Estate Planning Enablement for Financial Advisors

Designed to Amplify Client Relationships & Engagement

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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.

  • Seamlessly integrate estate planning into your services portfolio.
  • Supplement your firm’s core capabilities.
  • Energize client engagement over the lifetime of the relationship.

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.
  • Integrate relevant inputs and actionable insights from clients’ estate planning and enrich the financial planning process like never before.
  • Gain read-only access to unique and high-value insights into your client’s progress and status through a gifted or referred subscription.

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:
  • Estate planning
  • Tax planning
  • Life Insurance
  • Generational wealth transfer
  • Family wealth/inheritance education
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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.

  • Tap into new demographics and close the generational gap with modernized, tech-driven solutions.
  • Invite new and existing clients to create and maintain end-of-life documents anytime and anywhere with our easy-to-use, all-digital, self-service platform.

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.

  • Real-time client information analysis? Check.
  • Forecasting potential roadblocks? Absolutely.
  • Identifying missed opportunities? You got it!

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:

  • Optimize business processes.
  • Tailored pricing options.
  • Seamless onboarding experience.
  • Scalable options that align with business goals.

Support Your Clients’ Financial Journey

Enterprise-Grade Platform With the Most Comprehensive Estate & Inheritance Planning Features​
  • Position Yourself as the Go-To Source for Financial Guidance
  • Offer an Affordable Option for Clients Who Are Not HNW/UHNW
  • Strengthen Client Relationships and Navigate Growth
  • Uncover & Address Complex Needs With Real-Time Data Insights
  • Exceed Client Expectations and Streamline Processes
  • Convenient Purchase Options Tailored to Your Business
  • Mitigate Risks & Cultivate Multi- Generational Relationships
  • Elevate Your Portfolio With Cutting-Edge Solutions
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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

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Asset AllocationAsset RetentionCustomer Engagementestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

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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

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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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