How do I pre-purchase Estate Plans for my clients?

You can pre-purchase estate plans on behalf of your clients through your Trust & Will Advisor Dashboard.

  1. Log in to your Trust & Will advisor account.

  2. Click 'Purchases' in the navigation.

  3. Once on the Purchases page, click 'Purchase Plans'.

  4. Select the type of plan and quantity you want to purchase

  5. Click 'Continue to Checkout'.

  6. Complete the checkout process. 

  7. Once complete, you will be redirected to your Purchases page. Here you will find the discount codes available for use by your clients.

  8. Click ‘Copy code’ and send directly to your client.

  9. When your client creates an account with Trust & Will, insure they create the plan type you purchased for them (Will vs. Trust and accurate marital status). After entering their basic information, they will be prompted to checkout. In checkout, your client will enter the code you sent them into the promo code field to redeem their pre-purchased plan.

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