How do I apply a discount from a referral link?

Referral links typically come from a friend or loved one, Financial Advisor, or another organization that partners with Trust & Will to offer a discount. If you received a referral link, all you need to do is create your Trust & Will account through that link. The discount will be automatically applied to your account!

If you need to step away and complete your documents later on, just be sure to sign in through that same referral link when you're ready to purchase.

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