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December at Trust & Will

Britney and new year, new name

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Britney and new year, new name
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The Conservator

by Trust & Will

impact

What a year it's been...

With just a few weeks left in the year, we’re taking a moment to reflect on where we’ve been and where we’re going. We invite you and your family to do the same.

A couple of questions to consider: What type of impact do you want to leave on the world? How can you best set yourself and your family up for success?

As for us, we just released our Annual Impact Report. In 2021, we planted 6,735 trees, eliminated over 2 million miles of carbon waste, and continued to push legislation for the adoption of eWills (electronic wills).

We’ve built a business you can feel proud of supporting as our commitment to making a lasting, positive impact in this world remains a top priority.

2021 Impact Report

Wrapping up 2021 🎁

'Tis the season for tips and takeaways:

New year, new name 🎊

After 13 years in a conservatorship, we finally saw Britney Spears win her court battle! #FreeBritney was a win all around... but not an ideal name for our newsletter. “The Conservator” no longer feels right, so help us choose a new name.

Vote now on our Twitter poll:

 

Estate planning definitions

Unpacking commonly asked questions about your Estate Plan.

🗺️   "Community Property State" — "How does my state impact my Estate Plan?", "How do I know if I'm in a community property state?", "Are inheritances considered community property?"

We answer these questions and many more. Community property is essentially everything that spouses own together and acquire during a marriage.

 

One more thing...

We're hiring! Want to join our team? We value our team like family and it shows — voted Inc. Magazine's 2021 Top Workplaces. We're growing fast and looking for talent. See our career opportunities here.

 

 

 

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