Estate Planning Enablement for Financial Advisors

Designed to Amplify Client Relationships & Engagement

The New “Advisor Portal” Is Estate Planning ENABLED for Financial Advisors

Add a new capability and do more for your clients with the introduction of OneDigitalTrust’s new “Advisor Portal.” It’s never been easier to invite clients to create their legally valid estate plan or provide enhanced personalized financial planning support throughout their estate planning journey.

Designed to Increase “Relationship Alpha” & Amplify Client-Engagement

At OneDigitalTrust, we’re revolutionizing the client experience to help advisors elevate trust and foster positive client relationships. Designed to complement our award-winning estate & inheritance planning platform, advisors can now leverage the benefits of modern estate planning to engage customers with meaningful dialogue that supports their long-term financial outcomes and demonstrate added advisor value.

Broaden Your Service Offerings by Enabling Estate Planning

Research has proven that advisors with the highest growth serviced clients with broadened range of services which extend beyond investment management. Expand your offering suite with the new “Advisor Portal,” and engage clients in a convenient, affordable, and holistic experience by consolidating financial planning and estate planning under one roof:

Protect The Mass-Affluent Across Generations

Provide next-level service and accentuate your firm’s value with estate planning services designed exclusively for mass-affluent households. At OneDigitalTrust, we’re educating the masses to help 170MM Americans protect themselves and their financial legacy with attorney-approved estate plans, legally valid in all 50 states+, D.C.

All-Inclusive, Real-Time Insights for Top-Notch Financial Planning

Deliver a more personalized experience and guarantee the highest level of financial guidance with cutting-edge tools like Progress Tracking, Resolutions & Reviews, Document Status, and more. Combine our industry-leading, bank-grade security, state-of-the-art estate planning software for financial advisors, and all-inclusive Advisor Platform to optimize business processes, maximize wallet share, and offer premier financial insights like never before.

Convenient and Cost-Effective Purchase Options

OneDigitalTrust offers customizable partnership models, including – white-label, integration (with TAMPs, CRMs, custom internal systems, etc.), and “wholesale” solutions to ensure you have the best offering in place to best complement your core offerings. Our estate planning software for financial advisors was built with growth and convenience in mind:

Support Your Clients’ Financial Journey

Enterprise-Grade Platform With the Most Comprehensive Estate & Inheritance Planning Features​



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

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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