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:
- Click the referral link that you were sent.
- Next, click “Get Started” and choose your Estate Plan.
- The discount will be automatically applied to your account when you reach checkout!
NOTE: If you need to step away and purchase 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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