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.

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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

“The innovative estate-planning platform from OneDigitalTrust is easy-to use and lets people create a very comprehensive plan."
Vanessa SehmrauTruStage Preplanning Solutions
Vanessa Sehmrau
"OneDigitalTrust provides a service that can reduce stress and have a positive impact on families.”
Chris LuhrmanFringe
Chris Luhrman
“OneDigitalTrust is an enterprise-grade platform that we have customized and branded as our own, to offer every day, lunch-carrying Americans an affordable way to protect their families’ future.”
Kenneth Kelly-My Legacy Items, LLC Author of "Prepared Before I Go Preserving Your Possessions Through Proper Planning"
Kenneth Kelly-My Legacy Items, LLC
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RESOURCES & INSIGHTS

Blog
Asset AllocationAsset RetentionCustomer Engagementestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

Why Executors & Advisors need to be concerned about undue Influence leading to (financial) elder abuse

May 21, 2022
4 MINUTE READ TIME
The Problem The population in the U.S. is aging rapidly with the 65+ age group poised to double within the next 20 years. An unwanted, yet invariable side-effect is that the occurrences of (financial) elder abuse will also experience a remarkable increase. As the level of incapacity progresses among the seniors in our population they […]
Read More
Blog
Asset AllocationAsset RetentionCustomer Engagementestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

Preserving Trust and Legacy: The Vital Role of Estate Planning for Financial Advisors

May 21, 2022
3 MINUTE READ TIME
For financial advisors, one truth stands out above all others–trust is paramount. Clients entrust their financial legacies to you, and it’s your responsibility to guide them in safeguarding their family’s future. A profound way to foster trust and demonstrate commitment is by helping clients develop and comprehend estate planning strategies. This blog post will explore […]
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McLean, Virginia 22102. USA

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