170MM Americans
Need an Estate Plan

Your Firm, Their Legacy, Our Expertise.

Private-label estate planning software and award-winning platform for financial institutions & advisory firms.

OUR PARTNERS


Empower customers to complete essential end-of-life planning. Remove stress. Improve well-being.

Utilize the OneDigitalTrust platform to offer your customers an all-digital service designed to create & maintain a legally-valid inheritance plan, and spare their survivors the stress and expense of endless bureaucracy.

planservices

Add estate & inheritance planning
to complement your offerings

protectingassets

Help customers complete critical
but overlooked financial planning

buildmoreloyalty

Augment performance with a (new) incremental revenue stream

build products

Enhance your brand - do good
by your loyal customers

OneDigitalTrust is an enterprise-grade platform with the most comprehensive estate and inheritance planning features​

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 & INSIGHTS

Digital Estate Planning Rounds Out Financial Advisors’ Wheelhouse

4 MINUTE READ TIME
The estate planning process is daunting on an emotional and practical level. It’s also costly, with a maze of legal documentation and pricey lawyers. Digital estate planning tools are revolutionizing the field; they offer a more accessible, streamlined and cost-effective approach for financial advisors to guide their clients. For financial advisors taking on estate planning, […]
Read More

3 Rs to Prevent Elderly Financial Abuse: Red Flags, Relationships and Respect

4 MINUTE READ TIME
Consider financial education comprehensively for National Financial Literacy Month Recent lawsuits point to both the vulnerability of many older Americans to the scourge of online financial fraud and the opportunity that engaged financial services providers have to help thwart such pernicious crime. Two such complaints are against a top 5 bank, which is accused of […]
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Ready to start your journey?