At Successful Portfolios, we’re dedicated to safeguarding your financial future—and that includes your legacy. We’re excited to introduce our partnership with Trust & Will, a leading online estate planning platform that makes securing your family’s future simple, affordable, and accessible. Best of all? You’re eligible for an exclusive 10% discount on your estate plan using the link below!

Why Choose Successful Portfolios?

At Successful Portfolios, our Certified Financial Planner^® and other professionals bring decades of experience to deliver expert wealth management with care and precision. We specialize in helping beneficiaries navigate inherited wealth, ensuring families preserve and grow their legacies across generations. With our personalized approach, we’re not just advisors—we’re committed partners in your family’s financial success.

Why Estate Planning Matters

Estate planning is essential for protecting your family and legacy—it’s for anyone who wants their wishes honored and their loved ones cared for. Whether you’re designating beneficiaries, setting up a trust, or outlining healthcare preferences, a solid estate plan offers peace of mind and clarity. Too often, people delay it, assuming it’s complex or costly. That’s where Trust & Will shines—and why we’re proud to bring this solution to you.

A Seamless Partnership for Your Benefit

Our collaboration with Trust & Will lets you create a legally binding estate plan from home, at a fraction of traditional costs. Their intuitive platform walks you through every step, whether you need a will, trust, or guardianship documents. Paired with our expertise at Successful Portfolios, you’ll align your estate plan seamlessly with your broader financial goals.

As a Successful Portfolios client, you’ll enjoy 10% off your estate plan through our exclusive referral link—a thank-you for trusting us on your financial journey.

How It Works

Getting started is straightforward:

• Visit Trust & Will: Use this 10% off referral link to start.
• Create Your Plan: Select the documents that fit your needs—options are available for individuals, couples, and families.
• Enjoy Your Discount: The 10% discount applies automatically at checkout via the link.
• Finalize with Confidence: Your completed documents are legally binding in your state, with expert review for added assurance.

Pro Tip: Funding Your Trust Is Key!

Creating a trust is a great step, but it’s not enough on its own—it must be funded to work as intended. At Successful Portfolios, we partner with trusted custodians like Charles Schwab and Interactive Brokers to properly fund and administer your trust, ensuring your assets are seamlessly transferred and managed according to your wishes.

Leave Your Legacy, Your Way

Your estate plan is more than paperwork—it reflects your values, priorities, and the legacy you want to leave. Successful Portfolios and Trust & Will make the process smooth and stress-free. Whether you’re safeguarding assets for your kids, supporting a cause, or ensuring your wishes are clear, we’ve got you covered.

Take the First Step Today

Don’t wait to secure your future. Click here to explore Trust & Will and claim your 10% discount. With Successful Portfolios and Trust & Will by your side, we’ll help you achieve your estate planning goals and build a lasting legacy.

Start planning smart and living well- schedule an appointment today!