Trust & Will
Trust & Will

Free Webinar: How to create your Revocable Trust with Trust & Will

Email sent: Feb 2, 2021 10:16pm
Join us for this free hands-on webinar to get help setting up your Trust!
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Stuck with your Trust?

Hi There,

We noticed you haven't finalized your plan,
but don’t worry, we're here to help.

Don’t hold back now...

Hi ,

We noticed you haven't finalized your plan, but don’t worry, we saved your documents.

My Plan
My Plan

Join our free webinar.

Allison, from our Member Success team will walk through how to complete your Trust-based Estate Plan, answering commonly asked questions along the way!

Date: Thursday, February 11th

Time: 12PM PST

Planning made possible.

Our comprehensive Trust makes preparing for your future uncomplicated. Each plan is built by attorneys and customized by you, so you can ensure the things you care about are always in good hands.

Jump right in and complete your plan with ease.

Register Now
Go To Documents

What we will cover.

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How to get started & what you'll need

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Overview of your account and what's included

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How to make your documents legally binding

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And so much more!

 

 

We got it covered.

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Nominate child and/or pet guardians

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Decide who will handle your affairs

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Leave specific gifts

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Determine how your assets will be distributed

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Exclude individuals from receiving your property

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Note any special requests

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Avoid probate court & more!

 

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Trust & Will 961 W Laurel St San Diego, CA 92101

 

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Sent with ♥︎ from San Diego, California

No longer want to receive these emails? Unsubscribe.
Trust & Will 961 W Laurel St San Diego, CA 92101

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