You can purchase Estate Plans for you clients through your Advisor Dashboard! Just take the following steps below:
- Log in to your Trust & Will account and click "Dashboard" at the top left of the page.
- Scroll until you see the "Pre-purchase Estate Plans for your Clients"
- Click "Buy Now"
- Next, select the type of Estate Plan, individual or couple, and quantity.
- Click "Continue to Checkout"
You can input your payment information and purchase from there!