• Trust & Will Online Estate Planning Made Easy

    • Trust & Will helps you create a legally binding and comprehensive online estate plan with documents like wills, trusts, and guardianship nominations.
    • Trust & Will has three distinct plans: Guardian, Will, and Trust.
    • Includes a 30-day money-back guarantee and one year of unlimited updates for no additional charge.
  • Backer / Robo-advisor for 529 Plans – Build, Manage, and Grow Savings

    Brand:Backer
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    • Backer is a Robo-advisor for your 529 plans helping you manage, monitor, and find low-cost funds for your child’s educational expenses.
    • Get started in 5 minutes and discover the best plans and tax savings.
  • Personal Capital / Wealth Management and Human Advisors

    • Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
    • Get a free analysis of your investments and speak with an advisor.
  • LendKey Student Loan Refinance / Credit Unions and Community Banks

    Brand:LendKey
    • LendKey connects you with local banks and credit unions to refinance your student loans.
    • Refinance both federal and private, including graduate loans, into one convenient loan.
    • No origination fees. No application fees. No prepayment.
    • Flexible repayment options, including fixed and variable rate loans with 5 to 20-year terms.
    • Checking your rate does not affect your credit score.

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