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June Updates from Trust & Will

Our Founding Fathers, Lots of Pride, & Juneteenth

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Our Founding Fathers, Lots of Pride, & Juneteenth
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The Conservator

by Trust & Will

fathers day

Happy Father's Day from our founding fathers.

We’re truly grateful for all of our members, and continue to build our product to best fit your needs. We've recently added a Certificate of Trust document to our Trust plans in all 50 states, and have even more exciting product updates below.

May was a big month for us, and June feels even bigger. We'll honor Juneteenth, host a free webinar: How to Fund Your Trust, celebrate Women in Engineering, and get to enjoy Father’s Day — in person. Quick shoutout to our founders (all dads, pictured above) for making a difference in the lives of so many families.

Our Story: Friends -> Founders -> Fathers

 

A month of pride.

For same sex couples, Estate Planning continues to be complicated. We make it a bit easier to understand with our 7 Estate Planning Tips for LGBTQ+.

A few other dates to save & notes of importance:

  • Juneteenth - For the second straight year we're donating a portion of our sales on Juneteenth to Equal Justice Initiative
     
  • Our CEO's Forbes article: How the Estate Planning Industry is Evolving
     
  • June 23rd - Save the date. We release our Women in Engineering post featuring the women who built Trust & Will 💅
  • The Brit is Back. On June 23rd, Britney Spears speaks in court over her Conservatorship trial (yup, we're here for #freebritney)

 

 

State of mind.

We've got you covered. If there's any state specific Estate Planning laws you need to be aware of, we'll let you know.

  • 🗽 New York is making a change to their Power of Attorney documents. NY members, you'll receive a separate email with action to take. Can't wait? Read more about it here
     
  • 📝  Arizona and Indiana were feeling left out of the announcement party, so we added them to our states with digital Notaries (Read more about our digital Notary service here, + more states coming soon!)

 

Baby, you're a firework. 🎆

July's calendar provides plenty of opportunities to talk with your family about Estate Planning (4th of July BBQ, Father/Daughter Day, National Parent's Day, and more!).

  1. 🇺🇸  4th of July: A brief history of Estate Planning in America
  2. 👧   7th of July: Father and Daughter take a walk day
  3. 💰  National Lottery Day: How winning may change your Estate
  4.  👴  + 👵  National Parent's Day: Estate Planning with the Parents

 

 

In the news.

Trust & Will named as one of Inc. Magazine's 2021 Top Workspaces.

 

 

 

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