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​

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 […]
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