Your Clients Are Among The 170M Americans Without An Estate Plan

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Why Offer Estate Planning Services

Your clients already trust you with investing and managing their finances. Estate planning is a logical extension to the financial planning you already do with them. As your client’s trusted advisor, you are perfectly positioned to help ensure that they protect their assets and legacy for their next generation.

Thinking about estate planning can be fear-inducing for some people, but without a proper Estate Plan, the transfer of your client’s wealth to the people and causes they care about is at risk. Help your clients get the emotional relief that comes from having a plan in place. They’ll thank you for it.

 

Why Partner With
OneDigitalTrust

Your clients deserve the best solution to solve their estate planning needs.

You need a partner that makes it easy and minimizes your risk.

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OneDigitalTrust Delivers

Comprehensive Online Estate Planning Capabilities

Your clients can create and store all of their estate planning documents on one platform, solving their long-term financial security needs.

Bank-Grade Data Security

Our platform is developed with bank-grade security at the architecture, application, and database level to protect client data.

Enterprise Scalability

Built with growth in mind, our platform has the ability to scale to meet the needs of you and you clients.

Customizable API Integration

Robust API integration features to support single sign-on, and data exchange.

Legally Valid Documents In All 50 States + DC

You have clients across the country. We have invested to ensure clients in all 50 states plus the District of Columbia can benefit from the program.

Ability To Brand The Program As Your Own

We designed this progaram with partners in mind. Through robust customization capabilities, you can brand both the platform and the program to create brand awareness with your clients.

Competitive Wholesale Pricing Model

Our approach to pricing gives you maximum flexibility to price the offering how you want and still drop margin to your bottom line.

Go-To-Market Support

Our partner-centric model is here to support you as you take the program to your clients and as your clients start to use the platform their family's financial future.

Proven Leadership

One Digital Trust is led by a proven leadership team and backed by successful serial investors whose mission is to make this program successful.

How To Get Started

01

Partner With ODT

02

Brand The Platform & Program as your own

03

Market Online Estate Planning Services To Your Clients

04

Solve Your Client’s Estate Planning Needs

05

Create Value For Your Institution

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RESOURCES & INSIGHTS

Blog
Asset AllocationAsset RetentionCustomer EngagementEstate Planningfinancial advisorsfinancial planningGen XInvestment Planning

Asset Retention & The Benefits of Modernized Estate Planning

May 21, 2022
3 MINUTE READ TIME
Wealth advisors are entrusted to protect their client’s assets and financial legacies for future generations, and modern estate plan software plays a pivotal role in helping firms achieve this goal. Your firm has likely developed an offering stack that serves the client’s best interests, aiming to diversify revenue streams, bolster loyalty, and increase customer share […]
Read More
Blog
estate and legacy planningEstate Planningfinancial advisorsfinancial planningGen XInvestment Planning

From Pixels to Prosperity: How Financial Advisors Level Up With Estate Planning

May 21, 2022
4 MINUTE READ TIME
How Financial Advisors Can Enhance Their Digital Footprint Establishing a strong online presence is paramount for financial advisors seeking to expand their reach and grow their client base. Leveraging estate planning services can be a game-changer in boosting your digital footprint and attracting prospective clients. In this blog, we will explore how financial advisors can […]
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Ready to start your journey?

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McLean, Virginia 22102. USA

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