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.
    Screen_Shot_2022-11-04_at_2.58.53_PM.png

  2. Scroll until you see the "Pre-purchase Estate Plans for your Clients"
    Screen_Shot_2022-11-04_at_3.11.23_PM.png

  3. Click "Buy Now"
    Screen_Shot_2022-11-04_at_3.13.02_PM.png

  4. Next, select the type of Estate Plan, individual or couple, and quantity. 
    Screen_Shot_2022-11-04_at_3.13.54_PM.png

  5. Click "Continue to Checkout"
    Screen_Shot_2022-11-04_at_3.21.36_PM.png

You can input your payment information and purchase from there!

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