Are your estate documents in order?

Most people understand they need an estate plan, yet only 53% of survey respondents have one.¹

If we know how necessary estate planning is, then why have we procrastinated for so long?

We’ve heard it all over the years…

“I don’t have kids, why do I need an estate plan?
I’m not wealthy, why do I need an estate plan?
It’s too depressing to think about right now.
I don’t want to burden my loved ones with this conversation”.

What if we told you we can now offer you exclusive, unlimited access to the most comprehensive digital estate planning solution on the market, provided at no cost to you, because of your relationship with Nold Bryant Planning & Investments?

That’s right! We’re investing in your legacy by providing you with access to the Wealth digital estate planning platform. This empowers you to effortlessly organize your documents and ensures that future estate plan updates never result in a bill landing at your doorstep again.

Getting started is easy.

Simply reply to this email or click the button below to schedule a meeting to set up your wealth.com account.

If you’re already in good shape with your estate documents, let us know by clicking reply to this email.

Not yet a part of our NoldBryant Client Community?

No problem! Schedule your initial planning meeting with us and we will add the wealth.com set up as an action item.

Do you know someone that may benefit from this exclusive offer?

Feel free to forward this email to family members, friends, or colleagues. We always appreciate meeting new people.