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

You can purchase Estate Plans for you clients through your Advisor Dashboard! Just take the following steps below:

  1. Log in to your Trust & Will account and click "Dashboard" at the top left of the page.

  2. Scroll until you see the "Pre-purchase Estate Plans for your Clients"

  3. Click "Buy Now"

  4. Next, select the type of Estate Plan, individual or couple, and quantity. 

  5. Click "Continue to Checkout"

You can input your payment information and purchase from there!

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