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

From Management Consultant to Entrepreneur, Sonny Kapoor Finds Opportunity in Estate Planning

5 MINUTE READ TIME
CEO Sonny Kapoor and co-founder Rocky Mehta founded OneDigitalTrust, a pioneering digital estate planning platform, to spare families the stress and strain of dealing with the costly and time-consuming process of a loved one dying intestate, or without completing their estate planning. Through their own experiences, they tapped into a little-known opportunity to address the […]
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Cracking the Code: How to Help Mass Affluent Clients Embrace DIY and Advisor-Assisted Estate Planning

4 MINUTE READ TIME
Many financial advisors, particularly those serving clients through credit unions and community banks, face a challenge: how to effectively engage the “mass affluent” market. These folks have a household income of at least $75,000 and liquid assets of between $100,000 and $1 million. They comprise one-quarter of our nation’s population. They are the middle class […]
Read More

Ready to start your journey?