How to Pre-Purchase Estate Plans for Clients

Advisors with an Advisor account can pre-purchase Estate Plans on behalf of clients through the Dashboard. When purchasing multiple plans simultaneously, advisors can benefit from package savings. Additionally, for firms seeking to provide their advisors with access to unlimited Estate Plans, we offer custom seat-based pricing solutions. To explore these options further, we invite you to schedule a call with our team.

How to Pre-Purchase Estate Plans

  1. Log in to your Trust & Will advisor account.
  2. Click the Purchases tab in the left-side menu.
  3. Click the Purchase Plans button.
  4. Make the following selections on the plan selection page:
    1. Type of Estate Plan: Will-Based or Trust-Based
    2. Product Type: Individual or Couple
    3. Quantity of plans 
  5. Click Continue to Checkout.
  6. Complete the checkout process. 
  7. After checkout, you will be redirected back 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 clicks on the link you sent, they will be prompted to create their account using an email address and password. Their plan will be automatically paid for at checkout.

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