NATION’S LEADING ONLINE ESTATE PLANNING PLATFORM

ASSIGNMENT

  • To generate positive coverage in the full range of media outlets, including top-tier and financial advisor trades.

OUR STRATEGY

  • Use research at least once per quarter to generate press coverage
  • Work as a cohesive team with the client to identify newsworthy topics and find customers with unique situations
  • Announce series of developments including publication of research reports, new hires, and funding
  • Introduce the company to industry analysts before and after funding round
  • Capitalize on founder’s interview skills

RESULTS

  • In span of one year, scored dozens of significant articles in top tier media such as The Wall Street Journal, USA Today and Kiplinger’s as well as important personal finance outlets
  • Wrote releases to capture full implications of in-depth research reports
  • Became a trusted extension of the internal Trust & Will comms team

Putting Pets in Your Will Is No Longer Just for Eccentric Billionaires

Leaving money in a will for a cat or dog was once a thing the ultrawealthy did. Now, with Americans of all stripes lavishing more money and time on their animals, pets are part of the common estate plan.

Pet trusts like the one created by billionaire Leona Helmsley, who set aside $12 million for her Maltese, Trouble, are still mostly for the rich, say estate lawyers. More common is the pet directive, a section in a will that lets you name guardians for your pets and leave money intended for their care.