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

Estate Planning for Same-Sex Couples: Addressing Unique Challenges and Leveraging Digital Tools

3 MINUTE READ TIME
Estate planning is a critical piece of the puzzle for anyone leaving a financial legacy, but same-sex couples can face unique questions and challenges. That’s because while same-sex marriage is now widely legally recognized, couples can still encounter hurdles that can complicate estate planning. Financial advisors at trusted institutions such as credit unions and community […]
Read More

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 […]
Read More

Ready to start your journey?