣遺產規劃服務的雇員瑞銀的企業客戶,參與職場瑞銀財富解決方案的財務健康計劃。信任和將提供了一種簡便,安全的方法來創建網上遺囑和信托,能夠定製法律遺產規劃文件,堅持個人州和縣的指導方針。該平台使用銀行級別的加密保護客戶數據和符合最高的安全標準,包括2和HIPAA SOC。自2017年推出以來,信托將幫助了近500000個家庭建立一個房地產計劃創建一個遺產。“流感大流行已經極大地改變我們的觀點談到工作,和我們的預期的雇主時提供全麵的福利,包括教育和資源為退休、金融知識,和股票計劃,”科迪Barbo說,首席執行官和創始人的信任和意誌。“信任&,我們驕傲我們屢獲殊榮的公司文化和感激的機會幫助建立全國更有價值的工作場所通過瑞銀金融健康。"瑞銀根據最近的研究,68%的員工認為公司有責任幫助他們實現高水平的金融健康,尤其是年輕一代,他們將很快超過美國一半的勞動力。此外,10 Gen的八個Z和新生代員工向他們的公司尋求幫助的總體財務狀況。“我們期待幫助員工的企業客戶獲得信任&將數字遺產規劃的能力,這將為他們提供更強的控製他們的財務生活,”邁克爾·巴裏說,瑞銀(UBS)工作場所負責人財富解決方案。“許多人沒有最新的遺囑或房地產計劃,以及獲得這些工具將幫助他們準備未來,塑造他們的遺產,並提供一定程度的支持他們的親人和清晰。“關於信任和信任和將與attorney-approved簡化遺產規劃和結算,合法有效證件和流程設計堅持個別國家的指導方針。 Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice. ABOUT UBS WORKPLACE WEALTH SOLUTIONS UBS Workplace Wealth Solutions collaborates with corporate clients to deliver customized solutions across a range of programs for the workplace, including financial wellness, retirement and equity plans. We currently provide more than 10,000 employers and their two million employees in over 150 countries with access to financial knowledge, benefits programs that prepare them for retirement, and an integrated experience that combines the right mix of people and technology. We work side-by-side with our clients so that everyone feels rewarded at work and optimistic about realizing their long-term financial goals. To learn more about UBS Workplace Wealth Solutions, contact WorkplaceWealth@ubs.com or visit ubs.com/workplacesolutions.