08/19/2026
August is National Make-A-Will Month, making it the perfect time to create or review one of the most important documents you'll ever have.
Did you know our partners, Covenant Trust, can help guide you through the estate planning process? While Covenant Trust doesn't draft wills, they can help facilitate the conversation and connect you with an estate planning attorney as part of your overall financial planning team.
Whether you're creating your first will or updating an existing one, having a current will helps ensure your wishes are documented and can provide peace of mind for you and your loved ones.
To learn more visit https://bit.ly/4xvpI2L or call (800) 483-2177.
Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services and guidance that’s rooted in values.