Trust & Wills

We’re excited to partner with Trust & Will.! Trust & Will exists to make the process of creating an estate plan easy, affordable, and inclusive. Every family should have access to estate planning resources to be able to secure their loved ones’ futures and leave their lasting legacy. As a new partner, Trust & Will is hosting live demos with Simplicity Financial Advisors to showcase how they’ve streamline estate planning for financial advisors. Through their dashboard, you’ll be able to easily implement estate planning into your conversations and provide a 10% discount to your clients.