ENRG Realty has formed a partnership with Trust & Will that brings estate planning tools into the brokerage's client engagement process.
Under the arrangement, ENRG agents can introduce will and trust resources when a transaction closes, extending the conversation beyond the immediate purchase or sale of a property.
The tools can also be raised during annual follow-ups with clients, creating another touchpoint for discussions involving long-term ownership and household planning.
The partnership reflects a broader effort to connect real estate transactions with related financial and legal planning needs. Details of the arrangement were reported by HousingWire.
