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 Importance of Having Clients Re-Examine Their Will

3 MINUTE READ TIME
When to Encourage Clients to Take Another Look and Why You know the saying life passes you by when you are having fun? That old saying has never been more true than it is today. Life seems to fly by even during challenging times and the regular day-to-day of it all. But all of that […]
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Know What You Need to Know: What Should You Actually Have on Your Radar as Your Parents Age?

5 MINUTE READ TIME
Why Talking with Aging Parents about Inheritance Planning is a Personal Responsibility No one likes to talk about their inevitable death or the death of a loved one, but the key word here is “inevitable.”  While conversations around planning for this eventuality with your parents may be uncomfortable, they are imperative. Why? Because having this […]
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Ready to start your journey?