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

You Can Help

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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 and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

Why Executors & Advisors need to be concerned about undue Influence leading to (financial) elder abuse

May 21, 2022
4 MINUTE READ TIME
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 […]
Read More
Blog
Asset AllocationAsset RetentionCustomer Engagementestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

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

May 21, 2022
3 MINUTE READ TIME
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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Ready to start your journey?

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McLean, Virginia 22102. USA

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