How to Apply Your Referral Discount to a Plan

Applying a discount from a referral link when creating an account with Trust & Will is a straightforward process. Here's how to do it:

  1. Click on the referral link you received from a friend, family member, financial advisor, or partnering organization.
  2. Select Get Started and choose the Estate Plan that fits your needs.
  3. The discount is automatically applied to your account upon reaching checkout.

Note: If you're unable to complete your purchase in one session, ensure to sign back in using the same referral link to take advantage of the discount when you're ready to finalize your purchase.





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