Saveday Partners with Trust & Will to Enhance Financial Wellness for 401(k) Customers
[Austin, TX] – [March 10th, 2025] – Saveday is excited to announce a strategic partnership with Trust & Will, the leading estate planning and settlement service.
This collaboration provides Saveday’s 401(k) customers with a complimentary will and access to Trust & Will’s streamlined, user-friendly estate planning services—making it fast, accessible, and affordable to create a legally binding will and to build and maintain a trust.
Building on Saveday’s mission to promote holistic financial wellness for owners and employees of small and medium size businesses, the integration of Trust & Will enables customers to not only plan for their unique longterm financial goals but also take critical steps toward safeguarding their assets and that of their loved ones.
"Historically, certain wealth building tools and white-glove financial advisory have not been affordable and accessible. At Saveday, we’re changing that,” said Barry Mione, Chief Investment Officer at Saveday.
“With our partnership with Trust & Will, we're not just offering long-term legacy building but also a strategy for immediate asset protection. Whether you’re a business owner, a landlord, or an investor, this partnership empowers you to take control of your financial wellness in an easy and affordable way,” said Mione.
Trust & Will is celebrated for its simplicity, state-specific expertise, security and affordability, trusted by over 1 million users on the platform.
"Our mission is to empower individuals with the tools and confidence to plan for their future, without the traditional complexity and high costs," said David Weisman, VP, Sales & Partnerships at Trust & Will. "By partnering with Saveday, we’re extending that mission to their 401(k) customers, ensuring they have access to both long-term financial planning and essential estate planning solutions in one seamless experience."
About Saveday
Saveday is committed to helping businesses provide whole financial wellness for their employees, with a 401(k) plus more. Celebrated for its affordability, ease of use and personalized plan consultations, small and medium size businesses choose Saveday to help employees get more out of their total compensation. With the ability to offer benefits like trust & will, self directed investments, customized financial planning, 401K, IRA and profit sharing, Saveday incentivizes teams toward both personal and professional financial growth. Learn more and book a demo at www.saveday.com.
ABOUT TRUST & WILL
Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over 1 million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. With bank-level encryption and compliance with SOC 2 and HIPAA standards, we ensure maximum security and privacy for our members. As a certified B Corporation and the official estate planning provider for AARP members and leading financial institutions, Trust & Will is redefining estate planning for the digital age—making it easier, more secure, and accessible to every family. For more information, please visit trustandwill.com.