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October at Trust & Will

It's someone's birthday 🥳 ...

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It's someone's birthday 🥳 ...
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The Conservator

by Trust & Will

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100% of Trust & Will employees have completed their Estate Plans online at trustandwill.com

Happy birthday to us 🥳

October is a fun month for us and not just because it hosts National Estate Planning Awareness week. It's also our 4th birthday. Hard to believe it all began 4 years ago.

What started as a text message and idea has quickly grown into one of the most convenient, affordable estate planning solutions available.

And spoiler alert... We're close to releasing some exciting new products, including a platform redesign with updated features and a refreshed look and feel.

As a valued member, you’ll be the first to see these upgrades take shape in our platform over the next few months!

We're proud of what we built and even more excited about what's to come.

How it Started

Estate Planning Awareness Week 📅

Oct 18th-24th is National Estate Planning Awareness Week and a great time to check in on your plan. Are your assets up to date? What changes do you need to make? It's the perfect time to share the importance of estate planning with your family and friends.

  • Did you know... Only 44% of Americans have an Estate Plan in place?
     
  • Updating Beneficiaries — With life events, Beneficiaries can change. So it's important to review them often and make updates as needed. 
     
  • Health Care — Estate planning is an opportunity to consider what long-term care may look like for you or your loved ones. 

Read more from Patrick Hicks, our Head of Legal, on why now is the best time to start or revisit your Estate Plan. Read more tips.

 

 

You can help us help more families. Anyone you share your unique code with below can take 10% off their Estate Plan:

https://trustandwill.com/invite/k67bf39q

What's Trending 📈

If it's making news in estate planning, we'll cover it here.

 

Estate Planning Definitions

Unpacking what we're often asked about when it comes to your Estate Plan.

🗄  "Executor" — Think of this as a project manager for your Estate. An Executor is a person or institution appointed by a court who is responsible for carrying out the terms and overseeing the administration of an estate.
P.S. Know an Executor? This free checklist is for them!

 

 

 

 

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