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Something 🆕 — October at Trust & Will

What's probate got to do with it!?

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What's probate got to do with it!?
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🆕  Introducing Probate by Trust & Will
 

From the very beginning, our mission has been to further empower families in continuing their legacies. 

Starting this October, we're introducing our latest solution, Probate.

Why Probate? We’ve spent years educating our members and the public on the challenges of the probate process. And while having a strong estate plan in place is still a necessity, probate is what happens after you pass away — in other words... it’s what puts your estate plan’s efficacy to the test.

Let's face it, post-death logistics can be messy, complicated, and expensive (not to mention stressful). So much so that they can deter families from grieving the loss of a loved one.

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With the launch of Probate, including our Self-Guided, Concierge, and Attorney tiers, we're helping families get through the probate process as quickly as possible, allowing them to focus on healing.

Whether you want to be in control, hire a probate attorney, or something in between—we've got you covered.

  • Gain clarity, reduce stress — our county-specific probate guidance makes it easy to stay on top of the process
  • Take the pressure off — with three tiers of support, handle probate with confidence
  • Avoid a long drawn out probate process — we understand what you're experiencing and will guide you quickly through the process  
Simplify the probate process

🗓️ Estate Planning Awareness Month

October sure is an exciting month for us... not only did we launch Probate, it's also National Estate Planning Awareness Week (17th-23rd). This makes it the perfect time to complete your plan. Here are a few questions to consider...

Is a Will or a Trust best for you? What progress have you made recently in your estate plan?

Remember, the only way to avoid probate is with a Trust. While having a Will can make probate easier, it doesn't offer the full protection of a Trust. The worst thing is having no plan at all.

 

🎥 Why we created our estate plans

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Someone's turning 5... October 26th marks our 5 year anniversary.  🎉

To celebrate we created this fun video on why our CEO, members, community, and team completed their estate plans. Grab a tissue or two, and cue the water works... I'm not crying. You're crying.

As always, be sure to keep up to date with our YouTube channel for new videos.

Watch now
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📢 What's new at Trust & Will

Now offering Probate  — Choose the plan that's best for your family

You get to choose how you want to engage with the probate process. Payment plans are also available.

See how our Probate solution works.

Trust & Will update from our CEO — Cody Barbo shares his thoughts

A brief history lesson — where we've been... and where we're going.

View letter from our CEO.

🔒 P.S. The password is: probate

We're doing a giveaway on Instagram and entering is as easy as 1,2,3...

  1. ⁠Like our giveaway post and follow @trustandwill on Instagram
  2. Enter the password in the comments and tag your friends
  3. Share the post to your stories and tag us for a bonus entry

 

 

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Trust & Will 8605 Santa Monica Blvd #40156 West Hollywood, CA 90069

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