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2021 year-end check in

Did you make any of these changes this year?

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Did you make any of these changes this year?
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Hi there,


Congratulations on taking the first steps towards creating your Estate Plan!

With the end of the year quickly approaching, we’re checking in with you to make sure you and your family are covered for whatever lies ahead.

If you recently:

  • Moved states
  • Bought or sold a home
  • Introduced children or grandchildren to the family
  • Had any significant changes to your life or financial situation

Then completing your Estate Plan is more important than ever! So, why not use the holiday season and new year to consider your finances, family, and future?

Today through 1/3/22 take 20% off your Estate Plan with promo code: NEWYEAR20.

Apply Code Now

As always, you can email our team at [email protected] with any questions.

Here to help,

Meg P.
Team Trust & Will

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