According to HousingWire, a national boutique brokerage called ENRG Realty has struck a partnership with Trust & Will, an online estate planning platform. The deal gives ENRG agents a way to connect their clients with tools for creating wills, trusts, and other estate planning documents. What makes this interesting is that it's positioned as a service for after the home sale or purchase closes, meant to keep the relationship going rather than chase the next transaction.
The way this works in practice is that ENRG agents can introduce Trust & Will's services during closing, annual check-ins with past clients, or whenever conversations naturally turn to protecting the home, family security, or long-term planning. Trust & Will handles the actual estate planning work directly with consumers, while the agents maintain the personal relationship and frame everything around the client's homeownership and life goals. It's a way for agents to show they still care about their clients' wellbeing beyond that first commission check.
ENRG's leadership describes this approach as reflecting their broader philosophy that real estate transactions are deeply personal moments when people are making major life decisions. Rather than viewing a closed deal as the end of the relationship, they want their agents positioned as ongoing advisors who genuinely check in on clients and help them think through what matters most.
This move fits into a larger industry trend, as HousingWire notes. With mortgage rates staying elevated and inventory tight, many brokerages are looking beyond just selling homes. They're building relationships through insurance offerings, home maintenance support, financial planning partnerships, and now estate planning. The thinking is clear: defend your client base, generate referrals, and create reasons for repeat business when transaction volumes are under pressure.
Estate planning tends to come up naturally after someone buys a home, especially for first-time buyers or families who see their house as a major part of their wealth. By connecting this service to homeownership through their agents, ENRG is trying to position itself differently from the typical one-transaction relationship that characterizes so much of real estate.
What I am seeing locally is that our best agents already think this way, staying connected with clients well past closing and looking for ways to add value to their lives. The difference with a partnership like this is that it gives agents a concrete tool to offer, not just good intentions. How many agents will actually use it consistently and build it into their systems will determine whether this kind of partnership makes a real difference in repeat business and client loyalty.
