You Can Help
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.
Your clients deserve the best solution to solve their estate planning needs.
You need a partner that makes it easy and minimizes your risk.
Partner With ODT
Brand The Platform & Program as your own
Market Online Estate Planning Services To Your Clients
Solve Your Client’s Estate Planning Needs
Create Value For Your Institution