Trust & Will
Trust & Will

2020: That's a Wrap🎁

Email sent: Dec 29, 2020 4:15pm
The year may be ending, but we've got a lot left in store...
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The Conservator

by Trust & Will

Hi there,

There's no denying it — this year was tough for everybody... But there's still so much to be thankful for. With the holidays in our rear view mirror and the new year quickly approaching, we're taking some time to reflect here at Trust & Will.

In 2020 we have:

  • Doubled the size of the Trust & Will team 

  • Created initiatives to support our frontline heroes and teachers

  • Taken steps to reduce our carbon footprint as a company

  • And more...

That's why we wanted to create our first annual Trust & Will Impact Report. We will use this report to track our social and environmental initiatives and plan on revisiting it every year to monitor our growth. 

We know we have a lot of room for improvement, which is why we're so excited for you to join us on the 2021 ride! 

Review Our 2020 Impact

Because Trust & Will's 2021 mission is to help as many families as possible have a plan in place for their futures, we are offering our Conservator Subscribers an exclusive discount.

Just use code NEWYEAR15 at checkout for 15% off your Will or Trust. 

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In other Trust & Will News...

Have a little extra down-time this holiday season? We've got some fun (Yes...We think Estate Planning can be fun😉) new Estate Planning content on our Learn Center! 

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When Should I Start My Estate Plan? (Hint: Probably Now) 

So when is the right time to start thinking about Estate Planning? By paying attention to certain life milestones, you can identify the right time to take care of each of your estate planning needs; like nominating guardians for your children, writing your Will or creating your Trust..Read More

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Famous Celebrity Wills & How to Avoid Their Same Fate

If the famous Wills of celebrities reveal anything, it’s that Estate Planning (whether you’re worth $100 or $100 million) is not a subject that should be taken lightly. Read the stories of Aretha Franklin, Prince, and Robin Williams to better understand the importance of having a thorough Estate Plan...Read More

trust & will beneficiary

Step by Step Guide to Setting Up a Family Trust

A Family Trust can be the right choice for those who want to put something in place to care for their loved ones and their legacies. So if you’re looking for a way to set up your estate to offer financial benefits and more, then you may want to consider a strategic plan like a Family Trust... Read More
 

That's all for now! From our Trust & Will family to yours...Have a Happy New Year and Cheers to 2021🎉 

As always, keep an eye on your inbox for more from The Conservator by Trust & Will. 

 

Trust & Will is the easiest and most trusted way to create your Estate Plan online.

We've helped thousands of people create a complete Estate Plan in minutes using our simple online process.  Our expert team is standing by to help you through every step of the process. Most people finish everything in as little as 15 minutes. 

 

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