Fifth Third Expanding Free Wills Program to Texas, Arizona, and California, Surpassing $10B in Protected Estate Value
The groundbreaking program—delivered in partnership with Trust & Will—has prompted more than 39,000 customers to create wills and 3,000 to establish trusts, saving customers an estimated
Fifth Third remains the only
“Helping people protect what matters most is core to who we are as a bank,” said
The effort is helping close a persistent financial planning gap, as more than half of Americans still lack basic estate documents. Without basic estate documents, families can face lengthy probate delays, significant legal costs, and frozen assets during already difficult times. Fifth Third’s approach helps customers take proactive steps to protect their families and reduce future stress.
“Fifth Third set out to do something no other bank had done—make estate planning a standard part of financial wellness,” said
Fifth Third customers can begin creating their free will or explore trust options by visiting 53.com/trustandwill.
About Fifth Third
Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. Our list of firsts is extensive, and it’s one that continues to expand as we explore the intersection of tech-driven innovation, dedicated people and focused community impact. Fifth Third is one of the few
About Trust & Will
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million 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, 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.
Trust & Will is advancing modern legacy planning with AI-driven innovation, helping families and professionals simplify complex decisions and accelerate collaborative workflows. Our platform supports 26,000+ financial advisors and 145+ 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. With more than one million users and over $300 billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial wellness.
Trust & Will has been consistently recognized for innovation and leadership. In 2026 alone, the company was named to Fast Company's World's Most Innovative Companies, the Financial Times' Americas' Fastest-Growing Companies, the Inc. Regionals: Fastest-Growing Private Companies, Forbes' America's Best Startup Employers, and received the FinTech Breakthrough Award for Personal Finance Product of the Year. The company has also earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists, and was named a winner at the 2025 Wealth Management ("Wealthies") and ThinkAdvisor Luminaries awards, and recognized as a "Rising Star in Estate Planning" in the 2025 Kitces Research on Advisor Technology report.
Learn more at trustandwill.com.
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Sophie Isherwood (Media Relations)
sophie.isherwood@53.com
Matt Curoe (Investor Relations)
matthew.curoe@53.com | 513-534-2345
Source: Fifth Third Bancorp