Monarch Plus members on an annual plan are eligible to receive a free Will from Trust & Will (a $299 value) included as part of their paid subscription.
This benefit is available to Monarch Plus annual subscribers only, provided they have completed their 7-day free trial and are currently in a paid period. It is not available to members on a monthly plan.
How to claim:
- Start a 7-day free trial of Monarch Plus at monarch.com.
- Complete a 30-day paid period after your trial ends.
- Once eligible (after starting a paid Monarch subscription), Monarch Money will email you a redemption link.
- Click on the email link to be directed to the Trust & Will x Monarch Money partner page, where you can select your plan. A redemption code worth $299 will be automatically applied at checkout.
Note: The redemption link and code are distributed by Monarch Money directly. If you can't locate your link or are experiencing issues, please reach out to Monarch Money support at support@monarchmoney.com.
What's included:
- Online Will creation ($299 value)
- Alternatively, the $299 benefit value can be applied toward the cost of a Trust
What's not included:
- Shipping of physical documents
- Attorney support
Members can upgrade their plan or add attorney support from within their account after purchase.
Need help?
If you're having trouble redeeming your free Will, first check that no other promo codes are already applied to your account. If that doesn't resolve the issue, please contact Monarch Money support at support@monarchmoney.com.
For any other questions about your Trust & Will account or our estate plan offerings, our Member Support team is available by phone, email, or live chat.