Walk You To Wealth + Trust & Will = A Win for Clients

Walk You To Wealth + Trust & Will = A Win for Clients

I am excited to announce Walk You To Wealth's new partnership with Trust & Will, a leading platform for creating foundational estate plans. Below are just some of the benefits of this new partnership:

• Complimentary services: Free access, as part of Walk You To Wealth's Comprehensive Planning and Advice package, to create and update your estate plan.

• Expert support: Access to Trust & Will's team of experts to help if you have any questions along the way.

• Easy and convenient: Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.

• Built by attorneys, customized by you: State-specific, legally-valid documents customized to meet your family’s needs.

Creating an estate plan can seem overwhelming and out of reach, but this new partnership changes that. It provides access to Trust & Will's world-class platform, aligning perfectly with Walk You To Wealth's ongoing mission to help real people build real wealth.

Disclaimer: The information in this post is provided for your convenience only and is not intended to be treated as financial, investment, tax, or other advice. The information is intended to be educational and is not tailored to the investment needs of any specific individual.  It is also not intended to be relied upon as a forecast and is not an offer or solicitation to buy or sell any securities or to adopt any investment strategy.  The opinions expressed are those of the author.  Reliance upon the guidance and information in this presentation is at the sole discretion of the individual.