[NEW] Estate Planning Education - Email Communication

Content sponsored by Trust & Will

Help your clients understand the importance of estate planning and how it can provide clarity, control, and peace of mind for their loved ones.

This campaign includes a 6-part educational email series covering the essentials of wills, trusts, and family planning.

What’s Inside the Email Series

• Email 1: What Is Estate Planning (and Why It Matters) – Introduces estate planning in plain language, showing it’s about more than money: it’s about making your wishes known.
• Email 2: Who Needs an Estate Plan? (Hint: Probably You) – Life milestones that signal it’s time to create or update a plan, proving it’s for everyone, not just the wealthy.
• Email 3: Wills vs. Trusts – What’s the Difference? – Simple comparison, highlighting privacy, probate, and distribution benefits.
• Email 4: What’s Included in a Complete Estate Plan? – Checklist of essential documents that cover medical, legal, and financial decisions.
• Email 5: Estate Planning = Peace of Mind – Connects emotionally, showing how planning reduces stress and prevents conflict.
• Email 6: Ready to Take the First Step? – Clear call to action to begin with a trusted partner like Trust & Will.

Benefits for Advisors

• Position yourself as a trusted guide in estate planning conversations
• Offer clients clarity on wills, trusts, and essential documents
• Save time with ready-to-send, compliance-friendly educational content
• Build deeper relationships by addressing family and legacy concerns

Sponsored Content

This campaign features expert content provided by Trust & Will

Trust & Will is the #1 name in online estate planning, trusted by over 1M families and 17,000+ advisors. Their EstateOS platform helps you strengthen relationships, deliver peace of mind, and scale your business by turning estate planning into a growth engine.

Why Advisors Choose Trust & Will:

• Drive growth & retention: Surface hidden assets, retain wealth across generations, and strengthen heir relationships.
• Deliver standout client value: Offer a modern, seamless estate planning experience with optional attorney-backed support available.
• Rely on trusted expertise: Built-in compliance, access to 350+ attorneys, and expert guidance every step of the way.
• Scale efficiently: Smart tools, AI-powered insights, and a dedicated advisor portal to streamline workflows.

👉 Learn more about Trust & Will for advisors 

Disclaimer: Trust & Will is not affiliated with Snappy Kraken. The content provided by Trust & Will is offered as an educational resource and may be used to support your marketing efforts at no additional charge. By clicking the link to Trust & Will’s website, you will be directed to an external site where additional resources or services may be offered.

About This Email Series

Title: Estate Planning Education

Type: Email Communication Series

Description: Use this email series to help clients understand the importance of estate planning, what’s included, and how it can provide clarity and peace of mind for their loved ones

Running Time: 6 emails