170M Americans Are Without An Estate Plan

Are Your Clients Among Them?

Help your clients avoid the costs and emotional stress caused by not having an estate plan and protecting
their family's future.

With OneDigitalTrust, you can offer your clients a way to easily create all of the estate planning documents they need. All in one place. All legally valid.

planservices

Offer robust estate planning services to your client 

protectingassets

Help your clients protect their legacy and financial assets

buildmoreloyalty

Build even greater trust and loyalty with your clients

build products

Offer financial planning products and services that complement your existing offerings

dogoodclients

Do good for your clients and do well for your institution

OneDigitalTrust is the most comprehensive digital platform for estate and inheritance planning with enterprise-grade capabilities

ENTERPRISE SCALABILITY

ENTERPRISE SCALABILITy

As an AWS partner, we can handle rapid growth and ensure a reliable network.

WHOLESALE PRICING

WHOLESALE PRICING

Partner pricing lets you offer the service at an affordable price .

APIS FOR DATA EXCHANGE

CUSTOM API INTEGRATIONS

Easily integrate with customer financial data for seamless coordination

BANK-GRADE SECURITY

BANK GRADE SECURITy

Data encryption at the network and data level ensures your clients’ information remains secure and private.

WHITE-LABEL BRANDING

WHITE-LABEL BRANDING

Brand OneDigitalTrust as your own service offering, or offer it as is.

DATA ANALYTICS

DATA ANALYTICS

Go live in a few days with your own admin portal.

IN THE NEWS

WHAT PARTNERS ARE SAYING ABOUT US

Resources

The Most Valuable Part of Your Estate Plan: Your Story

5 MINUTE READ TIME
How to Get Started on Preserving Your Life Stories The things we leave behind aren’t the only things that matter when we pass away. What is just as, if not more, important is the legacy we leave behind. Think of it this way, what will happen to your life stories when you pass away? Will […]
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No Estate Plan? Why You Should Care About the Consequences!

5 MINUTE READ TIME
The Consequences for You and Your Family by Not Having an Estate Plan There are a lot of excuses that people have for putting off estate planning. Some think they are too young and have plenty of time to worry about estate planning later. Others think they just aren’t wealthy enough to need estate planning, […]
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Ready to start your journey?