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:

  1. Click the referral link that you were sent.
  2. Next, click “Get Started” and choose your Estate Plan.
  3. 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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