Wealth.com
When I joined Wealth.com, they were a new fintech start-up on a mission to revolutionize estate planning. We were tasked with creating a brand identity that conveyed expertise and approachability. I was responsible for writing and overseeing all forms of external messaging, including website, print and digital marketing materials, blog entires, product materials, social media, press releases and more.
As a result of our efforts, our website was nominated for a 2022 Webby Award.
Role: Copy Director
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Glossary of Terms
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Podcast Launch
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Who We Are
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Why Wealth is for You
Blog Post: What does Queen Elizabeth have to do with estate planning?
A Little Known Practice Used By Estate Planners Leans on Queen Elizabeth II in a Fascinating Way
Here’s an interesting thought experiment: Think of a family that exists today—any family in the world—where in 2122, someone can quickly discover which family members are alive and which ones have passed.
What kind of family might this be? Certainly a family well-known globally. A family where every member’s birth and death are carefully recorded. A family where every member has their own Wikipedia entry (or whatever the Wikipedia equivalent is in 2122 and whose comings and goings are considered newsworthy).
If you thought: “Aha! The British Royal Family,” you came to the same conclusion as many estate planning attorneys. Queen Elizabeth II (and her descendants) are sometimes written into trust agreements even though they have nothing to do with the trust. This is because of what’s known as the Rule Against Perpetuities DRAPE, which is essential to how trusts operate…
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