Everything Your Clients Need to Create a Comprehensive Estate Plan

Developed with Partners in Mind

Purpose-built for partners, One Digital Trust
provides a robust set of features.

WHITE LABEL THE
PLATFORM

SCALE
QUICKLY

SUPPORT Role
BASED LOGINs

OFFER A SINGLE-SIGN-ON INTEGRATION

ENSURE SECURITY
AT ALL POINTS

REVIEW PROGRAM LEVEL REPORTING AND ANALYTICS

LEVERAGE PROGRAM MARKETING RESOURCES

CONFIGURE WITH
Dashboard

What An Individual Can Do

For your clients, we’ve designed a straightforward interface with contextual help that guides them through the creation of a comprehensive estate plan to ensure their assets go to the causes and people they care about most.

Your clients can create all of the documents they need including a will, trust, durable power of attorney, healthcare directive, guardianship designation, and even a pet trust. And wIth OneDigitalTrust you can be confident that their information remains safe and private.

PLATFORM TOUR

Ready to start your journey?